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Tracking and Completions: Credit Wizard

Convergence Training Support
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Article Links Introduction | Credit Wizard: Credit Activities | Credit Wizard: Credit Qualifications | Add an Attachment to a Completion Record |

 

INTRODUCTION

The Credit Wizard allows you to manually create completion records for activities or qualifications/training programs as follows:

  • One Learner: Multiple activities or qualifications/training programs
  • Multiple Learners: One activity or qualification/training program
  • Multiple Learners: Multiple activities or qualifications/training programs

The Credit Wizard will set any activity’s completion status to complete regardless of the completion rule set in the activity or the rule set within an activity property. For example, if a quiz requires an 80% passing score, the Credit Wizard assumes the score was achieved.
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 Surface Miner (MSHA) LMS.

The Credit Wizard credits the same completion date and activity duration for all users for each activity or qualification.

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CREDIT WIZARD: CREDIT ACTIVITIES 

Follow these steps to create a completion record for one or more activities:

  1. Click the Administration tab at the top of the screen
  2. Click the Tracking and Completions link, then Credit Wizard on the left menu bar
  3. Click the Select button to the right of the user(s) field:
    1. Select one of the following from the Look for drop down list.
      User: allows you to select one or more users
      Users I have Permissions For: allows you to select one or more users you have permissions for
      Note: If you have a security role target that includes multiple organization units, this will present a list of ALL users that you have permission to access
      Organization Unit: allows you to select one or more users by team or department
      Note: Training must be credited to an individual user. To select all or some users in an organization unit, select the green linked number in the User column for the desired organization unit. A list of users for that organization unit will appear.
      Group: allows you to select one or more users by group
      Note: Training must be credited to an individual user. To select all or some users in a group, select the green linked number in the User column for the desired group. A list of users for that group will appear.
    2. Select one or more users from the available list by checking the checkbox to the left of their name
    3. Click the right arrow to add to the users to the Selected Records table.
    4. Click the Select button.
  4. Click the Select button to the right of activities field.
    1. Select one of the following from the Look for drop down list:
      Activity: allows you to select one or more activities
      Activities I have Permissions For: allows you to select one or more activities you have permissions for
      Note: If you have a security role target that includes multiple organization units, this will present a list of ALL activities that you have permission to access
    2. Select one or more activities from the available list by checking the checkbox to the left of their name
    3. Click the right arrow to add to the users to the Selected Records table.
    4. Click the Select button
  5. Click the Next button to move to Step 2
    mceclip1.png
  6. The selected activities will be displayed in a table. The table allows you to enter the Date, Duration, Score and, if using the MSHA LMS the Competent Persons column will appear.
    Notes: (1) If the data in each field is the same for all, click the Populate All mceclip0.png button to the left of each field.  The data will automatically populate all fields below it. (2) Red Text = required entry, Black Text = optional entry.
  7. Activity Completed On: Enter the date the activity was completed for each activity
  8. Time Spent Minutes: Enter the duration for each activity.
  9. Score: Enter the score for each activity, if applicable.
  10. Competent Persons: Click the Select Competent Persons link to add competent persons to each activity
    Note: The Competent Persons link will only display when using the MSHA LMS.
    1. Search and select all the users that are considered Competent Persons for the activity
    2. Click the green right arrow to move users from the Available Records Table to the Selected Records Table
    3. Click the Select button to return to Step 2 of the Credit Wizard
  11. Click the Create Records and Continue button to move to Step 3.
    Note: If the button is not visible, zoom out (CTRL + minus key) until the button is visible.
    mceclip2.pngmceclip0.png
  12. The Credit Wizard triggers a Duplicate Completions alert if it detects that a duplicate completion record is about to be created for activity(ies) being credited with the same date and the same user. Select one of the following when you get the warning:
    1. Click the Create button: this action will create an additional completion record for the activity.
    2. Click the Skip button: when crediting a single or multiple activity(ies). This action WILL NOT create completion records for the activities identified as duplicates. Completion records WILL be created for activities NOT identiifed as duplicates. If crediting a single activity, the LMS will return to Step 3 and display the "No records to display" and the "No completion records were created" messages.
    3. Click the Cancel button: this action will cancel the process and return to Step 2 of the Credit Wizard.  You can change the Activity Completed on date or choose back to change the User or Activities to be credited. 
  13. Click the OK button on the Update Completion Status screen.
    mceclip2.png
  14. You may perform the following actions in Step 3.
    1. Edit: Edit the completion record to add additional information to any non-required entry field. For example, add a description to an event, select a presenter, and select the place where the training occurred.
      Note: If more than one included users, this will update the completion record for all Users.
    2. Add Attachment: Refer to the Add an Attachment to the Completion Record section of this article to add an attachment to a completion record
      For example: a sign-in sheet for an event, a copy of a completion certificate from an outside vendor training, or a picture of a certification (like a hearing test) from a third party vendor.
    3. Delete: Delete the completion record just created.
      Note: The Delete button will only be active for Master Administrators.
  15. You may create more completion records or perform another action.

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CREDIT WIZARD: CREDIT QUALIFICATIONS/TRAINING PROGRAMS

Follow these steps to create a completion record for one or more activities included in a qualification/training program.

  1. Click the Administration tab at the top of the screen
  2. Click the Tracking and Completions link, then Credit Wizard on the left menu bar
  3. Click the Select button to the right of the user(s) field:
    1. Select one of the following from the Look for drop down list:
      User: allows you to select one or more users
      Users I have Permissions For: allows you to select one or more users you have permissions for
      Note: If you have a security role target that includes multiple organization units, this will present a list of ALL users that you have permission to access.
      Organization Unit: allows you to select one or more users by team or department
      Note: Training must be credited to an individual user. To select all or some users in an organization unit, select the green linked number in the User column for the desired organization unit. A list of users for that organization unit will appear.
      Group: allows you to select one or more users by group
      Note: Training must be credited to an individual user. To select all or some users in a group, select the green linked number in the User column for the desired group. A list of users for that group will appear.
  4. Click the Select button to the right of activities field.
    1. Select one of the following from the Look for drop down list:
      Qualification: allows you to select one or more qualifications
      Qualifications I have Permissions For:  allows you to select one or more qualifications you have permissions for
    2. Select the green linked number in the activities column
      Note: Completion records are credited to activities not qualifications.  Select the green linked number in the Activities column to view a list of activities included in the qualification.
    3. Select one or more of the activities listed
      Note: Select ALL activities if you want to change the qualification/training program status to complete
    4. Click the right arrow to add to the activities to the Selected Records table.
    5. Click the Select button
  5. Click the Next button to move to Step 2
    mceclip3.png
  6. The selected activities will be displayed in a table. The table allows you to enter the Date, Duration, Score and, if using the MSHA LMS the Competent Persons column will appear.
    Notes: (1) If the data in each field is the same for all, click the Populate All mceclip0.png button to the left of each field.  The data will automatically populate all fields below it. (2) Red Text = required entry, Black Text = optional entry.
  7. Activity Completed On: Enter the date the activity was completed for each activity
  8. Time Spent Minutes: Enter the duration for each activity.
  9. Score: Enter the score for each activity, if applicable.
  10. Competent Persons: Click the Select Competent Persons link to add competent persons to each activity
    Note: The Competent Persons link will only display when using the MSHA LMS.
    1. Search and select all the users that are considered Competent Persons for the activity
    2. Click the green right arrow to move users from the Available Records Table to the Selected Records Table
    3. Click the Select button to return to Step 2 of the Credit Wizard.
  11. Click the Create Records and Continue button to move to Step 3.
    Note: If the button is not visible, zoom out (CTRL + minus key) until the button is visible.
  12. Click the OK button on the Update Completion Status screen.
    mceclip4.png
  13. You may perform the following actions in Step 3.
    1. Edit: Edit the completion record to add additional information to any non-required entry field. For example, add a description to an event, select a presenter, and select the place where the training occurred.
      Note: If more than one included users, this will update the completion record for all Users.
    2. Add Attachment: Refer to the Add an Attachment to the Completion Record section of this article to add an attachment to a completion record
      For example: a sign-in sheet for an event, a copy of a completion certificate from an outside vendor training, or a picture of a certification (like a hearing test) from a third party vendor.
    3. Delete: Delete the completion record just created.
      Note: The Delete button will only be active for Master Administrators.mceclip0.png
  14. The Credit Wizard triggers a Duplicate Completions alert if it detects that a duplicate completion record is about to be created for activity(ies) being credited with the same date and the same user. Select one of the following when you get the warning:
    1. Click the Create button: this action will create an additional completion record for the activity.
    2. Click the Skip button: when crediting a single or multiple activity(ies). This action WILL NOT create completion records for the activities identified as duplicates. Completion records WILL be created for activities NOT identiifed as duplicates. If crediting a single activity, the LMS will return to Step 3 and display the "No records to display" and the "No completion records were created" messages.
    3. Click the Cancel button: this action will cancel the process and return to Step 2 of the Credit Wizard.  You can change the Activity Completed on date or choose back to change the User or Activities to be credited. 
  15. You may Create More Completion Records or perform another action.

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ADD AN ATTACHMENT TO A COMPLETION RECORD

Follow these steps on Step 3 of the Credit Wizard screen to add an attachment to a completion record.
For example: a sign-in sheet for an event, a copy of a completion certificate from an outside vendor training, or a picture of a certification (like a hearing test) from a third party vendor.
Note: If you scan the attachment as a .jpeg or a .png file when you run the report called the Activity Completions Records and Attachments Report, the attachments added to any activity in the report will also be available to print. 

  1. Click the Add Attachment button to the left of the desired activity that you want to add an attachment to
  2. lick the Browse button on the Attach File screen
    1. Search and locate the file you want to attach
    2. Click on the desired file
    3. Click the Open button
  3. You can change the display name to make it easier to identify the contents of the attachment
  4. Add a description (optional)
  5. Select a Responsible Person (optional)
  6. Click the Save button
  7. The attachment will appear in the Attachments table
  8. Click the Close button in the upper right corner
  9. You will be returned to Step 3 of the Credit Wizard screen
  10. You can continue to add additional attachments if you credited multiple activities

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