Configure External Training by Division

The Configure External Training screen enables administrators to define the fields that appear within the Add External Training pop-up. The Add External Training custom fields can be customized at the OU level. In addition, you can choose whether users are able to enter a grade when marking the external training complete. You may also enable the user to link the external training to competencies. The comments field which is available to users and administrators when editing the external training is a configurable option; you can choose whether to display it and can also make it required.

To configure external training by OU, go to Admin > Tools > Learning > Learning Preferences. In the General Learning Preferences section, select Configure External Training.

The settings in the Configure External Training screen apply to the Add External Training screen.

Active - For each available field name, select whether or not the field is active using the Active option boxes. If this option is selected for a field, the field will appear in the Add External Training window.

Required - Select whether or not the field is required using the Required option boxes. If this option is selected for a field, users must enter a value for the field when adding external training.

Custom Field Name - For each available field, you can customize the field name in the Custom Field Name fields. If no custom field name is provided, the standard field name is used. The character limit for field names is 1000 characters.

The available standard fields are:

  • Instructions - The character limit for this field is 2000. Administrators can utilize HTML when configuring the instructions. Any HTML that is added is applied when previewing the Add External Training page.
  • Title - This field is always required. The character limit for this field is 50.
  • Description - The character limit for this field is 50.
  • Institution - The character limit for this field is 50.
  • Schedule - The character limit for this field is 50.
  • Cost - The character limit for this field is 50.
  • Credits - The character limit for this field is 50.
  • Attachments - The character limit for this field is 50.
  • Training Hours (Previously Duration) - The character limit for this field is 50.
  • Grade - The character limit for this field is 50.
  • Comments - The character limit for this field is 50.
  • Submitted Paperwork - This is a memo type field that can be used as a substitute for adding attachments. The character limit for this field is 50.
  • Allow user to add Competencies - When active, this enables the Add Competency link to the Add External Training window. When required, users must add at least one competency to the external training.

To preview the Add External Training window with the selected settings, click the Preview link in the upper-right corner.

To localize the field names to other available languages, select the appropriate language from the Language drop-down in the upper-right corner. Custom field names that are entered correspond to the selected language.

Overwrite Settings

Choose whether to overwrite custom settings for child division OUs. If you choose to overwrite custom settings for child division OUs, the selected settings are applied to both new and existing child OUs. Any previously customized child OUs are updated with the selected settings.

If this option is unselected, then only the child OUs that do not have customized settings will be updated, as well as any OUs that are added in the future.

A child OU that has not been customized always inherits from the parent, regardless of whether this option is selected.

An OU is considered customized if its preferences or settings have been changed.

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