Creating External Trainings on Learn

Creating External Trainings on Learn

Creating External Trainings on Learn

Learn allows you to create external trainings in the system so that you can manage all training records of learners in one place, even if the trainings are not conducted on the LMS.

Here's everything that you can do as an admin on Learn with respect to External Trainings:

  • Create External Trainings in the system and add trainings records of users 
  • Add records for External Trainings
  • Allow learners to add their records for external trainings in the system 
  • Approve or Reject training records uploaded by the learners

Admins will now find a new option in the "Trainings" menu on their top bar. When you click on that, you'll be taken to the External Trainings dashboard.
There are two tabs on this page:

    • Trainings - This is where you will find all external trainings that get created in the organization.
    • Records - This is where each record for users is created for external trainings.

Configuring fields and accesses for External Trainings

Learn will allow admins to configure:

  • The fields you require all external trainings to contain
  • If you want learners to be able to add records directly
  • If records added by learners need to go through approval & who it needs to be approved by
  • If you want learners to be able to create external trainings by themselves

Here's how you can set up the above configurations:

  • Open the External Trainings dashboard by hovering on the "Trainings" menu and clicking on "External Trainings." You will land on the "Trainings" tab of the dashboard.

  • Click on the gear icon and you will see a popup that provides you with all the aforementioned settings.


  • To configure or edit the custom fields for external settings, click on "Custom Fields." You will be directed to the Custom Fields page of the organization settings. Herein, you'll be able to add fields for external trainings with all the usual field configurations.
You can also configure Custom Fields for external trainings by directly 
navigating to the organization's "Settings" and opening the "Custom Fields" menu.
From that page, you can simply select 'External Training" from the dropdown and
manage the fields for external trainiings.
  • You can allow learners to add records by clicking on "Allow learners to upload external training records" option and selecting and selecting "Yes."

  • If you select "Yes" on the above field, you'll see an option to select who it should be reviewed by. You can select amongst:
    • Admins
    • Direct managers
    • Combination of Admins & Managers
    • A selection of specific users
    • or No one, i.e. no approval is required

  • You can also allow learners to create records for trainings that haven't been added to the system, by clicking on the dropdown next to the "Can learners add their own training and issuing authority names?" option and selecting "Yes."

Creating an External Training

An admin can create external trainings by following the simple steps below:

  • Open the External Trainings dashboard by hovering on the "Trainings" menu and click on "External Trainings." You will land on the "Trainings" tab of the dashboard.
  • Click on the '+' button to create a new training.


  • You'll be required to enter the title of the external training and the issuing authority of the training. Once you do that, you'll immediately be able to create it. You can additionally add the duration of the training and an image for the training. 
An external training must have a unique combination of title and issuing authority. 
If you attempt to create a training that has the same title as a pre-existing
training, as well as the same issuing authority, you will be informed that such a
training already exists.
  • When you click on "Create Training," the training will be added to the LMS and you will then be able to add records for users who have completed the training.

Note: If you've enabled learners to be able to add their own trainings and issuing
authorities, then learners can also create external trainings directly.

 

Read more about External Trainings:



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