Learning Assignment Tool - Due Date Use Cases
Use Case 1: Consider Override Due Date Maintain Progress is On
Curriculum A has a child learning object (LO) called Material M1. Material M1 due date is set to 21 days from the most recent assignment. Curriculum A is now assigned through Dynamic Learning Assignment to Learner 1 and Learner 2. Material M1 is now removed from the structure of Curriculum A causing the Curriculum to version to Curriculum A version 2. Material M1 is now removed from the Learner transcript by an administrator. Now a new Curriculum B is created which includes Material 1 in its structure and Material 1 due date is set 30 days from the most recent assignment. Now Curriculum B is assigned through a new Dynamic Learning Assignment to Learner with Assign New Occurrence ON, Maintain Progress ON, and Override Prior Due Date ON.
Before the enhancement: Learner was retaining the previous due date for Material 1.
After the enhancement: Learner gets the new due date as per Curriculum B assignment for Material 1.
Use Case 2: Reset Due Date when re-assigning Removed Child LO
Curriculum A Version 1 (V1) has a Material 1 Version 1 (V1) and a note. The due date for Material 1 V1 is set to 21 days from the initial assignment date in the Curriculum A V1 structure. Curriculum A V1 is now assigned through a Learning Assignment to a Learner. The Child LO Material 1 V1 is removed from the structure of the Curriculum A creating a new version of Curriculum A V2 and the Child LO is now standalone on Learner’s transcript (Any configurations can be selected during versioning). The Standalone Child LO Material 1 V1 is manually removed from Learners’ transcript either by transcript removal or using Training removal tool. Now a Curriculum B V1 is created having Material 1 V1 with due date set to 25 days from the initial assignment date in the structure. Now Curriculum B V1 is assigned through Learning Assignment to the Learner with Assign New Occurrence ON, Maintain Progress ON, and Override Prior Due Date OFF.
Before the enhancement: Learner was retaining the previous due date for Material 1 V1.
After the enhancement: Learner gets the new due date for Material V1 as per new due date criteria (25 days from initial assignment).
Conclusion: If a Learning Object (LO) with a due date is removed from a Learner transcript and then re-assigned, the learner receives a new due date regardless of override prior due date configuration.
Use Case 3: New Due Date email not triggering after removed LO is restored
Learner is assigned a Material A through Dynamic Learning Assignment with a due date. Material A is now dynamically or manually removed from the Learner transcript. Material A is re-assigned through standard or dynamic learning assignment with a new due date with Assign New Occurrence ON, Maintain Progress ON, and Override Prior Due Date ON.
Before the enhancement: Learner was not receiving an email as per new due date.
After the enhancement: Learner receives an email as per the new due date.
Use Case 4: Due date not updated with Dynamic Assignment Re-versioning
When “Apply Previous Version Due Date Criteria” is selected, 'No Due Date' is assigned if the associated previous version was assigned via a Learning Assignment that had no due date set. The due date is only recalculated if that Learning Assignment had a due date criteria set as 'Relative to Assigned Date'. For other criteria such as 'Relative to Hire Date/Custom Field', the due date is copied from the previous version.
Append version with no due date LAT criteria:
- Create a Material 1 version 1 (M1V1).
- Assign M1V1 to Learner 1 via Learning Assignment Tool (LAT). Do not set the Due Date in LAT.
- Go to Learner 1 transcript and set the Due Date for M1V1.
- Version M1V1 in append mode. Select all versions, all statuses, and previous version Due Date Criteria.
Before the enhancement: Due Date from M1V1 is copied to M1V2.
After the enhancement: No Due Date for M1V2.
Append version with no LAT:
- Create a Material 1 version 1 (M1V1).
- Assign M1V1 directly to Learner 1.
- Go to Learner 1 transcript and set the Due Date for M1V1.
- Version M1V1 in append mode. Select all versions, all statuses, and Previous Version Due Date Criteria.
Before the enhancement: Due Date from M1V1 is copied to M1V2.
After the enhancement: No Due Date for M1V2.
Append version with Due date in Curriculum structure and Training Removal Tool:
- Create a Material 1 version 1 (M1V1).
- Create a Curriculum 1 version 1 (C1V1). Add M1V1 to C1V1. Add the due date for M1V1 inside the Curriculum.
- Assign C1V1 to Learner 1 via LAT.
- Use the Training Removal Tool (TRT) to remove C1V1 from Learner 1 Transcript. Clear the "Remove training within Curricula" option.
- Version M1V1 in append mode. Select all versions, all statuses, and Previous Version Due Date Criteria.
Before the enhancement: Due Date from M1V1 is copied to M1V2.
After the enhancement: No Due Date for M1V2.
Append version with Due date in Curriculum structure:
- Create a Material 1 version 1 (M1V1).
- Create a Curriculum 1 version 1 (C1V1).
- Add M1V1 to C1V1. Add the due date for M1V1 inside the Curriculum.
- Assign M1V1 via Dynamic LAT to Learner 1.
- Version M1V1 in append mode. Select all versions, all statuses, and Previous Version Due Date Criteria.
- Assign C1V1 to Learner 1 via Standard LAT or Direct Assignment.
- Version M1V2 in append mode. Expire M1V1 in the popup.
- Select all versions, all statuses, Users Assigned by Dynamic LAT, and Previous Version Due Date Criteria.
Before the enhancement: Due Date from M1V2 is copied to M1V3.
After the enhancement: No Due Date for M1V3.