Application administrators of the Learning application can access its admin side (Applications > Admin > Learning) and configure the options detailed below.
Learning Path
Enter users/roles/groups who should be able to manage Learning paths:
On the front end of Learning (Applications > Learning > Learning paths), users with this permission can create new paths, or edit/delete those existing:
Training Records
Training records can be created within Claromentis by manually creating them or having them automatically added by marking a Course, event or other as part of this.
Enter users/roles/groups who should be able to view training records vs update or manage them.
Generally, the choice is whether to allow the majority of users to update their own records manually or to have only administrators able to do this on their behalf.
(Any content marked with the in-system 'training record' option will always update the user's training record, the permission related to manual additions)
- View subordinate training records: User(s) (i.e. Managers) can view subordinates' training records.
- This depends on the direct reports filled out on user profiles in the 'Org Chart' tab - a manager will only be able to access records of their direct reports as entered.
- View all training records: Everyone's training record can be viewed
- Add/edit/delete their own training records: Can manage their own training records.
- Add/edit/delete subordinate training records: Can manage training records belonging to their subordinates as well as their own.
- Add/edit/delete everyone's training records: Can manage all training records for every user.
- View training record reports: Can access reports from the front-end of documents containing training records of all users.
On the front end of Learning (Applications > Learning > Training records), users can search other users' training records or update their own, depending on the permissions they have been given.
Certificate Expiration
Define the intervals to use for Certificate expiration reminder notifications.
The format this is sent in will be in line with each user's notification preferences.
This notification applies to certifcates manually added to the system and given a validity date:
Bulk Import/Export
Use the facility to bulk import or export training records:
Upload your own CSV using the 'import from CSV' button or first download a template from the system to fill out locally to ensure the columns are correct.
The export option will generate a CSV that includes training records for all users. If records are needed from select users, this can be downloaded from the front end (Applications > Learning> Training records > Search user > Download as CSV)
Qualification Codes
Qualification codes are used in Claromentis solely to tie content to Learning paths.
On the front end, those with the ability to create learning content can also create new codes when adding it.
Administrators can manage codes from this tab - create new ones, edit those existing or delete them.
More information is given in our guide about qualification codes here.
