Training Programs: Create, Edit and Delete

Article Links Introduction | Create a Training Program | Edit a Training Program | Delete a Training Program | 

INTRODUCTION

A Training Program includes associated subjects that are required by MSHA Part 46. You can use training programs for other training needs as well. For example, sales and administration employees.

The steps to create a Training Program begins with the activity.  Activities are grouped into Subjects and then added to the Training Program. The MSHA LMS includes MSHA compliance reporting tools that help you create your MSHA-required training plan and other MSHA-required training documentation once you’ve created your Training Programs (plus the Subjects and Activities within them).

Refer to the Training Programs and Subjects Overview and the Subjects: Create, Edit and Delete articles for an in-depth explanation of Subjects and Training Programs.  This process assumes that your activities have already been created.

A training program must be set up for each site to comply with the MSHA Part 46 for the following:

• New Miner Training Program
• Newly Hired Experience Miner Program
• New Task Training - "Task Specific Name"
• Site-Specific Hazard Awareness
• Annual Refresher Training Program

Best Practice: It is recommended that when you create a MSHA-required training program that you create each training program annually.  For example, the 2017 New Miner Training Program would be created again as the 2018 New Miner Training Program.  To ease the burden of creating each training program separately for each site, refer to the Training Programs: Copy article for instructions to copy existing programs.

By following this method, when you generate reports they will accurately reflect the activities completed by the learners in the year they were completed.  Since the activities in your training programs are likely to be updated year-to-year, this ensures an accurate historical record of completed activities.

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CREATE A TRAINING PROGRAM

Follow these steps to create a training program:

Version 2.2 and below

1. Click the Administration tab at the top of the screen
2. Click the Activities and Training Programs link, then the Manage Training Programs link on the left menu bar

Version 2.3 and above

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

Create the Training Program

1. Click the New button at the top of the Manage Training Programs screen
2. 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
3. Type the name of the Training Program
4. Type a Description (optional field)
5. Click the Select button to the right of the Subjects Included List box.
   1. Add Subjects: Check the box(es) to the left of the subject name(s) in the Available Records table. Multiple subjects can be selected. Click the right arrow to move the records to the Selected Records List Box.
   2. Remove Subjects  Check the boxes to the left of the subject 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 subjects have been selected. You will be returned to the Edit Subjects screen
   4. 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
6. Subjects 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 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 and receive a passing score before they can launch the next subject within the training program.
7. To complete this Training Program section: Check one of the radio buttons below to set completion requirements.
   1. User must complete all Subjects above: Requires the learner to finish 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 learner 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.
8. Click the SAVE button.
9. Click the Close button after the Training Program Created confirmation appears
10. Your newly created training program will appear on the Manage Training Programs screen after selecting the Refresh button.

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EDIT A TRAINING PROGRAM

Typically a training program would be edited to add or remove subjects, or to set or release a pre-requisite. Follow these steps to edit a training program:

Version 2.2 and below

1. Click the Administration tab at the top of the screen
2. Click the Activities and Training Programs link, then the Manage Training Programs link on the left menu bar

Version 2.3 and above

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

Edit the Training Program

1. Search and locate the training program following the directions provided in Using Search article
2. Click the Edit button to the left of the desired training program name
3. Make any desired changes to data in existing fields
4. Follow these steps to add or remove subjects
   1. Add Subjects: Check the box(es) to the left of the subject name(s) in the Available Records table. Multiple subjects 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 subject 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 subjects have been selected. You will be returned to the Edit Training Program screen
5. Subjects 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 subject and receive a passing score for all activities within the subject before they can launch the next subject within the training program.
6. To complete this Subject section: Check one of the radio buttons below to set completion requirements.
   1. User must complete all Subjects above: Requires the learner to finish all subjects or the completion status to change to “complete” within the training program.
   2. Users must complete a certain number of the Subjects above: Requires the learner 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.
7. Click the Save button located on the menu bar
8. Click the Close button after the Changes Saved confirmation appears
9. 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 Training Programs: Deactivate and Activate article for the steps to deactivate a training program. Follow these steps to delete a training program:

Version 2.2 and below

1. Click the Administration tab at the top of the screen
2. Click the Activities and Training Programs link, then the Manage Training Programs link on the left menu bar

Version 2.3 and above

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

Delete the Training Program

1. Search and locate the training program following the directions provided in the Using Search article
2. 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.
3. Click the Yes button on the Confirm Delete screen
4. 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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