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Adding Historical Training to a User
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The following users can add historical training:
- Users with the Group Manager or Manage Group Users group permission.
- Course managers if the account's Course Manager Access setting's Enroll Learners option is checked.
- Administrators or owners.
To add historical training for an instructor-led course:
- From the Admin menu, select User Admin.
- Select Enrollments. The Enrollments Dashboard displays.
- Click Historical Training.
A new tab displays the Instructor-Led Training Historical Entry workscreen.
- Specify the settings for the historical training entry.
- Specify the learners.
- For each user in the grid:
- If the user did not attend the course, uncheck the Attended checkbox.
- If the user did not complete the course, uncheck the Completed checkbox.
- Specify whether the user passed the course by selecting Pass or Fail from the list in the Grade column.
- Click Save.
The course you'd like to associate with a learner or learners. Click Course to add a new historical course.
The session you'd like to associate with a learner or learners. Click Session to add a new session to a historical course.
If checked, the Course Completion email will be sent to the selected learners. By default, the account's selected Course Completion email template will be selected.
To change the selected email template, check the Change Assigned Email Template checkbox and select the email template from the list. Click the to preview the selected email template.
Specify the learner(s) to which you'd like to associate the historical course by either searching for learners or selecting learners from a list. The grid displays the learners who are in a home group associated with the course.
To search for learners who should have the historical training added:
- Ensure that the Learner field's Search option is selected.
- Enter any three characters from the user's name, email address, or employee ID to search for the user. Users matching the specified characters are listed.
- Either click the user's name, or if the user's name is highlighted press Enter. The user's name is added to a grid.
You may add a historical training entry to users who have access to the course. To select learners who should have the historical training added:
- Ensure that the Learner field's Select option is selected.
- Expand the Select Learners list.
- Select the learner(s) by clicking the beside the name(s).
- Click Learner to add the learners selected in step 3 to the grid.