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Documents Frequently Asked Questions2022-07-16T22:02:47+00:00

Frequently Asked Questions

We’ve compiled a list of some of the most frequently asked questions pertaining to our courseware. Browse the list of questions and answers below.

Can students download Documents and Resources in the BAI Learning Manager?2022-06-22T23:14:45+00:00

Yes! For custom documents uploaded into the BAI Learning Manager, if the document type is Word, Excel, or PPT it will download and open within its own program upon launch; meanwhile, PDFs open in a viewing window and display a “Download” button in the upper right corner of the page for students (see preview). As for BAI Documents & Resources, select document types such as worksheets and checklists are made available with a “Download” button as well.

How do all the different document types launch in the Learning Manager?2022-06-22T23:04:32+00:00

These are all of the different documents types available in the BAI Learning Manager, and how they launch:

  • excel – downloads, opens in Excel
  • mp3 – opens a new tab, then new window
  • mp4 – opens a new tab, then new window
  • pdf – opens a new tab, then new window
  • url – opens in new tab
  • word – downloads, opens in Word
  • other – depends on the file
Why did we create BAI Documents and Resources?2022-05-08T19:42:35+00:00

BAI’s Documents and Resources functionality is the next step in BAI’s ability to support more than just courseware. BAI’s Documents and Resources leverage the BAI Learning Manager’s ability to view PDFs, videos, and URLs so that job aids, checklists, and policies can be searched for, viewed, distributed, and tracked. To help get you started BAI has added more than 200 Documents and Resources to our existing libraries, as well as created a suggested catalog structure for custom documents

What do “LIL” and “PS” abbreviations mean next to documents on L&D Connect?2022-03-23T21:50:06+00:00

When viewing the “What’s New, What’s Coming” section on L&D Connect’s Documents & Resources page, some documents are listed with a “LIL” or “PS” abbreviation. All documents without an abbreviation are available to you in the BAI Learning Manager. Those denoted with an abbreviation however, mean:

  • LIL = Leadership Innovation Library Documents  (exclusive to clients who subscribe to the Leadership Innovation Library)
  • PS = Professional Skills Library Documents   (exclusive to clients who subscribe to the Professional Skills Library)

Contact your relationship manager to learn more about these valuable resources, including pricing information and any other questions you may have.

What types of custom documents am I able to upload?2022-03-23T17:32:36+00:00

Acceptable content types include: Word, Excel, PowerPoint, PDF, picture, audio, and video, provided they do not exceed 300 MB in file size.

Please Note:  File names must not include any special characters (e.g. @, $, &,) or spaces.  Allowable characters are alphanumeric (A-Z and 0-9), hyphen (-), and underscore (_).

What are BAI Documents and Resources?2022-03-22T17:39:05+00:00

BAI Documents and Resources are a collection of overviews, checklists, red flags, whitepapers, job aids, videos, and other highly requested content such as SARs and CTRs curated by BAI. For a full list of BAI Documents & Resources, click here.

Do any of the Documents and Resources changes affect our contract?2022-03-22T17:33:16+00:00

No, all BAI Learning Manager customers will have free access to these materials and enhancements.

Should I use this functionality for policy acknowledgements?2022-03-22T17:32:54+00:00

Currently, BAI recommends continuing to use I-Design to track policy acknowledgements. In particular, creating courses that contain the policy and setting up an acknowledgement question designed specifically for this to insure proper tracking and reporting.

Is there a limit to the number, length, or size of custom documents that can be housed within BAI Learning Manager?2022-03-22T17:32:44+00:00

There is no limit to the number of custom documents you can upload to the BAI Learning Manager. However, the file size limit is 300MBs per upload.

Is there a report I can run to show document views?2022-03-22T17:32:27+00:00

Yes, you can track and report user views independently from required training, via a new report called the “Documents Data Report”. Here, you can see who has viewed a document, when, and how many times.

Will documents show up on students’ transcripts?2022-03-22T17:32:13+00:00

Yes, as your users access documents in the BAI Learning Manager their views are tracked within their transcripts, alongside course completions.

How does the “My Documents” functionality work?2022-03-22T17:32:03+00:00

The new My Documents section in the student dashboard allows learners to save and quickly access documents and resources that are important to them. It can include documents added by students themselves if they click “Add to My Documents” next to documents in the catalog, and documents managers and training administrators may have distributed to them. Regardless the source, students may drop documents from their My Documents section if they no longer wish to view the material.

Does BAI provide document recommendations by role?2022-03-22T17:31:54+00:00

Yes! Suggestions on which BAI Documents and Resources to distribute to learners based on role are made available on L&D Connect to help you get started utilizing this content.

Am I able to distribute documents the same way I do courses?2022-03-22T17:31:45+00:00

Yes. Currently, TAs and Managers can distribute all documents and resources manually or via rules just like courses. Distributed documents are added to students’ “My Documents” section on their My Dashboard page. Keep in mind that these items are not considered required assignments; they do not contain due dates and students can drop them from their dashboard at their discretion.

What are the benefits of using BAI Documents and Resources?2022-03-22T17:31:36+00:00
  • Quick References — Learners can search the catalog and add these important resources to their student dashboard for quick one-click access
  • Centralized Policy Repository — Store all your organization’s policies and procedures in one centralized portal with the rest of your training
  • Real-Time Reporting — Training Administrators and Managers can distribute and track user views to help identify which topics or resources have been reviewed most, potentially highlighting trends within your organization
  • Additional Content — Access to a library of BAI maintained Documents
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