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Assign Training: Scheduling Templates

Convergence Training Support
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Article Links Introduction | Using Scheduling Templates | 

 

INTRODUCTION

You can use the Scheduling Templates to select from a variety of pre-configured assignment schedule date selections.

Notes: (1) Qualifications and Training Programs are the same feature in the LMS.  Qualification is the term used in the Enterprise LMS. Training Program is the term used in the MSHA LMS. (2) The Express LMS is a basic feature LMS and does not include Qualifications or Training Programs and Electives. 

You can choose from the following available templates:

 Template Name Completion Status Expiration Date Recurring Due Date
Expires every 1 year; Due 30 days after it expires Every 1 year from the last time it was completed 30 days after it expires
Expires every 1 year; Due 30 days before it expires Every 1 year from the last time it was completed 30 days before it expires
Expires every 1 year; Due the day it expires Every 1 year from the last time it was completed On the day it expires
Expires every 3 years; Due 90 days before it expires Every 3 years from the last time it was completed 90 days before it expires
Expires every 3 years; Due the day it expires Every 3 years from the last time it was completed On the day it expires
Expires January 1st every year; Due 1 year after it expires January 1st every year 1 year after it expires
Expires January 1st every year; Due on April 1st the year after it expires January 1st every year On April 1st on the year after it expires

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USING THE SCHEDULING TEMPLATES

Follow these steps to use the Scheduling Templates:

  1. Complete Steps 1-3 of the Assign Training screen.
  2. Click the Advanced Scheduling button.
    Note: It is required to use this feature with the Advanced Scheduling mode.
  3. Click the Scheduling Templates button.
  4. Select the desired scheduling template from the list of available records.
  5. Click the Select button.
  6. You will be returned to the Assign Training Screen.
  7. The appropriate Completion Status Expiration and Recurring Due Date fields will be populated with the selection made.
  8. Complete any desired remaining fields.
  9. Click the Save button.
  10. Click the Close button after the Activities / Qualifications / Training Programs Assigned confirmation appears.
  11. Select the Manage Assignments link or the Assign More Training button on the Training Assignments Saved confirmation screen OR click anywhere in the LMS to remove the black and white confirmation box.

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