Create Express Class - Attendees

The process for creating an Express Class is comprised of three steps:

  1. General Information - See Create Express Class - General Information.
  2. Attendees
  3. Summary - See Create Express Class - Summary.

On the Attendees step, the user creating the Express Class searches for and selects the users who will be marked as having attended the Express Class.

To create an Express Class, go to: Learning > Express Class.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Express Class - CSV Upload This permission grants the ability to upload CSV files for attendees included in an Express Class. This permission can be constrained by OU, User, User Self and Subordinates, and User's OU. This is an end user permission. Learning - Administration
Express Class - Manage Grants the ability to create and add users to an Express Class for a facilitated training session. This permission can be constrained by OU, User, User Self and Subordinates, and User's OU. This is an end user permission. Learning - Administration

Add Attendees

The administrator creating the Express Class can add attendees to the Express Class by selecting a group or OU. This allows all members of a group or OU to be quickly added to the Express Class at one time.

To add a group or an OU to the attendees list:

  1. Click the Add Attendees button. This opens the Add Attendees flyout. The Add Attendees flyout contains two tabs: Search and Selected. On the Search tab, you can search for and select users, groups, and OUs. On the Selected tab, you can view users, groups, and OUs that you have already selected for the Express Class.
  2. On the Search tab of the Add Attendees page, click the drop-down menu next to the search bar and select a criteria type. To add users individually to the Express Class, you can choose the Users option. To add users in bulk, you can select an OU type or the Group option. Note: Because Express Class functionality does not take availability into account when selecting Users or OUs (similar to the Learning Assignment Tool), all OU types will appear for selection in the drop-down, even if availability has been set via the Manage Organizational Unit Types administrator page.
  3. After selecting an OU type or group, enter the name of the OU or group into the search bar and press the Enter key on your keyboard. Find the specific user, OU, or group you want to add and check the box next to it. You can select more than one if needed. If you select an OU or group, all the users included in the OU or group appear individually, allowing you to unselect any users you do not want to include.
  4. Once all the desired users, OUs, or groups have been selected, click the Save button at the bottom of the flyout. The users included in the criteria you selected will be added to the Attendees list of the Express Class.

The selected users will be added to the Attendees page, where you can record their completion results and scores for the Express Class.

Note: A maximum of 2000 users can be added and submitted in Express Class.

Upload Attendees

A CSV file may be uploaded during the Add Attendees step, allowing the administrator to quickly import a list of users who should be included in the Express Class. The CSV file should not included headers. Column A must contain the user identifier for each user. The remaining fields are optional, but the column order must be maintained, even if there is no value in the column.

  • Column A: Identifier - In the Identifier column, enter one of the following identifiers for each user:
    • Username
    • User ID
    • Email Address
  • Column B: Status -Enter the number the corresponds with one of the supported statuses:
    • 1 = Completed
    • 2 = Failed
    • 3 = Incomplete

    Note: If a status is not included in the CSV file, the Status must be updated in the UI before the attendee list can be submitted.

  • Column C: Score - Commas are not supported by the optional Score field. Do not include commas in the CSV file. The score will appear on the Observation History page, available via Transcript Details.
  • Column D: Comments - Each optional comment can contain up to 3000 characters. Users who are successfully identified after the upload will be added to the Express Class. Important: If a user is identified from the CSV file but the user is NOT within the Express Class creator's availability, the user will NOT be added to the Express Class.
  • Column E: Observed Training Hours - Total time entered cannot exceed 99,999 hours
  • Column F: Observed Training Minutes - Any value over 59 will convert to hours and minutes, and the hours will be added to the value entered into the hours field (e.g. entering '999' minutes will convert to 16 hours, 39 minutes)

To upload a CSV file to the Express Class:

  1. Click the Select File button.
  2. Search for and select the CSV file from your computer. The system will process the users included in the file and add all successfully identified users within the creator's availability to the Express Class. If any users are not successfully identified based on the user criteria provided, an error displays.

Record

After users have been added to the Express Class, you can record their completion results and scores individually or in bulk. You can also upload attachments to attendees, if needed.

Individual Record

To record a user's results and score individually on the Attendees page, click the Record button next to the specific user. A pop-up window appears, and you can populate the following fields for the user's Express Class record:

  1. Result - A result selection is required. Select one of the following three training results for the user:
    • Complete - Select this result to indicate the user successfully completed the Express Class training. The Express Class will appear as Completed on the user's transcript.
    • Incomplete - Select this result to indicate the user did not complete the Express Class training. The Express Class will appear as Incomplete on the user's transcript.
    • Fail - Select this result to indicate that the user completed the Express Class training unsuccessfully. The Express Class will appear as Incomplete on the user's transcript.
  2. Score - If a numeric score applies to the user's Express Class completion attempt, enter the score in the Score field. This field is not required.
  3. Comments - Enter an explanation for the assigned result and score in the Comments field. This field is limited to 3000 characters and is not required.
  4. Attach File - Either drag a file into the upload zone or click the Browse link to search for and select a file from your computer to upload. For example, if a learning facilitator wants to give learners credit for a test he distributed on paper, the administrator can upload a scan of each test to the associated user. If a file was attached to an attendee when the Express Class was created, the attachment is visible on the user's Observation History page for the related training item.
  5. Click the Save link at the bottom of the pop-up. The record will be saved for the user.

Bulk Record

To record results and scores for multiple users at the same time, check the box next to all users you want to include in the bulk record, and then click the Bulk Record button. A pop-up window appears, and you can populate the following fields for the ALL the selected users:

  1. Result - A result selection is required. Select one of the following three training results for the users:
    • Complete - Select this result to indicate the users successfully completed the Express Class training. The Express Class will appear as Completed on the users' transcript.
    • Incomplete - Select this result to indicate the users did not complete the Express Class training. The Express Class will appear as Incomplete on the users' transcript.
    • Fail - Select this result to indicate that the users completed the Express Class training unsuccessfully. The Express Class will appear as Incomplete on the users' transcript.
  2. Score - If a numeric score applies to the users' Express Class completion attempt, enter the score in the Score field. This field is not required.
  3. Comments - Enter an explanation for the assigned result and score in the Comments field. This field is limited to 3000 characters and is not required.
  4. Attach File - Either drag a file into the upload zone or click the Browse link to search for and select a file from your computer to upload. If a file was attached to an attendee when the Express Class was created, the attachment is visible on the user's Observation History page for the related training item.
  5. Click the Save link at the bottom of the pop-up. The record will be saved for ALL selected users.

View Results and Scores for Users

After results and scores have been recorded for users on the Attendees page, you can view the selections made for each user. To search for a specific user in the Attendees list, you can enter the user's name in the Search added attendees search bar. The list of users will be filtered for users whose names correspond to your entered text.

If a score and result have been recorded for the user, the entered score and the selected result appear below the user's name and user ID. To make changes to these selections, click the Edit button to the right of the user's name. The Record pop-up window appears again, allowing you to edit the user's record information. If you wish to make edits in bulk, select the users whose records you want to modify and click the Bulk Record button again. You will be able to create a new bulk record for all the selected users.

To continue to the Summary step of the Express Class creation process, click the Next button at the bottom of the page. See Create Express Class - Summary.

Mobile Browser

Express Classes can be created in-browser on mobile devices. The process for creating the Express Class and the available fields are the same, but the display is optimized for mobile devices.