23.1 Learning Management Release Notes
Who is this article for?Users who want to learn more about the 23.1 Learning Management enhancements.
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This article introduces key updates in version 23.1, encompassing both product-level changes and configurable options. Among the product-level changes are enhancements such as displaying Complete in the outcome column of the Manage Session list when sessions are finished, addressing design flaws related to copying sessions, and allowing the creation of sessions with Location-Specific Groups.
Additionally, end users can now receive notifications when added to a session. Further improvements include removing Location and Employee Last Name from the My Training/Manage View filter and making changes to the warning message displayed when deleting a course or session. On the configurable front, users can now assign multiple plans to a training session, exclude inactive courses from the Course Picklist, merge deleted or inactive employee ID session details with new employee IDs, and request a Training progress summary screen reflecting a rolling 18-month period.
These updates align with our commitment to delivering enhanced functionality and configurability for an optimized user experience
- Adding the ability to have the outcome column in the Manage Session list show Complete instead of Update outcome for sessions that have been completed
- Address Design Flaw for Copy Session in Session Summary ,Session List and My Training
- Adding the Ability to have Location Specific Groups when creating sessions
- Adding the ability to have notifications for the new employee when added to the session
- Remove 'Location' and 'Employee Last Name' from 'My Training/Manage View' filter
- Make changes to the Warning message when user deletes a course or session
- Assigning Multiple Plans to a Training Session
- Remove selection of Inactive courses from Course Picklist
- Adding the ability for users to merge the deleted/Inactive employee ID session details with new employee ID
- Training progress summary screen to Rolling 18 Months
- Further Reading
1. Adding the ability to have the outcome column in the Manage Session list show Complete instead of Update outcome for sessions that have been completed.
In the current system, the outcome column for sessions under Manage Sessions List shows Update Outcome even after the courses are completed. The purpose is to enhance accuracy by displaying the correct status for completed sessions in the outcome column.
1.1 Configuration Details
Title: NA
Public/Private: NA
Default: NA
1.2. Enhanced System
- Make the outcome column in Manage session list to indicate as “Complete” instead of “Update outcome” if all the outcome for the session has been completed.
Important Note: User Interaction and Design.
2. Address Design Flaw for Copy Session in Session Summary ,Session List and My Training
In the current system, the capability to create a session by copying from an existing session with the required fields is not available. The purpose is to allow session creation through the copying of necessary information from existing sessions, the enhanced system has addressed this limitation. Specifically, the system now copies only the session-related information, providing users with the flexibility to update other details as needed.
2.1 Configuration Details
Title: NA
Public/Private: NA
Default: NA
2.2 Enhanced System
- Copy Session in Manage Session list copies the exact session and creates another record marked with Copy
- Incase the session is overdue ,it created another over due session without any update button
- Incase its incomplete then it creates another session with incomplete status ,same as open
- In all cases ,it copies the same employees and creates a session.
Important Note: Manage Session List - Copy Session : Opens Session Details with auto-populated fields and Update button.
3. Adding the Ability to have Location Specific Groups when creating sessions
In the existing system, when creating a new session in the learning management module via modules/learning management/manage session/+New for a location, the location level groups don't appear when trying to assign employees by group. Currently, the only group options visible in learning management options are the groups created in Setup/Security/Groups and not those from the Location setup groups. The purpose is to enhance functionality, allowing the group picklist to display both location and corporate level groups when assigning employees in learning management sessions.
3.1 Configuration Details
Title: NA
Public/Private: NA
Default: NA
3.2 Enhanced System
- The group picklist now shows both location level and corporate groups.
Important Note: User Interaction and Design.
4. Adding the ability to have notifications for the new employee when added to the session
In the existing system, users are adding new employees to existing sessions, but there is no option to notify them. Similarly, when a session is assigned to a new employee through the employee picklist, they don't receive email notifications. To address this, the system aims to notify new users with email notifications when a session is assigned to them.
4.1 Configuration Details
Title: NA
Public/Private: NA
Default: NA
4.2 Enhanced System
- Users are adding the new employees to the existing sessions but we do not have any option to notify them. Similarly, when a session is assigned to a new employee through the employee picklist, he/she doesn't receive the email notification.
Important Note: User Interaction and Design.
5. Remove 'Location' and 'Employee Last Name' from 'My Training/Manage View' filter
In the existing system, there are redundant and unnecessary filters within My Training/Manage View, such as an extra location filter added to the mandatory filter expression in the My Training list. To streamline the user experience, the goal is to make only the useful filters available in My Training view.
5.1 Configuration Details
Title: NA
Public/Private: NA
Default: NA
5.2 Enhanced System
There are few filters within My Training/Manage View which are redundant and not required. For example: There is an extra location filter added to mandatory filter expression in the My Training list which is unnecessary.
Important Note: User Interaction and Design.
6. Make changes to the Warning message when user deletes a course or session
In the existing system, there are scenarios when a user deletes sessions or courses by mistake and has to wait for ProcessMap to re-activate them. This enhancement has been implemented to avoid unnecessary deletion of sessions or courses.
6.1 Configuration Details
Title: NA
Public/Private: NA
Default: NA
6.2 Enhanced System
Important Note: User Interaction and Design.
- In order to avoid unnecessary deletions, we will now add an additional info in the delete warning message that will reduce such instances.
- For sessions - You are about to delete training record(s) which will not be available for any future sessions. Click OK to continue or cancel.’
- For course - You are about to delete course(s) which will not be available further in records. Click OK to continue or cancel.
- For Plan: You are about to delete plan(s) which will not be available in further records and will be inactive for any associated sessions. Click Ok to continue or cancel.
7. Assigning Multiple Plans to a Training Session
In the existing system, the capability is limited to selecting a single plan for a session, and it doesn't display associated courses for plan selection. The enhancement allows the selection of multiple plans for a session.
7.1 Configuration Details
Title: Is Multiple Plan Selection Applicable
Public/Private: Private
Default: No for Product
7.2 Enhanced System
Important Note: User Interaction and Design.
Important Note: Manage Session List : New Column for Plan Name.
8. Remove selection of Inactive courses from Course Picklist
In the current system users can select inactive courses from the Course Picklist, leading to complications, as assigning an inactive course restricts user access. The enhancement ensures the Course Picklist only displays active courses, preventing unintentional assignment of inactive courses. This refinement streamlines the user experience, reducing errors and improving overall system efficiency.
8.1 Configuration Details
Title: Is Multiple Plan Selection Applicable
Public/Private: Private
Default: No for Product
8.2 Enhanced System
Important Note: User Interaction and Design.
9. Adding the ability for users to merge the deleted/Inactive employee ID session details with new employee ID
The current system has no option to merge the historical sessions of a contract employee to his new employee id. This enhancement adds the ability for users to merge the deleted/Inactive employee ID session details with new employee ID.
9.1 Configuration Details
Title: Is Multiple Plan Selection Applicable
Public/Private: Private
Default: No for Product
9.2 Enhanced System
- We now have a Merger Data option in the Employee list screen.
- Where all the deleted/Inactive employee’s name with ID will be available and the user need to select both deleted/Inactive employee (status other than Active) and the employee with whom the data need to be merged.
- Users need to save the data and the historical data of the old employee id will be merged with the new employee id.
Important Note: User Interaction and Design.
10. Training progress summary screen to Rolling 18 Months
The existing system lacks the option for users to view rolling data for the Progress Summary, limiting their ability to track dynamic changes over time. The enhancement introduces the capability for users to select rolling data for the Progress Summary, providing a more comprehensive and dynamic view of progress trends over time. This improvement enhances the user's ability to monitor and analyze evolving data patterns within the system.
10.1 Configuration Details
Title: N/A
Public/Private: N/A
Default: N/A
10.2 Enhanced System
- When user views the Training Progress Summary, the rolling 18 months will be the default view. For Product, the default view will be as is.
Important Note: User Interaction and Design.
11. Further Reading
- 23.1 Activity Management Release Notes
- 23.1 App Builder Release Notes
- 23.1 Audit Management Release Notes
- 23.1 Chemical Management Release Notes
- 23.1 Document Management Release Notes
- 23.1 Foundation and Framework Release Notes
- 23.1 IMS Release Notes
- 23.1 Industrial Hygiene Release Notes
- 23.1 Mobile Pro Release Notes
- 23.1 Occupational Health Release Notes
- 23.1 Micro Release Notes
- 23.1 Insight Release Notes