Remove Self-Requested Training from Transcript

Learners can remove training items they self-requested from their transcripts using the Remove option available on the Transcript page.

To access the Transcript page, go to HOME > UNIVERSAL PROFILE. Then, click the Transcript tab. Note: The location of this link is configurable by your system administrator.

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 - Self Requested

Grants learners the ability to remove training that was self-requested from their active transcript and move it to the Removed tab of their transcript. This is an end user permission. This permission can be constrained by the following criteria:

  • User's Direct Subordinates
  • 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 user has requested training and it has been added to their transcript, the user can remove that training by navigating to their transcript and selecting the Options drop-down menu to the right of the training. If the user has permission to remove self-requested training, a Remove link is available in the drop-down. The user can click the Remove link to remove the training from their transcript. This opens the Remove Training pop-up, in which the user 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 user has finished populating the above fields, they can click the Submit button, and the training item will be removed from their 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.

FAQ

Q: What is self-requested training?

A: Self-requested training is training that the learner requested themselves. It is NOT training that was assigned to them by a manager, administrator, or via a learning assignment or other tool.

Q: Can training with a due date be removed?

A: Yes, training with a due date can be removed.

Q: Can users remove training from their transcript via other system locations, such as Learner Home?

A: No, users can remove training from their transcript via the Transcript page only.

Q: Can any emails be triggered by training self-removal?

A: No, there are no emails triggered when a user removes self-requested training from their own transcript.

Considerations

The following considerations apply to this functionality:

Training Type Considerations

The following training types are supported for self-removal:

  • Curricula
  • Events and sessions
  • External content
  • External training
  • Libraries
  • Materials
  • Online classes
  • Online content
  • Quick courses
  • Tests
  • Videos

The following training types are NOT currently supported for self-removal:

  • Assessments
  • Certifications
  • Programs and cohorts

  • Training initially requested or launched outside of the Cornerstone system

Note: It is NOT possible for administrators to modify which training types are eligible for self-removal.

Training Status Considerations

Training must be in the following training statuses in order for users to remove it from their transcripts:

  • All statuses within the Not Started category
  • All statuses within the In Progress category

Training in the following training statuses CANNOT be removed from the transcript by an end user:

  • All statuses within the Completed and Completed Equivalent category (i.e. Equivalent, Exempt, Expired, Discontinued, Not Activated, etc)

For more information about which training statuses are included in each category: See Transcript Status Groups for Reporting.

Training Self Removal Scenarios

The table below outlines common training request and assignment scenarios and clarifies whether it is possible for users to self-remove training in those scenarios:

User Types System Area Scenario Is Self Removal Possible?
Learners General
  1. Learner self-requests training
 Yes
Learners, Managers, and Administrators General
  1. Manager or administrator assigns training to the learner via direct assignment
 No
Learners, Managers, and Administrators General
  1. Learner self-requests training
  2. Manager or administrator assigns the same training to the learner via direct assignment
 No
Learners and Administrators LAT
  1. Learner self-requests training
  2. Administrator assigns the same training to the learner via the Learning Assignment Tool (LAT) with the Maintain Progress option enabled
 No
Learners and Administrators LAT
  1. Learner self-requests training
  2. Administrator assigns the same training to the learner via the Learning Assignment Tool (LAT) with the Maintain Progress option disabled
 No
Learners and Administrators LAT
  1. Learner self-requests training
  2. Administrator assigns the same training to the learner via the Learning Assignment Tool (LAT) with the Maintain Progress option enabled
  3. Administrator removes this training directly from the learner's transcript
  4. Learner self-requests the training again
 Yes
Learners and Administrators LAT & TRT
  1. Learner self-requests training
  2. Administrator assigns the same training to the learner via the Learning Assignment Tool (LAT) with the Maintain Progress option enabled
  3. Administrator removes this training via the Training Removal Tool (TRT)
  4. Learner self-requests the training again
 Yes
Learners and Administrators LAT
  1. Learner self-requests training
  2. Administrator assigns the same training to the learner via the Learning Assignment Tool (LAT) with the Maintain Progress option disabled
  3. Admin removes this training directly from the learner's transcript and selects to remove only current registration
 Yes
Learners and Administrators LAT
  1. Learner self-requests training
  2. Administrator assigns the same training to the learner via the Learning Assignment Tool (LAT) with the Maintain Progress option disabled
  3. Administrator removes this training directly from the learner's transcript and selects to remove all prior registrations
  4. Learner self-requests the training again
 Yes
Learners and Administrators LAT & TRT
  1. Learner self-requests training
  2. Administrator assigns the same training to the learner via the Learning Assignment Tool (LAT) with the Maintain Progress option disabled
  3. Administrator removes this training via the Training Removal Tool (TRT)
  4. Learner self-requests the training again
 Yes
Learners and Administrators Versioning
  1. Learner self-requests training
  2. The training is versioned with the Replace versioning option
 Yes
Learners and Administrators Versioning
  1. Learner self-requests training
  2. The training is versioned with the Appendversioning option
 Yes
Learners and Administrators Express Class
  1. Learner self-requests training
  2. Administrator completes the training via Express Class
 No
Learners and Administrators Express Class
  1. Learner self-requests training
  2. Administrator completes the training via Express Class
  3. Administrator removes this training directly from the learner's transcript and selects to remove all prior registrations
  4. Learner self-requests the training again
 Yes
Learners and Administrators Express Class
  1. Learner self-requests training
  2. Administrator completes the training via Express Class
  3. Administrator removes this training directly from the learner's transcript and selects to remove only current registration
 Yes
Learners, Managers, and Administrators General
  1. Manager or administrator assigns training to the learner via direct assignment
  2. Manager or administrator removes this training directly from the learner's transcript
  3. Learner self-requests the training
 Yes
Learners, Managers, and Administrators TRT
  1. Manager or administrator assigns training to the learner via direct assignment
  2. Administrator removes this training via the Training Removal Tool (TRT)
  3. Learner self-requests the training
 Yes
Administrators LAT
  1. Administrator assigns training to the learner via the Learning Assignment Tool (LAT)
 No
Managers and Administrators LAT
  1. Administrator assigns training to the learner via the Learning Assignment Tool (LAT)
  2. Manager or administrator removes this training directly from the learner's transcript
  3. Learner self-requests the training
 Yes
Learners and Administrators LAT & TRT
  1. Administrator assigns training to the learner via the Learning Assignment Tool (LAT)
  2. Administrator removes this training via the Training Removal Tool (TRT)
  3. Learner self-requests the training
 Yes
Administrators Express Class
  1. Administrator completes training via Express Class
 No
Learners and Administrators Express Class
  1. Administrator marks training incomplete via Express Class
  2. Administrator removes this training directly from the learner's transcript
  3. Learner self-requests the training
 Yes
Learners and Administrators Express Class & TRT
  1. Administrator marks training incomplete via Express Class
  2. Administrator removes this training via the Training Removal Tool (TRT)
  3. Learner self-requests the training
 Yes
Learners and Administrators LAT
  1. Learner self-requests training
  2. Administrator assigns a curriculum that contains the same training
  3. Administrator realizes the curriculum was assigned to the learner in error and removes the curriculum
  4. Training remains standalone on the transcript
 Yes
Learners and Administrators Versioning
  1. Learner self-requests training
  2. Administrator assigns a curriculum that contains the same training
  3. Administrator versions the curriculum
  4. Administrator removes the curriculum and the training the learner self-requested is not removed and remains standalone on the transcript
 Yes
Learners and Administrators Training Update Tool
  1. Learner self-requests training
  2. Administrator completes the training using the training update tool
 No
Learners and Administrators Edge
  1. Learner self-requests training
  2. Administrator completes the training using Edge Import
 No