Remove Training from User's Transcript

Managers can be granted the ability to remove training they assigned to their employees from their employees' transcripts. To give managers this ability, an administrator can assign the Remove Training - Directly Assigned permission to them.

To access a user's Transcript page, go to HOME > UNIVERSAL PROFILE. Click the name of the employee for whom you want to remove training and then navigate to the user's Transcript tab.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Bio About - View

Enables user to view the Bio page for users within their permission constraints. This permission must be enabled to view the Transcript page within Universal Profile. If a user does not have this permission and they click a person's name or user photo within the Universal Profile, then the Bio page will not open.

On the Learner Home page, this permission also allows end users to view the Completions & Hours field, the training sidebar, and the Continue Learning carousel.

This permission can be constrained by Employee Relationship, OU, User's OU, User's Direct Reports, User Self and Subordinates, and User. Note: For security purposes, this permission is constrained to User Self and Subordinates by default. However, the permission constraints can be modified to allow users to view the Bio About page for other users.

 Universal Profile
Remove Training - Directly Assigned

Allows a manager to remove directly-assigned training from their employee's transcript. This permission can be constrained by the following criteria:

  • User's Direct Subordinates
  • User's Direct Reports
  • User's Self
  • Employee Relationship
  • User's Subordinates
  • User Self and Subordinates
  • User's Defined OUs
 Learning
View Transcript Item Grants ability to view details of learning objects that appear on the transcript (training record), by clicking on the name of the learning object. Users must also have the Bio About - View permission in order to access the transcript within Universal Profile. This permission can be constrained by OU, User's OU, User Self and Subordinates, User, or User's Self. This is an end user permission. Learning - Administration

Remove

After a manager has assigned training to one of their employees, the manager can, if needed, remove that training by navigating to the employee's transcript and selecting the Options drop-down menu to the right of the training. If the manager has permission to remove assigned training, a Remove link is available in the drop-down. The manager can click the Remove link to remove the training from their employee's transcript. This opens the Remove Training pop-up, in which the manager must populate the following fields:

  • Select Reason - Select the reason for removing the training. This is required. Note: Reasons appear in the user's display language, when available. If the user's display language is not available, then the reason appears in the reason's default language.
  • Comments - In the field, enter additional comments regarding the training removal. Depending on the selected reason, this may be required.

When the manager has finished populating the above fields, they can click the Submit button, and the training item will be removed from the user's transcript. If the user does not wish to finalize the training removal, they can click the Cancel button and return to the Transcript page, and the training will not be removed.

Considerations

  • Managers can remove training they assigned to a user from the user's transcript even if the training was versioned after the manager assigned it, or even if the training has multiple registration numbers since its initial assignment, if all registrations were from the training being directly-assigned or self-requested. If previous registrations were from the Learning Assignment Tool or an administrator assignment, managers will not be able to remove the training.
  • Managers cannot remove training when the training is later assigned to the learner by an administrator.