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Training Programs: Create, Edit and Delete

Convergence Training Support
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Article Links Introduction | Training Program Process | Create a Training Program | Edit a Training Program | Delete a Training Program | 

The Express LMS is a basic feature LMS and does not include all the features of a full service LMS. The Express LMS does not include the ability to create training programs.

 

INTRODUCTION

Training Programs allow LMS Administrators to bundle multiple associated activities together for assignment. 

Training Programs are made up of:

  • Subjects: A sub-set of the training that includes related activities.
  • Activities: Any training content that has been imported or created within the LMS

A completion record is generated AUTOMATICALLY once the user completes ALL activities included in the training program.

Refer to the Training Programs and Subjects Overview article to learn how Training Programs are designed to be used in the LMS.

Refer to the following articles to learn how to create and maintain Training Programs to comply with MSHA Part 46:

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TRAINING PROGRAM PROCESS

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Creating Training Programs requires the following steps:

Step 1: Create and Import activities. Refer to the Training Import and Creation: Overview article.
Step 2: Create Subjects and add activities. Refer to the Subjects: Create, Edit and Delete article.
Step 3: Create Training Program and add Subjects. Refer to the article below.
Step 4: Assign Training Program. Refer to the Assignments: Overview article to learn how to set one-time and recurring assignments.
Step 5: Run Reports. Refer to the Reports: Overview article to learn about reports. 

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CREATE A TRAINING PROGRAM

The procedures below assume that your Activities and Subjects have already been created.

Red fields = required entry; Black fields = optional entry

Follow these steps to create a training program:

  1. Click the Administration tab at the top of the screen
  2. Click the Training Programs link, then Training Programs on the left menu bar
  3. Click the New button at the top of the Manage Training Programs screen
  4. Location: 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. Check the checkbox to the left of the desired organization from the list of available records
    3. Click the Select button
  5. Name: Type the name of the Training Program
  6. Description: Type a description of the Training Program
  7. Which Subjects will be included?
    1. Click the Select button to the right of the Subjects Included list box. A list of subjects will appear in the Available Records table
    2. Check the box(es) to the left of the subject name(s) in the Available Records table. Multiple subjects can be selected.
    3. Click the right arrow to move the subjects to the Selected Records table.
    4. Click the Select button once all subjects have been selected. You will be returned to the Edit Training Programs screen.
    5. The selections will appear in the list box.
      Note: You can drag and drop the subjects and place them in any order OR you can select one subject and use the up and down arrow keys to move the subject to the desired order
  8. Subjects listed above should be completed in: Check one of the buttons below to set a pre-requisite.
    1. Any order: The user will be able to complete the subjects within the training program in any order they choose.
    2. The order shown above. This sets a pre-requisite and the user will have to complete each subject in the order you specify.
  9. To complete this Training Program: Check one of the buttons below to set completion requirements.
    1. User must complete all Subjects above: Requires the user to complete all subjects for the completion status to change to “complete” within the training program.
    2. Users must complete a certain number of the Subjects above: Requires the user to finish a specified number of subjects for the completion status to change to “complete” within the training program.
    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 training program.
  10. Click the Save button.
  11. Click the Close button after the Training Program Created confirmation appears.

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EDIT A TRAINING PROGRAM

Edit a training program to:

  • Add one or more subjects
  • Remove one or more subjects
  • Set or release a pre-requisite
  • Change the completion requirement

Red fields = required entry; Black fields = optional entry

Follow these steps to edit a training program:

  1. Click the Administration tab at the top of the screen.
  2. Click the Training Programs link, then Training Programs on the left menu bar.
  3. Search and locate the training program following the directions provided in Using Search article.
  4. Click the Edit button to the left of the desired training program name.

Add Subjects

  1. Click the Select button to the right of the Subject List table.
  2. Check the box(es) to the left of the subject name(s) in the Available Records table. Multiple subjects can be selected.
  3. Click the right arrow to move the subjects to the Selected Records table.
  4. Click the Select button.
  5. You will be returned to the Edit Training Program screen.
  6. Click the Save button.
  7. Click the Close button after the Changes Saved confirmation appears.

Remove Subjects

  1. Click the Select button to the right of the Subject List table.
  2. Check the boxes to the left of the subject name(s) in the Selected Records table.
  3. Click the left arrow to remove the records.
  4. Click the Select button.
  5. You will be returned to the Edit Training Program screen.
  6. Click the Save button.
  7. Click the Close button after the Changes Saved confirmation appears.

Set/Release a Pre-Requisite

  1. Scroll to The Subjects listed above should be completed in section.
  2. Check one of the buttons below to set a pre-requisite.
    1. Any order: The user will be able to complete the subjects within the training program in any order they choose.
    2. The order shown above. This sets a pre-requisite and the user will have to complete each subject in the order you specify.
  3. Click the Save button.
  4. Click the Close button after the Changes Saved confirmation appears.

Change the Completion Requirement

  1. Scroll to To complete this Subject section.
  2. Check one of the buttons below to set completion requirements.
    1. User must complete all Subjects above: Requires the user to complete all subjects for the completion status to change to “complete” within the training program.
    2. Users must complete a certain number of the Subjects above: Requires the user to finish a specified number of subjects for the completion status to change to “complete” within the training program.
    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 training program.
  3. Click the Save button
  4. Click the Close button after the Changes Saved confirmation appears
  5. You will be returned to the Manage Training Programs screen

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DELETE A TRAINING PROGRAM

Deleting a training program is generally discouraged as all completion records associated with the training program will be deleted. Instead, deactivate a training program. Refer to the Deactivate and Activate Training Programs and Subjects article for the steps to deactivate a training program.

Deleting a Training Program DOES NOT delete the subjects within the Training Program.

Follow these steps to delete a training program:

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

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

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