Training Administrator Instructional Videos

The topics below represent general, high-level administrative features in the BAI Learning Manager. Click to jump to instructional videos related to that topic.

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Title Description Length
Add to Transcript Add external events users complete (webinars, training sessions, etc.) to their transcript. 1 min
Batch Add to Transcript Batch add external events users complete to their transcript. 1 min
Batch Edit Profiles Batch edit multiple users’ profiles at once. 2 min
Create a New User Create a new profile for a user. 2 min
Deactivate a User Search for an active user and deactivate them. 1 min
Edit Profiles Edit a user’s profile information. <1 min
Edit User Privileges Add training administrator, manager, alt manager, or instructor privileges to a user’s profile. 3 min
Reactivate a User Search for an inactive user and reactivate them. 1 min
Resetting Passwords Reset a password as a user, or unlock / reset a password for a user as a training administrator. 2 min
Search for Users
Use the basic and advanced search feature to find active and inactive profiles. 2 min
View Assignments Status definitions, mark successful, waive, reset courses, and assign or remove content. 6 min
View Transcripts Search for a user and view their transcript. 1 min

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Title Description Length
Career Path Demo Enable and create career paths for your organization. (click here to view a default list of skills) 7 min
Create Course Group Create a course group, certification, or curricula. 2 min
Create a Document Upload various types of documents such as Word, PDF, PPT, URLs, MP3, MP4, and more. 2 min
Create an Evaluation Create an evaluation, assessment, or survey. 14 min
Create an ILT Create and track instructor-led training. 7 min
Create a Task Create tasks you’d like users to complete outside of normal training. 1 min
Create a WBT Upload custom web-based training courses into the BAI Learning Manager. 3 min
Edit ILTs Search for and edit offerings, sessions, and rosters within ILTs. 3 min
Edit WBTs Search and edit wbts to preview, deactivate, change passing scores, and edit retake limits. 2 min
Mark ILTs Complete Edit attendance hours, set completion statuses, cancel / complete offerings within ILTs. 3 min
BAI I-Design®    
Assessment Screens Create tests using Assessment Screens. (Click here to see a more detailed layout list) 3 min
Basic Screens Create or upload content into I-Design® using Basic Screens. 4 min
Create Acknowledgment Create an acknowledgment course in I-Design®, track whether a user has read a policy. 4 min
Create Theme Customize your I-Design® courses by creating themes. 2 min
I-Design® Intro Introduction to the very basics of I-Design®. 2 min
Uploading PPTs Upload a PowerPoint into an existing I-Design® course. 2 min

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Title Description Length
Create a Rule Create a new rule from scratch to start assigning training.  10 min
Copy a Rule Copy a rule to extend training or to prepare training for the next year. 2 min
Close a Rule Close a rule to remove assignments from users. 1 min
Edit a Rule Edit an existing rule when member audience details or course details change. 2 min
Intro to People Groups Introduces people groups, explains people group logic, use cases, and sub containers. 7 min
New vs. Existing Hires Recommendations on how to set up new hire rules based on department size. 4 min
Postion & Org by Name Differentiating position v position by name, org v org by name filters in people groups. 2 min

The retake limits video covers everything you’ll need to know about retake limits. Learn the ins and outs of each retake limit option (Rolling, Annual, Unlimited), how to edit them, and how TAs and Managers approve retake requests students submit.

Retake Limits Explained

Click on the video to the right to view information on the Management tab. This includes adding and editing items found under the Management tab, such as position names, organization names, location names, and portal settings.

Management Tab

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Title Description Length
Create & Edit a Query What are report queries, how to create a new query / edit an existing query. 3 min
Create & Edit a Subscription Attach a query to a subscription to automatically send you frequently run reports. 4 min
General Reports Info Navigating reports, course status definitions, sorting results, and exporting results. 6 min
Report Types    
Assessment Summary Report How to run, how to filter, and how to export this report. 1 min
Course Attempts Summary Report How to run, how to filter, and how to export this report. 2 min
Course Group Summary Report How to run, how to filter, and how to export this report. 1 min
Document Data Report How to run, how to filter, and how to export this report. 2 min
Employee Completion Report How to run, how to filter, and how to export this report. 1 min
Employee Summary Report How to run, how to filter, and how to export this report. 1 min
Fast Track Report How to run, how to filter, and how to export this report. 1 min
I-Design Course Summary Report How to run, how to filter, and how to export this report. 2 min
ILT Roster Report How to run, how to filter, and how to export this report. 2 min
Management Hierarchy Report How to run, and how to export this report. <1 min
Quick Status Report How to run, how to filter, and how to export this report. 4 min
Rule Audit Report How to run, how to filter, and how to export this report. 2 min
Rule Compliance Report How to run, how to filter, and how to export this report. 4 min
Rule Summary Report How to run, how to filter, and how to export this report. 2 min
SCORM2004 Course Summary Report How to run, how to filter, and how to export this report. 2 min
Skills Tracking Report How to run, how to filter, and how to export this report. 2 min
Training Data Report How to run, how to filter, and how to export this report. 3 min
User Data Report How to run, how to filter, and how to export this report. 1 min

BAI Training Insights, combined with BAI’s flexible courseware, is designed to help you electronically develop your training plans.  This easy-to-use tool will enable you to collaborate throughout your organization as you plan, assign and report your compliance training and provide an audit trail for regulatory reporting. Learn how to create and copy Decision Reports, set up Decision Makers, and gain the confidence you need to assign training more effectively to your organization.

Training Admin Demo Video

Click the thumbnail to watch the instructional help video on BAI Training Insights for Training Administrators.

Decision Maker Demo Video

Click the thumbnail to watch the instructional help video on BAI Training Insights for Decision Makers.