Learning Manager Enhancements
Our Learning & Development team continuously works hard to provide clients the best experience using the BAI Learning Manager. As such, we undergo bi-weekly maintenance releases to roll out important bug fixes and enhancements. Check out this page weekly for overviews of recent enhancements, and progress on exciting upcoming projects.
Upcoming Features
(Progress bars depict a relative estimated time frame of new feature releases. – Last updated 04/19/24
An exciting update to the “My Dashboard” page in the BAI Learning Manager was just released, providing numerous benefits to users. Check out and share the student demo video below!
List of Recent Enhancements
BAI Catalog Search Results Improvements (03/21/24)
In our latest release, we have tweaked our catalog search engine functionality to perform better in a couple key areas, including:
- Accuracy. You can expect search to do a better job at pulling the right results.
- Ranking. More relevant content displayed at the top of your search results. Courses are now also prioritized more heavily over related documents and resources.
SCORM2004 Course Summary Report Performance Improvements + Addition of Course Code Field (03/06/24)
BAI’s question-level analytics report the SCORM2004 Course Summary Report receives several performance enhancements to decrease runtime. This report also now displays course code in the course dropdown field in the report control panel to help distinguish courses.
“Student – Offering Schedule Change” Notification Updates (02/21/24)
This instructor-led training notification receives an update that focuses the audience of this email to just students currently scheduled in an offering, and triggers only when one of 3 different fields are edited by an administrator:
- Location
- Session Date(s)
- Instructor(s)
New Student Dashboard Page! (02/21/24)
General Updates
- Customization – buttons, icons, links, and backgrounds are now completely tailored to your portal’s custom theme (contact your relationship manager to learn how you can take advantage of this feature).
- Accessibility – the page uses an easier to read font that adjusts its color to accommodate lighter/darker themes for increased contrast.
- Tooltips – used throughout the page when certain information (title, code, rule name, etc.) is too long to display. Simply hover your cursor over fields with an ellipsis to reveal the rest of the field.
- Performance improvements and bug fixes
Catalog Search:
- Newly designed header that compliments your custom theme better.
- Clicking a “suggested term” in the search drop-down now auto-searches that term for you.
- A cleaner search dropdown area that expands to the width of longer titles, giving each title their own row
New Summary Area:
- Newly designed summary area that changes to your organization’s theme color (example custom theme).
- New “Due Soon” information displayed within the donut chart, and within an assignment breakdown box. (Due Soon = required assignments due within 7 days)
- “Required Assignments Breakdown” section includes new counter box for surveys, evaluations, and assessments.
- Course counts now include the child courses within course groups rather than the course groups themselves, showing a more accurate representation of users’ completions.
New Required Courses Area:
- Newly Designed “Required Courses” area that changes to your organization’s theme color (example custom theme).
- Newly Designed “Recommended Courses” area.
- Course count totals now include the child courses within course groups rather than the course groups themselves, showing a more accurate representation of users’ assignments.
- Newly Designed Course Cards.
- Quick access to course pages in the catalog by clicking a course name or image.
- Dedicated registration status colors (New = Blue, In Progress = Green, Unsuccessful, Pending Approval, or Waitlisted = Black)
- 2 additional fields displayed on course cards: Expected Duration and Passing Score (if applicable).
- New labels displayed on course cards for:
- Due Soon – appears when a course is due within 7 days.
- Overdue – appears when a course is overdue.
- Attempts Exceeded – appears when a user’s retake limit has been reached.
- New “Details” Icon
- Details link replaced with larger icon with custom theme applied.
- Details window re-designed. Opens on top of the course card now and allows users to close simply by clicking outside the window.
- Details window shows 2 additional fields for WBTs: Skills, and Attempts Left (Note: field automatically hides itself if retake limit is set to “unlimited”)
- Details window shows 1 additional field for Documents: Skills
- Details window shows 1 additional field for ILTs when a user is registered in an offering: Offering Name.
- Details window will automatically display ILT offering “Location” information as a “Click to join meeting” hyperlink if that location is a URL beginning with http or https.
- Details window displays a scroll bar for lengthier ILT offering lists to prevent information from running off the page.
- New “Resources” Icon
- Resources link replaced with larger icon with custom theme applied.
- Resources window re-designed. Opens on top of the course card now and allows users to close simply by clicking outside the window.
- Resources window displays additional column for document code.
- Resources window columns are now sortable.
- Resources window displays scroll bar for lengthier resource lists.
- Launching and subsequently closing a resource no longer force refreshes the My Dashboard page. User can continue launching other resources attached to a course without interruption.
- Launching Content
- Prerequisites:
- Newly designed “Prerequisites” window (uses custom color if provided to BAI).
- New “Expected Duration” column added to prerequisites window.
- Ability to sort columns in prerequisites window.
- Instructor-Led Training
- “Schedule” buttons now display right on top of the course card rather than beneath the details link.
- Users are now made aware if no open ILT offerings are available.
- Newly designed “Schedule Offering” window.
- “Schedule Offering” window displays 3 additional fields next to each offering (Offering Name, Enrollment Closes Date, and Instructors).
- “Schedule Offering” window now lists offerings in chronological order based on the start of offerings’ first session date.
- “Schedule Offering” window contains a new “Sort By” feature.
- “Schedule” button changes to “Add Me to Waitlist” button when an offering roster is full, making users aware ahead of time before scheduling.
- New “Roster is Full” status displays next to offerings when both the roster and waitlist are full, or when the roster is full and Waitlist Days has been reached.
- New “drop” option on top of the course card for quick access to drop offerings. (Note: required ILTs will still remain on the page)
- Course Groups
- Details link replaced with larger “Show Course List” icon (with custom theme applied) to reveal child course details.
- Child courses displayed in new layout prioritizing course description.
- Users can now click on course tile images to take them to the course catalog page.
- Child courses are no longer removed from the course list after successfully completed.
- Users can now re-launch courses they’re already successful with when they want to freshen up on material.
- New completion check-marks next to child courses.
- Child courses now display new labels for “Due Soon,” “Overdue,” and “Attempts Exceeded” on their course tile images when the user is coming due, overdue, or have exceeded their retake limit.
- Course Groups that require approval now provide additional information next to child courses, letting users they need to be approved first before they can retake courses.
- Tasks
- “Complete” button now displays right on top of the course card rather than beneath the details link
- Prerequisites:
New Career Paths Area:
- Newly designed, dedicated career paths section with quick access to explore available career paths if section is empty.
- New “View My Profile” link for quick access to your profile to view all of your completed career paths.
- New “Explore Career Paths” link allowing users to explore all available career paths in the catalog even if already enrolled in one.
- Requirement info (“Required,” “Recommended,” or “Elective”) and Due Dates now displayed right above career paths.
- Career Paths now sorted by:
- Required – in order of due date
- Recommended – in order of due date
- Elective – in order of date added by the user
- New labels for “Due Soon” and “Overdue” displayed on career path tile images when the user is coming due or overdue.
- New “Show Course List” button replaces the old link to reveal child course details.
- Ability to click career path tile image to access career path page in the catalog.
- New career path progress bar showing users’ progress toward completing a career path.
- New “drop” option within the career path overview for quick access to drop elective career paths.
- Career Path details are now accessed via a dedicated “Details” icon rather than under the “show course list” link.
- Career Path “Details” window shows 3 additional fields:
- Content code
- Content type
- Expected duration
- New “Details” window for child courses under career paths, which includes the following additional fields:
- Passing Score
- Attempts Left
- Skills
- New completion check-marks next to child courses.
- New child course list design always shows child courses in the order administrators set in the admin view, even if users complete courses.
- Child courses now display new labels for “Due Soon,” “Overdue,” and “Attempts Exceeded” on their course tile images when the user is coming due, overdue, or have exceeded their retake limit.
- Career Paths with “Enforce Order” enabled will now:
- Allow users to re-launch content they’re already successful with when users want to freshen up on material.
- Provide additional information next to courses further down in the list for users who are trying to launch content outside the designated order.
- Career Paths that require approval will now provide additional information next to child courses, letting users know they need to be approved first before they can take courses.
New My Electives Area:
In addition to many of the same enhancements as the Required Courses section, the following additional enhancements were made to the “My Electives” section:
- Newly designed, dedicated electives area with quick access to courses library if section is empty.
- Electives now sorted by:
- Hearted electives first, in order of date hearted.
- Non-hearted electives displayed second, in order of initial launch date or request approval date.
- “Hearted” electives now function as pinned content. Courses that are hearted won’t fall off when completed – courses will remain within the My Electives section until un-hearted.
- “In Progress” elective courses that aren’t ‘hearted’ but appear in other sections like the required, recommended, or career paths section will no longer appear in the electives section, preventing situations where users see elective courses with due dates, and preventing situations where a user drops an elective, and it also inadvertently drops the registration in their required/recommended training.
- New “Drop” option on top of the course card for quick access to drop elective courses. My Dashboard page also no longer refreshes after each drop, allowing users to quickly remove multiple unwanted electives without losing their place.
- “Drop” option extended to any non-hearted elective course that is “New” or “Unsuccessful” in addition to “In Progress” now.
- Coming March 7th – “In Progress” rule assignments no longer moved to users’ My Electives section when a rule closes; registrations will now automatically cancel to help prevent against confusing reporting results.
New Documents Area:
In addition to many of the same enhancements as the Required Courses section, the following additional enhancements were made to the “My Documents” section:
- Newly designed, dedicated documents area with quick access to documents library if section is empty.
- Documents now sorted by:
- Hearted documents first, in order of date hearted.
- Non-hearted documents displayed second, in order of date distributed.
- New “Drop” option on top of the document card for quick access to drop any non-hearted documents. My Dashboard page also no longer refreshes after each drop, allowing users to quickly remove multiple unwanted documents without losing their place.
New Sidebar Area:
- “L&D Connect” – moved to the #1 spot in the sidebar for administrators.
- Newly designed section with quick access to L&D Connect’s 4 most popular resource pages, plus the home page.
- A “View More” option revealing 4 additional links for quick access to more pages.
- “Transcripts” – moved to the #1 spot in the sidebar for students, and the #2 spot for administrators.
- Newly designed section showing the 5 most recently successfully completed courses. Document views now hidden from this section for more focused view of recent completions (Note: document views can still be seen on users’ Transcripts page).
- A “View More” option that reveals up to 5 additional successful course transcript items.
- Access to certificates of completion for additional course types outside of web-based training, including:
- Assessments
- Evaluations
- Surveys
- Course Groups
- Curricula
- Certifications
- Career Paths
- Instructor-Led Training
- Tasks
- External (i.e., manually added transcript items)
- “Career Paths”
- Newly designed section showing your 3 most recently successfully completed career paths adjacent to their badge icons, and date of completion.
- Access to certificates of completion for each career path completed.
- A “View More” option that reveals up to 3 additional successfully completed career paths.
- A new “Explore” button that directs users to the catalog, displaying all active career paths (Note: with the recent enhancements to the catalog last fall, users can now view child course details and sign up for career paths directly from the catalog).
- “Help”
- Newly designed section that now includes quick access to the student User Manual and FAQ pages.
- A new “Visit Help” button that directs all users to the main Help page where they can view help topics specific to their Learning Manager privileges.
Strengthened Password Security Requirements (01/24/24)
In an effort to ensure system security and further protect customer data, the BAI Learning Manager System login page received an update December 6th, 2023 that included additional password strength requirements for users whose passwords are reset (i.e. users using the “forgot password” feature, or admins who reset a user’s password for them). After January 24th, 2024, users who attempt to sign in and do not already meet these requirements will automatically be prompted to reset their password. This will not require users use the “Forgot password?” feature, and will not require an email being sent to them. Going forward, the new password policy will require the following:
- Minimum password length: 10 characters
- Fair or strong passwords are required.
- Passwords are ranked weak, fair, or strong.
- The strength is calculated using several factors such as length, use of common words and passwords, pattern matching, and key proximity.
- Users will be prompted and required to change their passwords at first login:
- After the account is initially set up
- After a Training Administrator or a BAI representative has reset a password
- Passwords may not be common or shared across users. Passwords cannot be reset to the same value for all users in an organization.
- Initial user setup import or HRIS integrations will not be allowed to contain the same password for all users.
- If an administrator adds an email address to a user’s profile (view instructions) new users do not need to know their initial password. These users can instead utilize the “Forgot password?” link on the Learning Manager login page which will send a temporary password to their email address. Users who do not have an email address in the BAI Learning Manager will need to be provided their initial password by their institution’s Training Administrator.
Customer organizations who utilize BAI’s Single Sign On (SSO) integration are unaffected by these password requirements, and their internal organizational password policies will continue to govern user access to BAI Learning Manager.
BAI Catalog “Suggested Terms” Revisions (01/18/24)
Now, when performing a search in the BAI catalog, the “Suggested Terms” section of the search dropdown should provide more relevant results.
New Fields Added to the Messages > Enrollment Request Page (01/10/24)
We’re kicking off the new year with an enhancement we think admins will like, especially if your organization uses retake limits and/or “requires manager approval” functionality in courseware. Now, when accessing Enrollment Requests under the Messages page, you’ll find several additional fields for all course types, including:
- Username
- Requested on “Time” (utilizes admins local desktop time zone)
- Course Code
- Course Type
Additionally, for Instructor-Led Training, if a user requests approval in an ILT with multiple offerings you’ll more easily be able to identify which offering the user requested approval for as we now include the following fields:
- Offering Name
- Location
- Session Date(s)
- Instructor(s)
BAI Learning Manager Login Page Re-design with Strength Meter (12/06/23)
The BAI Learning Manager Login Page receives a fresh new look with a few new features:
- A re-design to the main login page + custom theme and logo applied to all custom login pages.
- 5 quick links to BAI resources: BAI.org, BAI Policy Manager, Banking Strategies, Webinars, and Podcasts.
- New “eye” icon allows users to view the passwords they’re entering.
- New strength meter on the “Enter New Password” form when a user’s password is reset – calculates password strength based on various factors such as length, use of common words, pattern matching, and key proximity.
New Course Timeout Feature for I-Design Courses (10/11/23)
Back in August, we introduced a brand new timeout feature that automatically closes courseware when a user is inactive for extended periods of time. Starting today, this feature will now work with any I-Design course you create. The way the feature works is when a user is inactive for more than 30 minutes in a course a timeout message will appear asking the user if they are still there.1 If the user responds, the 30 minute timer resets; if the user does not respond after 5 minutes of further inactivity the course will automatically close out.
1 Any cursor activity within the course window is defined as activity for the timeout feature.
Minor Spacing Improvements to Course/Document Pages in the Catalog (10/11/23)
We’ve made minor spacing improvements to the course and document product pages in the catalog.
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New BAI Learning Manager Catalog (09/27/23)
The Learning Manager receives it’s biggest update yet, with various updates and enhancements, including: an updated design, added personalization, more functionality, and performance improvements. See the full list of enhancements below:
- General:
- Ability to view full course descriptions on search results pages.
- New animations, error/success messages, and new pagination bar.
- Re-designed course pages – information next to fields also alphabetized and capped at 250 characters by default (“view more” link displayed for longer lists).
- General performance improvements, and bug fixes.
- Prerequisites:
- Newly designed “Prerequisites” window (uses custom color if provided to BAI).
- New “Expected Duration” column added to prerequisites window.
- Ability to sort columns in prerequisites window.
- Instructor-Led Training (ILTs):
- Users now made aware if no open offerings are available.
- Users’ registration status (new, in progress, waitlisted, pending approval) now listed on the course page.
- Newly designed “Schedule Offering” modal (uses custom color if provided to BAI).
- “Schedule Offering” window displays 3 additional fields next to each offering (Offering Name, Enrollment Closes Date, and Instructors).
- “Schedule Offering” window now lists offerings in chronological order based on the start of offerings’ first session date.
- “Schedule Offering” window contains a new “Sort By” feature.
- “Schedule” button changes to “Add Me to Waitlist” button when an offering roster is full, making users aware ahead of time before scheduling.
- New “Roster is Full” status displays next to offerings when both the roster and waitlist are full, or when the roster is full and Waitlist Days has been reached.
- Course Groups:
- New “Show Course List” link that displays child course details.
- Registration statuses (new, in progress) now listed on the course page.
- “Add To Electives” button returns after user is successful with Course Group, allowing them to re-enroll again in the future.
- Career Paths:
- New “Show Course List” link that displays child course details in the order specified by training administrators.
- Registration status (new, in progress, successful) now listed on the course page.
- New “Add Career Path” button allowing users to register in Career Paths directly from the catalog for the first time ever.
- Master career path setting in admin view now displays / hides all career paths in catalog.
- Tasks:
- New “Complete Task” functionality for tasks that require manager approval. “Pending approval” status now displays in place of the “Complete Task” button, preventing user from clicking again until approved.
- Certificate of Completion Page:
- Ability to Download” certificate of completion (previously just a “Print” option).
- Exit Course Page:
- Course “passing score” details now listed on this page.
- Quick access to course details if you click on the title.
- Course tile sizing adjustments, + adjustments to verbiage.
- Catalog Search:
- Newly designed catalog header that compliments custom theme colors better.
- Clicking a “suggested term” in search drop-down now takes user directly to those results, rather than just populate that term in the search box.
- Search results box width expands to accommodate longer titles.
New Course Timeout Feature (08/16/23)
Introducing a brand new timeout feature that automatically closes courseware when a user is inactive for extended periods of time.1 Now, when a user is inactive for more than 30 minutes in a course, a timeout message will appear asking the user if they are still there. 2 If the user responds, the 30 minute timer resets; if the user does not respond after 5 minutes of further inactivity the course will automatically close out.
1 Available for all BAI compliance library courseware to start.
2 Any cursor activity within the course window is defined as activity for the timeout feature
Re-Design of BAI’s Online Catalog Home Page (07/20/23)
BAI’s online catalog serves as a great way to search for courses without needing to log into the Learning Manager. The new home page has been re-designed to include more information about new releases, and other Learning Manager resources.
Ability to Enroll Users in ILT Offering Rosters Via Users’ “Assignments” Window (Managers & TAs) (07/20/23)
For the first time ever managers can enroll their team directly in instructor-led training offering rosters! Now, when accessing the “Add New” modal from users’ Assignments window, you can select individual ILT offerings to assign to your direct team (including subordinates beneath your direct team), or alternate team. This feature extends to both managers and training administrators.
Larger “Add New” Modal When Assigning Content (Managers & TAs) (06/07/23)
The “Add New” modal (accessed within users’ Assignments window) has gotten bigger to accommodate ILT offering information which now displays in this window. This larger modal exists for both managers and training administrators. It also extends to the “Add Content” modals within rules for admins, as well as the “Select Additional Courses” modal within the Training Insights section.
Ability to Remove Users from Individual ILT Offering Rosters within the View Assignments Window (Managers & TAs) (06/07/23)
Within users’ Assignments window managers and training administrators can now individually remove users from ILT offering rosters. While we do not recommend enrolling users in multiple open offerings for the same ILT at once, in instances the user is registered in multiple offerings you can now “Remove” the user from a specific ILT offering roster.
Note: “removing” an offering the user was waitlisted for will remove the user from the waitlist. Offerings that are pending approval however require you deny the request in the Messages section.
Ability to View ILT Offering Details in Users’ View Assignments Window (Managers & TAs) (05/24/23)
In what was the first of several new Instructor-Led Training related features released, we introduced a new “View Offering(s)” link within users’ Assignments window that details specifically which offering the user is registered, waitlisted, or pending approval for. It includes useful information such as the offering name, instructor(s), session times, location, and more. This feature extends to both managers and training administrators.
Synchronized Skills (Students “My Career Paths” Section on My Dashboard Page) (05/10/23)
The final skill synchronization feature has been implemented as part of students “My Career Paths” section on the My Dashboard page. The skills displayed next to each course under career paths will now update to reflect just the latest skills associated with the course, and the skill count (“Achieved __ of __ skills”) will update accordingly as well.
Synchronized Skills (TA Career Path Export) (04/26/23)
The new skill synchronization feature has been implemented as part of BAI Career Paths for training administrators. Now, when a TA goes to the Career Pathing tab in the Administration section, clicks on the name of a career path, and selects “Export Full Report,” the “Skills” column will always update to reflect just the latest skills associated with courses.
Synchronized Skills (Student Profile Page) (04/12/23)
Skill synchronization was a feature introduced in March 2023, allowing training administrators to edit or backfill skill data on any custom web-based training (or other content types like ILTs, Tasks, and Assessments as part of career paths) and have it dynamically update across the BAI Learning Manager, even for courses already completed. Initially, skill synchronization launched with the Skills Tracking Report, but it has now been extended to student’s Profile page, and the Career Paths section in the sidebar on users’ “My Dashboard” page.
Up Next: the final update related to skill synchronization will occur later this month for the Career Pathing tab under the Administration section. Example: exporting career pathing data will show just the current skills listed on courses.
Released Fall ’23
New Learning Manager Catalog
We’ve recently released an update to the BAI Learning Manager catalog that provides numerous enhancements to users, including:
BAI Instructor-led training houses the features and functionality financial services organizations need to help organize, track and report on instructor-led training that is live in person, in a webinar, or other online synchronous training. These features include an easy setup wizard, configuration options like enrollment opens and closes dates, waitlists, sign-in sheets, registration notifications, reporting, and more.
And now, for the first time managers can enroll their team directly in ILT offering rosters! View the latest features recently released, extended to both managers and TAs:
Skill tracking remains a key aspect of many organizations’ career pathing programs and strategies. In a recent update to the BAI Learning Manager, we have released several enhancements that are sure to help you keep track of talent development within your organization. These updates include:
With the new skill synchronization feature, any new skills added today will be what are reflected in the skills tracking report, and throughout the Learning Manager. Skill synchronization provides flexibility so you can:
- 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, there’s no better time to try out the feature.
- 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.
If you’d like to take advantage of these new features as they relate to your custom courses, you can add skills to your custom training (up to 5 per course) either by selecting from a default list of skills BAI uses for its own courseware, or creating new ones. As of March, all skill data added will start to make an appearance in the new Skills Tracking Report for successfully completed courses.
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.
Highlights from Prior Years
Time-Delayed Assignments
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 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.