Requirements: Create, Edit and Delete

Article Links Introduction | Create a Requirement | Edit a Requirement | Delete a Requirement | 

INTRODUCTION

A requirement is a sub-set of a qualification that includes associated activities. The steps to create a qualification begins with the activity.  Activities are grouped into requirements and then added to the qualification.

Refer to the Qualifications and Requirements Overview article for an in-depth explanation of requirements and qualifications.  This process assumes that your activities have already been created.

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CREATE A REQUIREMENT

Follow these steps to create a requirement:

1. Click the Administration tab at the top of the screen.
2. Click the Qualifications link, then Requirements on the left menu bar.
3. Click the New button at the top of the Manage Requirements screen.
4. Click the Select button to the right of the Location field and follow these steps.
   1. Select the desired organization unit from the Look for drop down list.
   2. Select the desired organization from the list of available records.
   3. Click the Select button.
5. Type the name of the requirement.
6. Type a Description (optional field).
7. Click the Select button to the right of the Activities Included List box.
   1. Add Activities: Check the box(es) to the left of the activity name(s) in the Available Records table. Multiple activities can be selected. Click the right arrow to move the records to the Selected Records List Box.
   2. Remove Activities: Check the boxes to the left of the activity name(s) in the Selected Records table. Click the left arrow to move the records to the Available Records List Box.
   3. Click the Select button once all activities have been selected. You will be returned to the Edit Requirements screen.
   4. The selections will appear in the list box.
      Note: You can drag and drop the activities and place them in any order OR you can select one activity and use the up and down arrow keys to move the activity to the desired order.
8. Activities listed above should be completed in section: Check one of the radio buttons below to set or release a pre-requisite.
   1. Any order: The user will be able to complete the activities within the requirement in any order they choose.
   2. The order shown above. This sets a pre-requisite and the user will have to complete each activity and receive a passing score before they can launch the next activity within the requirement.
9. To complete this Requirement section: Check one of the radio buttons below to set completion requirements.
   1. User must complete all Activities above: Requires the learner to finish all activities for the completion status to change to “complete” within the requirement.
   2. Users must complete a certain number of the Activities above: Requires the learner to finish a specified number of activities for the completion status to change to “complete” within the requirement.
   3. Users must accumulate a certain amount of time: Requires the learner to spend a specified amount of time for the completion status to change to “complete” within the requirement.
10. Click the Save button.
11. Click the Close button after the Requirement Created confirmation appears.
12. Your newly created requirement will appear on the Manage Requirements screen after selecting the Refresh button.

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EDIT A REQUIREMENT

Typically a requirement would be edited to add or remove activities or set or release a pre-requisite. Follow these steps to edit a requirement:

1. Click the Administration tab at the top of the screen.
2. Click the Qualifications link, then Requirements on the left menu bar.
3. Search and locate the requirement following the directions provided in the Using Search article.
4. Click the Edit button to the left of the desired requirement name.
5. Make any desired changes to data in existing fields.
6. Follow these steps to add or remove activities.
   1. Add Activities: Check the box(es) to the left of the activity name(s) in the Available Records table. Multiple activities can be selected. Click the right arrow to move the records to the Selected Records List Box.
   2. Remove Activities: Check the boxes to the left of the activity name(s) in the Selected Records table. Click the left arrow to move the records to the Available Records List Box.
   3. Click the Select button once all activities have been selected. You will be returned to the Edit Requirement screen.
7. Activities listed above should be completed in section: Check one of the radio buttons below to set or release a pre-requisite.
   1. Any order: The user will be able to complete the activities within the subject in any order they choose.
   2. The order shown above. This sets a pre-requisite and the user will have to complete each activity and receive a passing score before they can launch the next activity within the requirement.
8. To complete this Requirement Section: Click one of the radio buttons below to set completion requirements.
   1. User must complete all Activities above: Requires the learner to finish all activities for the completion status to change to “complete” within the requirement.
   2. Users must complete a certain number of the Activities above: Requires the learner to finish a specified number of activities for the completion status to change to “complete” within the requirement.
   3. Users must accumulate a certain amount of time. Requires the learner to spend a specified amount of time for the completion status to change to “complete” within the requirement.
9. Click the Save button located on the menu bar.
10. Click the Close button after the Changes Saved confirmation appears.
11. You will be returned to the Manage Requirements screen.

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DELETE A REQUIREMENT

Deleting a requirement is generally discouraged as all completion records associated with the requirement will be deleted. Instead, deactivate a requirement. Refer to the Requirements: Deactivate and Activate article for the steps to deactivate a requirement.
Note: Deleting a requirement does not delete the activities within a requirement. Follow these steps to delete a requirement:

1. Click the Administration tab at the top of the screen.
2. Click the Qualifications link, then Requirements on the left menu bar.
3. Search and locate the requirement following the directions provided in the Using Search article.
4. Click the Delete button to the left of the desired requirement.
   Note: If the Delete button is inactive, you have not been assigned the Master administration role and will be unable to delete subjects.
5. Click the Yes button on the Confirm Delete screen.
6. Click the OK button on the Delete Succeed confirmation screen. The requirement will be deleted from the LMS.

Should a subject be deleted in error, email support@convergencetraining.com. Support can generally restore the deleted requirement and their completion records.

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