Action Item - Session

Conditions for the LO to appear on the Action Items page:

  • The learning object (LO) must be active on the user's transcript. Archived LOs do not appear, regardless of status.
  • If registration is closed and there are no actions the user can take, then the LO does not appear.
  • If a start date is defined, the LO is only visible if the start date is the current date or has passed. If the start date has not yet passed, then the LO does not appear.
  • If the link expiration date has passed, the LO does not appear.
  • If a user registers for a course and is placed on the waitlist, the LO continues to appear on the Action Items page until the activity date for the session has passed.

When a session action item is displayed on the Action Items page, the following is displayed for each action item:

  • Color Strip - The left edge of the action item icon is color coded to represent proximity to the due date of the action item. For example, if the action item due date is past due, then the color strip is red to indicate that action is required immediately. If an action item due date is not eminent, then the color strip is green to indicate that action is not required immediately. See the Color Strip Key section below for additional information.
  • Title - This displays the action item title. Click the action item title to perform an action that corresponds with the current status. For example, if the status is Approved, then clicking the title registers the user in the LO or redirects them to the shopping cart, if necessary. See the Session Statuses and Actions section below for additional information.
  • Due Date - This displays the action item due date.
  • Status - This displays the current status of the action item.
  • Priority Flag - This button allows users to mark action items as high priority. Priority can be helpful as a visual indicator to users. Also, action items can be filtered by priority from the Sort drop-down at the top of the page. When the priority flag is not selected, it is gray . When the priority flag is selected, the action item is high priority and the flag is red .

The following options are available from the action item drop-down menu:

  • Action - The option that appears first is dependent upon the current status of the LO. See the Session Statuses and Actions section below for additional information.
  • View Details - Click this option to view the Transcript Details pop-up.

Session Statuses and Actions

Status Actions Action Behavior
Approved Register Register the user or redirect the user to the shopping cart, if necessary
Pending Payment None/"Pay" Redirect the user to the shopping cart
Registration Pending Register Register the user or redirect the user to the shopping cart, if necessary
Registered View Redirect the user to the Training Details page
Registered (Level 2 Evaluation) Take Pre-Test Launch the pre-test
Registered (Level 3 Evaluation) Evaluate Behavior Launch evaluation
No Show The event appears in Registered status with a Select Session action Open the pop-up to display the available sessions for the event
Withdrawn The event appears in Registered status with a Select Session action Open the pop-up to display the available sessions for the event
Pending Evaluation (Level 1) Evaluate Redirect the user to the Evaluation page
Pending Evaluation (Level 2) Take Post-Test Launch the post-test
Pending Acknowledgment Acknowledge Redirect the user to the Acknowledgment Form page
Pending Completion Signature Complete Redirect the user to the Training Details page
Pending Post-Work View Post-Work This option directs the user to the Transcript Details page for the corresponding LO. The corresponding section (e.g., Prerequisites, Pre-work, Post-work) is displayed. Note: Administrators and managers viewing another user's transcript do not see this status.

Color Strip Key

The following colors are available:

  • Red - Due today or past due
  • Orange - Due within the next seven days, not including today
  • Green - Due after seven days