Enhancements

Enhancements2024-04-19T17:02:30+00:00

Learning Manager Enhancements

Upcoming Features

(Progress bars depict a relative estimated time frame of new feature releases.  –  Last updated 04/19/24

Closing Rules will Remove leftover “In Progress” Assignments – May
New Student Transcripts Page – Near Future
New Administrator Dashboard – Near Future

Released Feb ’24

Introducing BAI’s New Student Dashboard!

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!

Highlighted Features:

  • Assignment Labels on courses when users become “due soon” or “overdue”

  • Certificates Of Completion for all course types, not just web-based (Sidebar)

  • Course Cards contain more info like expected duration and passing score
  • Career Path Improvements –  new progress bar, course list design, + more!

  • “Drop” Feature Improvements when dropping elective content
  • Electives & Documents prioritize hearted content, in order of date hearted
  • Instructor-Led Training with URL locations appear as clickable hyperlinks
  • Your Custom Theme incorporated throughout the new My Dashboard page
  • Closing Rules will cancel left-over “In Progress” assignments, removing them from the My Dashboard page and helping prevent assignment data overlap in reporting

Detailed List of Changes:

  • 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.
  • 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 course images.
  • Lengthy course titles now display a tooltip when hovered over to reveal the full course title.
  • 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 now automatically displays 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.
  • 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 when users start completing 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 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.

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 Soon – “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.
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.
  • “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.

List of Recent Enhancements

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:

  • More information displayed up-front for users.

  • An updated design that uses your organization’s logo and color theme in more places.

  • Additional functionality throughout the catalog.

  • Performance improvements and bug fixes.

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.

 

Note: future updates to users’ My Dashboard, Transcripts, and ILT Calendar page to come in the months to follow.  To learn more about personalizing the Learning Manager with your organization’s logo and color, contact your relationship manager.

Released Summer ’23

Instructor-Led Training – New Features!

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:

  • Remove” users from individual offerings within the “View Assignments” window
  • Larger “Add New” modal to accommodate offering detail information
  • Ability to register users in individual ILT offering rosters via the “Add New” modal.

Released Spring ’23

Score Big with Skills Tracking!

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:

  • A brand new Skills Tracking Report for managers and training administrators. Available today 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 if the course was assigned or taken by students on their own as an electiveyou now earn 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 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?2023-06-22T01:28:34+00:00

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:

  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, there’s no better time 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?2023-06-22T01:28:14+00:00

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.

How do these new features work with BAI Career Pathing?2023-06-22T01:27:38+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.

Highlights from Prior Years

Time-Delayed Assignments

With the addition of a new field called “Assign On,” 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.

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 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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