Feature Overview and Requirements 

Portal Administrators and Instructors can search for users and view their training history. Portal Administrators can also edit a student’s training history by adding or inactivating transcripts and editing them to update status, scores, or leave notes about changes to the transcript.

To migrate a large volume of training history without manual data entry, you can use the Transcript Import feature, found under the Administration > User menu,  to add up to 10,000 records per upload.

Step by Step Procedure and Field Description

Review a Student’s Training History

1. From the Administration menu > Users > Search Users, filter for the user you want to update.
2. From the results list, select the Edit User Account button for that user.
3. Navigate to the History tab.
   • Click links below the tab to display Training (Course), Certification, or Curriculum history.
   • Expand the Search section to filter by course status or “All”.
   • Expand the Status area to see the transcript audit trail.
   • Click Certificate next to the status, if shown, to download a printable completion certificate.

Editing options under the History tab display for Portal Administrators only. They include the Edit button, which allows them to modify or expire an existing transcript, and the Add a New Transcript link for manually adding a transcript to the user’s history. Use of these options is explained in the sections below.

Note: Managers without administration rights can view their employee’s Training History from the Navigation > My Team > People page in a couple of ways:

• In the Action column, click User Drill Down to view the desired users Classic Home page and History tab.
• Expand the desired user record by clicking the user Details icon in the Status column, then click the Training History icon in the expanded details.

Edit an Existing Transcript

Sometimes it becomes necessary to edit a user’s existing transcript. Common reasons include the need to:

• Update the information associated with the transcript
• Change the user’s status relevant to the course
• Change the location related to the transcript, if the user is active in more than one place
• Add notes to the transcript as part of the training history
• Expire the transcript to allow a user to retake a course in which re-enrollment is restricted

To edit an existing transcript:

1. From the Administration menu, select Users > Search Users to search for and select the user whose history you want to update.
2. Click Edit User Account next to the appropriate user account.
3. On the History tab of the User Details page, click Edit to right side the transcript for which you want to edit the transcript.

4. In the Edit Transcript form, update the information as described below. Fields preceded by an asterisk (*) are required.

Transcript Section

• Course: Populates with the course related to the transcript you are editing
• Number of Attempts: The number of times the student has attempted the course. (Usually “1” is entered here.)
• Score Date: The date on which the current course status was achieved or the score shown was recorded. Score Date also represents the date on which a transcript reaches its final status (such as the Cancellation Date or the Fail Date)
• Location: The location in the user’s profile related to this transcript
• Instructor: The instructor of the course related to this transcript
• Status: The user’s current progress point within the course. The main statuses are: Scheduled, Launched, Attend(Pass), Fail, and Cancel.
• Written/Practical/Final Test Scores: Populates with scores from eLearning quizzes or Assessments. Can be manually updated.
• General Note: Provide notes that you want to associate with the Training History or Transcript Audit process.
• Expiration Date: The date that expires or inactivates a transcript. Note: Inactive transcripts remain a permanent part of a user’s history, but do not count toward current course, certification or curriculum credit. (This field is typically left blank, unless you want to deactivate the record in order to provide its user a fresh enrollment in the course.)

Transcript Documents Section

• • Name: The title or brief description of the transcript-related document being attached to the record
  • File Path: External file attached to the transcript record as “proof” of credit. Maximum size allowed is 180 MB

5. Make all necessary edits, then click Submit.

Manually Add a New Transcript to a User’s Profile

Portal Administrators are the only LMS users who can utilize the “Add a New Transcript” form to create ad-hoc history records for students. This feature allows administrators to manually create a transcript for an existing course in the catalog, or for a course that was completed outside of the LMS and needs recognized as equivalent credit for an existing course. With this process, the new transcript becomes part of the user’s permanent training history.

To add a transcript:

1. From the left navigation menu, select Users > Search Users to search for and select the user whose history you want to update.
2. Click Edit User Profile next to the account to which you want to add training history.
3. On the History tab of the User Details page, click the Add a New Transcript link near the bottom of the page.

4. In the Add Transcript form, complete the information as described below. Fields preceded by an asterisk (*) are required.

Transcript Section

• • Course: Click Choose a Course to search for and select the course to which you want to relate the new transcript
  • Number of Attempts: Enter the number of times the student has attempted the course. (Usually “1” is entered here.)
  • Score Date: Select the date on which the course was completed or the score was recorded. Score Date also represents the date on which a transcript reaches its final status (such as the Cancellation Date or the Fail Date)
  • Location: Select the location in the user’s profile related to this transcript
  • Instructor: Select the instructor of the course related to this transcript
  • Status: Select the course progress point for the new transcript. The main statuses are: Scheduled, Launched, Attend(Pass), Fail, and Cancel.
  • Written/Practical/Final Test Scores: Enter scores, if available.
  • General Note: Provide notes that you want to associate with the Training History or Transcript Audit process.
  • Expiration Date: The date that expires or inactivates a transcript. Note: Inactive transcripts remain a permanent part of a user’s history, but do not count toward current course, certification or curriculum credit. (This field is typically left blank, unless you want to deactivate the record in order to provide its user a fresh enrollment in the course.)

Transcript Documents Section

• • Name: The title or brief description of the transcript-related document being attached to the record
  • File Path: External file attached to the transcript record. Maximum size allowed is 180 MB. If a course was completed outside the LMS and you want to recognize it as an equivalent for an existing course, the attached file could be a document providing evidence of the completion and information about the alternate course.

5. Click Submit. The new transcript displays in the user’s Training History, including a link to any uploaded transcript documents.