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Learning Manager Enhancements

Upcoming Projects

(Progress bars depict a relative estimated time frame of new feature releases.  –  Last updated 03/21/23)

New Skills Tracking Report (STR) for Managers & TAs – March 29th
Earn Skills on Every Completed WBT Course, Not Just Those Part of Career Paths – March 29th
Synchronized Skills (Edit or Backfill Skills and they will Dynamically Update on STR) – March 29th
Ability to Add Uses to ILT Rosters (Managers) – Near Future

Coming Soon

Score Big with Skills Tracking

Skill tracking remains a key aspect of many organizations’ career pathing programs and strategies. In an upcoming update to the BAI Learning Manager, we will be releasing several enhancements that are sure to help you keep track of talent development within your organization. These updates include:

  • A brand new Skills Tracking Report for managers and training administrators. Available March 30th for all premium BAI customers, this new report is designed specifically to help you keep track of and monitor the various types of skills users are learning at your organization within a given period of time.
  • Ability to earn skills on any WBT course now, not just those as part of a BAI career path. Regardless of if the course was assigned or taken on their own as an elective, users will start earning skills for every web-based training course successfully completed
  • Skill synchronization across the BAI Learning Manager means you can now edit or backfill skill data on any of your custom web-based training and they will dynamically update in the new skills tracking report, and (coming soon) other parts of the system like the user profile and career pathing dashboard, even for courses already completed.

What impact does updating skill data today have on prior completions?2023-03-24T17:16:53+00:00

With the new skill synchronization feature, the current skills on a course are what are reflected in the skills tracking report, and throughout the Learning Manager.  Skill synchronization provides flexibility so you can:

  1. Add skill data today, and start reporting on it tomorrow – The data you enter in this field across your custom web-based training will begin to populate in the new skills tracking report for all successfully completed course, even those completed years ago. If you have not used skills before, now is the perfect opportunity to try out the feature.
  2. Edit, fix, or re-organize skill data at any time – since the skills tracking report will be continually updating to only reflect current skills data on courses, you can worry less about what skills were listed on a course at the time the user completed it, or what skills were added to courses, when, and by who. If you see a mistake, a typo, or just decide to reorganize your skills list across courses, you can do so without the skills tracking report showing discrepancies after the edits. Of course, you can always take a snapshot of skill completion data by running the Skills Tracking Report and exporting the results.
How can I take advantage of the new Skills Tracking Report?2023-03-24T16:10:59+00:00

BAI courses contain their own set of skills, and these skills will start appearing in the new Skills Tracking Report the moment the report becomes available.  However, if you’d like to take advantage of these new features as they relate to your custom courses, you may start adding or editing skills for any of your custom web-based training today (up to 5 per course).  When the Learning Manager update occurs March 30th, all skill data added will start to make an appearance in the new Skills Tracking Report.

How do these new features work with BAI Career Pathing?2023-03-21T19:30:14+00:00

While users no longer need to complete a course apart of a career path to earn a skill, career paths remain an important way to group courses together for specific career advancement goals. BAI career paths also provide several unique benefits, including:

  • Ability to display career path courses in a specific order to users
  • Ability to “enforce” the order users need to take career path courses in
  • Ability to add skills to other content types outside of web-based training, including instructor-led training, assessments, and tasks
  • Ability to enable / disable the career pathing feature for everyone at your organization via a master setting.
  • A separate administrator dashboard to keep track of career pathing progress without impacting compliance reporting
  • A separate manager dashboard for managers to keep track of career pathing progress for their direct and alternate subordinates
  • A separate user career pathing section on the “My Dashboard” page to keep track of career pathing progress

The new Skills Tracking Report also provides a “Career Path Name” field in the report control panel, allowing you to conveniently track skills completed as part of specific career paths.

Finally, with the new skill synchronization feature, skills that are added or edited on courses will update dynamically in the career pathing dashboard (coming soon).

Recent Enhancements

Released Fall ’22

BAI Rules Engine – Time-Delayed Assignments

Assigning Training

Just Got A Whole Lot Easier

On November 3rd, we released an exciting update to the rules assignment engine in the BAI Learning Manager. With the addition of a new field called “Assign On,” training administrators can now assign courses on different days in rules. Time-delayed assignments is a highly requested feature we feel will help our clients save time and energy in the assignment setup process.

If you are someone that feels the demands of assigning training continue to grow, this feature is sure to help. So set it and forget it! And save more than just daylight this fall with BAI’s time-delayed assignments feature.

The new “Assign On” fields have been added to your current active, draft, and closed rules; however, by default these dates were all set equivalent to the start date of the rule they’re under. “Assign On” fields are not editable once the rule has processed and the selected date has passed, so these fields may not be editable in your current rules unless your rule is in draft status, or has a future start date.

For all rules you create going forward, “Assign On” dates are now required fields you select under step 4 of the rule creation process. Once you activate the rule, you can edit these dates up until they pass, after which they become ‘read only.’

For all rules you copy going forward, the “Assign On” fields will automatically be reset to blank in the draft rule created, allowing you to choose new dates.

Yes!  Rule “Start Dates” were initially designed to activate the rule and assign training all on the same day.  The new “Assign On” fields essentially separate these tasks.  For all new rules created or copied forward, rule “Start Dates” will simply act as the activation date of the rule itself, while the “Assign On” fields within the rule are the true course assignment dates.

Q. What Dates Can I Enter In the New “Assign On” Fields?

A. “Assign On” dates must be between the Start Date and End Date of the Rule. If no End Date is listed, you will be able to select any future date.

Q. Does This Change What Time Of Day Courses Are Assigned?

A. No, this feature does not change default assignment times. Courses assign out early morning of the selected date.

Q. Can This Feature Be Used To Distribute Documents?

A. This functionality currently only exists for courses within rules.

Time-Delayed Assignments provides several real-life benefits, including:

  • Eliminates the need for quarterly rules. Training admins who like to spread assignments out throughout the year will now be able to do so with a single rule. Say goodbye to separate Q1, Q2, Q3, and Q4 rules!

  • Assign training while you’re out of the office. Taking a leave of absence shouldn’t impact your assignment schedule. Planning assignments around your time off is now a thing of the past.
  • Less rules to manage and copy every year. A shorter rules list means less time spent managing and copying them over year-to-year.

Highlights from Prior Years

BAI Documents & Resources

All BAI Learning Manager customers have complimentary access to more than 250 highly requested BAI documents – key content such as overviews, checklists, videos, podcasts, and popular job aids like “How to Complete a CTR.”

Custom Documents

Admins can integrate their own custom content into BAI’s catalog, creating a more centralized repository for your learners for various documents, resources, and policies (PDF, URL, PPT, XLSX, MP3, MP4, JPEG, etc.), and report on who has viewed these items.

BAI Career Pathing

Career Pathing is a solution that enables Training Administrators to establish clear career advancement goals for users. Group together courses, and identify the skills, knowledge, and experience required for targeted career development.

BAI Training Insights

Experience a better way to plan training with BAI Training Insights, a unique innovative tool in the BAI Learning Manager that helps you and other members at your organization develop and document training selections more efficiently.

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