Required Training Tagging Overview

Required Training Tagging allows organizations to monitor required training assignments better. Administrators can tag training as needed while assigning it to learners and tie it to a requirement to ensure better visibility and tracking. The purpose is to recommend a learner to take a training deemed "required." The requirements descriptions are client-specific and give learners and managers a better understanding of why the training is assigned.

The Required Training Tagging feature offers the following functionalities:

  • Ability to create and manage a client-specific “requirements” catalog.
  • Ability to create learning assignments and tie them to the new requirements.
  • Ability to edit existing learning assignments and tie requirements to them.
  • Enhanced visibility of required training on the Learner Home and Transcript.
  • Ability to integrate a dedicated widget on the welcome page.
  • Fields in reporting and reporting logic for required training.
PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Activate Required Training Requirements Preferences Grants ability to activate Required Training Requirements by organizational unit. This permission can be constrained by OU and User. When activated, these reasons are available to administrators when assigning training from Learning Assignment Tool (LAT). Learning - Administration
Assignment Tool - Edit Required Training TAG and reason Grants the administrator the ability to edit the Required Training reason and TAG of dynamic learning assignments via the Assignment Summary page for the assignment. This permission can be constrained by OU and User's OU. Learning - Administration
Required Training Requirements Manage Grants ability to add and edit/update Requirements, which can then be made to appear or not appear at the organizational unit level to administrators when setting up Required Training Learning Assignments. This is an administrator permission. Learning - Administration
Remove Required Training Grants ability to remove required trainings if user has another training removal permission. This permission can be constrained by OU, User's OU, User's Corporation, User Self and Subordinates, User's Self, User's Direct Subordinates, and User. This is an administrator permission. Learning
Learning Features Self Activation Grants access to the Feature Activation Preferences page, where an administrator can activate new features associated with Learning, Connect and Extended Enterprise. Learning - Administration

Important: Versioning scenarios are not fully supported at the start of user acceptance testing (UAT). Customers who use versioning should not self-activate Required Training Tagging until versioning scenarios are fully supported. This is targeted, but not confirmed, for UAT 3. Please watch for further updates regarding support for versioning scenarios.

Getting Started with Required Training Tagging

The Required Training Tagging requires activation via Feature Activation Preferences. To do this, go to ADMIN > TOOLS > LEARNING > LEARNING PREFERENCES > FEATURE ACTIVATION PREFERENCES. In the Activate Required Training Tagging section, click ACTIVATE.

Note: It is advised to test this first in stage or pilot before activating this in the production environment, as this action cannot be undone. If you have custom inbound data feeds bringing in transcript registration and completions, please connect with your account team, as these feeds need to be updated on the Cornerstone side.

What are Requirements and what do they represent

  • A requirement is typically something that is used to track to understand if the learner has fulfilled the requirement. The requirement identifies training assigned for a particular purpose, job, or activity. For example, being qualified to sell insurance, perform first aid, or work on a specific manufacturing line.
  • The requirement is visible on the learner’s transcript. The Learner has direct links to a filtered view of the transcript from Learner Home, and a widget is available for the welcome page. The learner can filter on required training in general and one or more requirements via additional filter options on the transcript.
  • These same filters are available to anyone looking at the learner's transcript. All of this is also available in Reporting 2.0, allowing administrators to easily track assigned training by requirement easily and to see which assignments cover which requirement.

The Required Training Tagging provides additional features as part of the Learning product suite. Activating the Required Training Tagging brings in a new type of administrative justification called “Requirement.” The requirements are used in the Learning Assignment System (LAT) and visible on the user's transcript and reporting.

Activating the Required Training Tagging introduces the following features under the Learning Preferences page:

  • Activate Requirements for Required Training Assignments
  • Manage Training Requirements

The starting point is to build your “Requirements” catalog. Your business case will dictate requirements. Create categories that makes it easier to organize, manage, and report on requirements. A category could represent a location or a business area; it is up to you to determine their best use. The objective is constantly identifying and monitoring.

It is recommended to have the categories in place before creating large numbers of requirements. An admin can always move a requirement from one category to another if needed. There is only 1 level of categories; sub-categories are not supported.

Considerations

  • More information on this Required Training Tagging can be found in the Client Success Center, Cornerstone Beta Community, Learning.
  • Required Training Tagging does not replace the availability type “Required,” which is not used for assignments.
  • Required Training Tagging only impacts the learner’s transcript via the Learning Assignment Tool; it means the training is assigned as needed.