BAI Highlights

What types of documents can I upload into the Learning Manager?

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

View instructions on how to upload documents to the Learning Manager.

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 (_).

By |2023-10-15T18:57:19+00:00September 1st, 2021|, , |0 Comments

What process does BAI follow to review and update its courseware?

BAI has a very thorough update and review process. Our content development team monitors different regulatory agencies, including the CFPB, Fed, FDIC, NCUA, the IRS, and FinCEN, and meets to do a weekly review of updates and clarifications that affect our courseware. Each new update that comes out – Proposed Rule, Final Rule, Guidance, Announcement, etc. – is individually reviewed. During this process, we review the Federal Register (or agency website, CFR, etc.) and determine which of our courses, if any, will be affected by these changes. Based on these findings, we make additions to our project plans based on the comments due, effective, and mandatory dates of the affected regulations.

With these changes, we make the necessary updates to our existing courseware, or develop new courseware when the situation demands it. We work closely with our experts to ensure that our courses accurately reflect changes to the regulations. Based on their input, our content team breaks this information down into digestible language, and creates real-life scenarios for different job categories based on updated information. We then update Course Content, Fast Tracks, Pretests, Job Aids and Comprehension Tests to ensure that the content of the update is truly absorbed by the user – not just a chunk of information shoe-horned into the course.

Once regulatory updates have undergone our extensive quality assurance process, they are released to our clients at least 90 days before mandatory compliance dates (when possible). In the meantime, we often alert customers of updates before they are released – via Alerts, Webinars, or L&D Connect items, newsletters, 90-Days, and more. In most cases, our team expedites the update process as much as possible in order to ensure that our clients are receiving the updated information as soon as possible. After the process is complete, clients are notified of course releases on the web and via email.

In terms of how to identify which courses/regulations have recently been updated, check out our 90-Day Regulatory Outlook and Alerts Now pages on L&D Connect, which are updated monthly. Also available to you is our “What’s New, What’s Updated” section, providing in-depth courseware update information the day after a release.

By |2022-05-08T19:57:23+00:00June 17th, 2021|, |0 Comments

What report will show me a current list of incomplete / overdue training?

You can pull incomplete or overdue data for the training year by running the Quick Status Report (click link to view an instructional video).

  1. Click on Reports under the menu
  2. Launch the Quick Status Report
  3. Select Incomplete Training (or Overdue Training) from the Training dropdown menu
  4. Enter a Date Range (all rule assignments with a due date in between this date range will be included in the results. To include manually assigned items, check the box “Include Individual Learning Plan Items Not Assigned by a Rule)
  5. Click Execute Search
  6. Export your results by clicking XLSX
By |2023-10-15T19:07:31+00:00July 29th, 2020|, |0 Comments

Can I reopen a closed rule?

Once a rule closes it cannot be reopened. However, you may copy that closed rule over as an extension if needed, to re-assign training to those who didn’t finish training. This quick instructional video will walk you through the steps of copying a closed rule.

Note: If your rule close before users finished training, and you intend to copy the rule as an extension of the current year’s training, then do not enable the “Add a year to all requirements” setting during the copying process. This leaves in place the current “Don’t Assign If Passing Score Obtained After” dates, ensuring users that have already successfully completed courses will not be re-assigned them.

By |2023-10-15T19:09:28+00:00July 29th, 2020|, |Comments Off on Can I reopen a closed rule?

What types of courses can I upload into the Learning Manager?

Our LMS is SCORM 1.2, SCORM2004 (all versions), AICC, and xAPI compliant. The LMS does not require use of a specific course authoring tool (e.g. Articulate, Captivate, Lectora), but instead relies on industry course development and communication standards. BAI Learning & Development does not provide eLearning content support. All questions and concerns regarding course behavior and transcript results should be directed to the course developer or the support staff for your authoring tool.

Below you will find a list of additional basic requirements to promote successful content deployment in most LMSs:

  • Several places must not include any special characters (e.g. @, $, &,) or spaces.  Note: Allowable characters are alphanumeric (A-Z and 0-9), hyphen (-), and underscore (_).
    • The course code in the LMS
    • The filename of the SCORM output .ZIP file
    • On rarer occasions, some areas within the authored content itself, including the titles and identifiers that may be part of the publishing Depending on how the content is authored, it could potentially pose a problem if they exist in quiz titles, question titles, answer choices, or any place where interactional and navigational data in the SCORM/XML files could be suspect
  • The eLearning authoring tool you use for zipping content can impact the folder structure and therefore the location of the SCORM XML manifest file. After your content is zipped, ensure that the “imsmanifest.xml” file is located in the root of the zipped file, not within any of the file’s folders.
  • There is a SCORM file size limit of 300 MB. For files exceeding that size, you can contact your relationship manager to make arrangements for uploading the course.

Click here for instructions on how to upload content into the BAI Learning Manager, or watch this instructional video. If you have any questions or encounter an issue uploading content, feel free to reach out to your organization’s relationship manager for assistance.

By |2023-10-15T19:01:05+00:00July 28th, 2020|, |Comments Off on What types of courses can I upload into the Learning Manager?

How do I assign training to a new user?

Assuming your organization uses rules to assigning training, review your list of existing rules, determine which ones they need training from, and make sure their profile criteria aligns with the criteria under the rule’s people group. Some organizations require names be manually added to the rule’s people group, while others prefer to use criteria like position or hire date to include users automatically in a rule. If / when the user’s name is listed in the “preview results” (indicating the people group was properly set up), click Save within the rule and check the user’s assignments within a few minutes to verify training has been assigned.

Tip: Rules process and pick up new users automatically overnight, and any time a training administrator clicks Save within a Rule. If you just created a profile today you may have missed the automatic processing schedule rules run on, in which case you can either click Save within the rule to trigger it to process, or wait until the next morning for courses to appear for the user.

By |2023-10-15T19:05:05+00:00July 28th, 2020|, , |Comments Off on How do I assign training to a new user?
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