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Frequently Asked Questions2022-03-22T17:42:55+00:00

Frequently Asked Questions

We’ve compiled a list of some of our most frequently asked questions.  Click on a topic to reveal FAQs pertaining to that topic, or browse the “BAI Highlights” tab which rotates questions throughout the year to show the most popular questions being asked.

Why doesn’t narration or video automatically play on the first slide in I-Design courses?2022-07-22T18:10:55+00:00

Web browsers are moving towards stricter autoplay policies in order to improve the user experience, minimize incentives to install ad blockers, and reduce data consumption on expensive and/or constrained networks. Due to these recent security features which BAI cannot override, narration and video that’s set to autoplay will not automatically play on the first slide in I-Design courses. To workaround this issue simply create a new first slide in your course, and have the second slide contain your narration or video set to autoplay. For a more detailed explanation, click here:

Can students download Documents and Resources in the BAI Learning Manager?2022-06-22T23:14:45+00:00

Yes! For custom documents uploaded into the BAI Learning Manager, if the document type is Word, Excel, or PPT it will download and open within its own program upon launch; meanwhile, PDFs open in a viewing window and display a “Download” button in the upper right corner of the page for students (see preview). As for BAI Documents & Resources, select document types such as worksheets and checklists are made available with a “Download” button as well.

How do all the different document types launch in the Learning Manager?2022-06-22T23:04:32+00:00

These are all of the different documents types available in the BAI Learning Manager, and how they launch:

  • excel – downloads, opens in Excel
  • mp3 – opens a new tab, then new window
  • mp4 – opens a new tab, then new window
  • pdf – opens a new tab, then new window
  • url – opens in new tab
  • word – downloads, opens in Word
  • other – depends on the file
What types of Learning Manager notifications are there, and when are they sent out?2022-06-14T19:05:39+00:00

A list of all the default Learning Manager notifications and the approximate time-frame they’re sent out can be found here.  To adjust any of these settings, please contact your relationship manager.

What process does BAI follow to review and update its courseware?2022-05-08T19:57:23+00:00

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.

Why did we create BAI Documents and Resources?2022-05-08T19:42:35+00:00

BAI’s Documents and Resources functionality is the next step in BAI’s ability to support more than just courseware. BAI’s Documents and Resources leverage the BAI Learning Manager’s ability to view PDFs, videos, and URLs so that job aids, checklists, and policies can be searched for, viewed, distributed, and tracked. To help get you started BAI has added more than 200 Documents and Resources to our existing libraries, as well as created a suggested catalog structure for custom documents

What are catalog attributes, and how can they help me find the right training to take or assign?2022-05-08T19:36:40+00:00

Attributes in the BAI catalog include a thoroughly vetted list of fields, hand-picked for each course and document to help students and training administrators alike filter and identify content to take or assign. These fields include: Roles, Skills, Topics, Expected Duration, Interactivity, Product Type, CE, and Notes. To filter by these fields, start by accessing our online catalog, or log into the BAI Learning Manager and click on the “course catalog” button at the top of the My Dashboard page. Then, click on the “View all results” link below the library that fits your organization. Attributes reside on the left-hand side of the page. A more thorough description of each field can be found below:

  • Roles – this field is available in BAI’s compliance courseware libraries only, for all full-length courseware except game show courses, mini-courses, and BAI’s legacy courses (course codes beginning with “2”).  Selecting a role will update the results to include all compliance courseware that could be relevant to individuals in that role.
  • Skills – this field is available in every library, but is most useful in BAI’s Professional Skills Library. The courses in this library are designed to sharpen users’ professional development skills, so filtering by this field makes it easy to spot direct correlations in content. Training administrators may also find this field valuable when building career paths to find all courses with similar skills.
  • Topics –  this field is available in every library. Topics are perhaps the most valuable field in terms of finding the right compliance content to take or assign. Selecting a topic will display all content adequately covering that subject, even if under the umbrella of another topic.
  • Expected Duration – this field is available in every library, and is most useful in the compliance and professional development courseware libraries. It can help spot BAI’s Mini-Courses (all of which are < 15 minutes), or narrow the list to show our more in-depth content.
  • Interactivity – this field is available in every library. It is most useful in the compliance and professional development courseware libraries, but can assist in spotting podcasts and video for example in the Documents & Resources library.  Tip: select the “accessible” label to find courses that have been updated to our newest design template, which incorporates the accessibility features seen below:
      • Keyboard accessible including access to a list of keyboard shortcuts
      • Custom Focus Order/Tab order is used so a screen reader and keyboard will follow content in a logical order.
      • Closed captions available for videos and audio
      • Users have ability to control video and audio (does not auto-play)
      • Color of text follows WCAG 2.1 AA contrast standards (4.5:1)
      • Zoom settings for the slide (not just the player)
      • Accessible text which uses HTML and allows users to use custom stylesheets or browser extensions to change how the text displays.
      • Use of alternate text for images that are not decorative.
  • Product Type / Content Type – these fields are available in every library. “Product Type” can be found in all courseware libraries and distinguishes our full-length courses from our mini-courses, while “Content Type” can be found in all document libraries and distinguishes documents and resources by file type (Excel, MP3, MP4, Other, PDF, URL, Word).
  • CE – this field is available in BAI’s compliance courseware libraries only. Use this filter to search BAI courseware approved for continuing education credit.
  • Notes – this field is used in BAI’s compliance libraries to highlight “popular” and “new” content.
      • New: identifies courses that have been released < 12 months (updated bi-annually).
      • Popular: identifies the top 20 courses in each library based on completion data (updated bi-annually).  Tip: type “Popular” in the catalog search bar in the Learning Manager to pull up the entire list of BAI’s popular courses, or click here to access the list in our online catalog and filter by Library on the left-hand side.
What’s the difference between BAI’s “Essentials” and “Comprehensive” courseware?2022-03-30T14:18:33+00:00

BAI distinguishes its Essential and Comprehensive courseware as:

  • Essentials” – an “overview” of a regulation. Appropriate for new hires, yearly refreshers, or “all staff” assignments. These courses are generally 30 minutes or less.
  • Comprehensive” – an “in-depth” deep-dive of a regulation. Intended for compliance officers, managers, and individuals who need a deep knowledge of a regulation. These courses are generally 30 minutes or longer.

Example: “BSA and AML: Essentials” (30502) and “BSA and AML: Comprehensive” (30501)

Why does some of the text in a course look jumbled?2022-03-24T15:21:30+00:00

See example.

This type of issue is caused by a combination of the device being used to take the course and the course authoring tool, and exists for any web-based system. BAI uses “web-safe” fonts in its courseware that are present on almost all devices, so if users come across an issue like this the issue is with the browser not recognizing the font correctly.  If you are using a company computer that follows our system requirements you should not encounter font problems like this, it will be able to read it correctly.

What types of custom documents am I able to upload?2022-03-23T17:32:36+00:00

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

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 (_).

What are BAI Documents and Resources?2022-03-22T17:39:05+00:00

BAI Documents and Resources are a collection of overviews, checklists, red flags, whitepapers, job aids, videos, and other highly requested content such as SARs and CTRs curated by BAI. For a full list of BAI Documents & Resources, click here.

Do any of the Documents and Resources changes affect our contract?2022-03-22T17:33:16+00:00

No, all BAI Learning Manager customers will have free access to these materials and enhancements.

Should I use this functionality for policy acknowledgements?2022-03-22T17:32:54+00:00

Currently, BAI recommends continuing to use I-Design to track policy acknowledgements. In particular, creating courses that contain the policy and setting up an acknowledgement question designed specifically for this to insure proper tracking and reporting.

Is there a limit to the number, length, or size of custom documents that can be housed within BAI Learning Manager?2022-03-22T17:32:44+00:00

There is no limit to the number of custom documents you can upload to the BAI Learning Manager. However, the file size limit is 300MBs per upload.

Is there a report I can run to show document views?2022-03-22T17:32:27+00:00

Yes, you can track and report user views independently from required training, via a new report called the “Documents Data Report”. Here, you can see who has viewed a document, when, and how many times.

Will documents show up on students’ transcripts?2022-03-22T17:32:13+00:00

Yes, as your users access documents in the BAI Learning Manager their views are tracked within their transcripts, alongside course completions.

How does the “My Documents” functionality work?2022-03-22T17:32:03+00:00

The new My Documents section in the student dashboard allows learners to save and quickly access documents and resources that are important to them. It can include documents added by students themselves if they click “Add to My Documents” next to documents in the catalog, and documents managers and training administrators may have distributed to them. Regardless the source, students may drop documents from their My Documents section if they no longer wish to view the material.

Does BAI provide document recommendations by role?2022-03-22T17:31:54+00:00

Yes! Suggestions on which BAI Documents and Resources to distribute to learners based on role are made available on L&D Connect to help you get started utilizing this content.

Am I able to distribute documents the same way I do courses?2022-03-22T17:31:45+00:00

Yes. Currently, TAs and Managers can distribute all documents and resources manually or via rules just like courses. Distributed documents are added to students’ “My Documents” section on their My Dashboard page. Keep in mind that these items are not considered required assignments; they do not contain due dates and students can drop them from their dashboard at their discretion.

What are the benefits of using BAI Documents and Resources?2022-03-22T17:31:36+00:00
  • Quick References — Learners can search the catalog and add these important resources to their student dashboard for quick one-click access
  • Centralized Policy Repository — Store all your organization’s policies and procedures in one centralized portal with the rest of your training
  • Real-Time Reporting — Training Administrators and Managers can distribute and track user views to help identify which topics or resources have been reviewed most, potentially highlighting trends within your organization
  • Additional Content — Access to a library of BAI maintained Documents
What types of course content I can upload into the BAI Learning Manager?2022-03-03T17:10:10+00:00

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 short 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.

Who should I direct contract related questions to?2022-02-22T05:40:52+00:00

Please direct all contract related questions to your relationship manager. This includes user count details, customization options, pricing info, adding course bundles, upgrading to premium features, etc.  If you are unsure who the relationship manager is for your account, feel free to call us at 1-800-224-9889. Thanks!

How do I report a problem?2022-02-22T05:40:25+00:00

Regardless of the type of problem you’re encountering, your relationship manager is here to help.  If you are unsure who your relationship manager is, please call 1-800-224-9889. Thanks!

Who should I contact if I have questions about Single Sign On in BAI?2022-02-22T05:32:40+00:00

Your organization’s relationship manager should be your first point of contact for any questions or issues related to Single Sign On in BAI.

Does BAI integrate with my Single Sign On provider?2022-02-22T05:31:02+00:00
BAI offers a Single-Sign On solution using the SAML 2.0 standard. Common Identity Providers we support include: Active Directory Federation Services, Azure Active Directory, Okta, Google Workspace, and others.  If you do not see your provider, please contact your organization’s relationship manager to confirm your Identity Provider is compatible.
What report will show me a current list of incomplete / overdue training?2022-02-22T05:15:09+00:00

You can pull incomplete or overdue data for the training year by running the Quick Status Report (QSR).

  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
What report will show me just the latest completion statuses of certain courses taken over the last year?2022-02-22T05:14:42+00:00

Assuming all training was assigned via rules, the best option is to run the Rule Compliance Report – Export. Run this report to view just the latest completions statues for assigned courses, and then filter the results down by course in excel to show just the course results you need.

  1. Click Reports under the menu.
  2. Launch the Rule Compliance Report – Export (4th report down on the reports desk).
  3. Click None Selected next to the Rule field.
  4. Select Show Active Rules Only, although this can be changed at your discretion if some of your rules closed earlier in the year.
  5. Click Apply Filter.
  6. Click Select All.
  7. Click Execute Search.
  8. Click on the popup to open the report in excel.
  9. In Excel, hold Ctrl + A to highlight all results.
  10. Click on the Data tab.
  11. Click on the Filter option.
  12. Click the downward facing arrow next to top of column G (course title), deselect the “Select All” checkbox, and select only the courses you need to report on.
  13. Click Ok.
Can I reopen a closed rule?2022-02-22T05:14:12+00:00

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 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.

How does BAI calculate course expected duration times?2022-02-14T17:08:07+00:00

BAI calculates course expected duration times as 1 min per page, with additional time added for test taking, and estimates rounded to the nearest 5 min. Please note that these are just estimates, and that your experience may vary.

Can I customize BAI’s 30000 series courses?2022-02-14T17:07:00+00:00

Yes. BAI can accommodate many customization requests to our 30000 series courses. Please contact your relationship manager to discuss customization options available to you. Note: certain customizations may incur a small fee. 

Can I print out a BAI course?2022-02-14T17:06:06+00:00

BAI does not allow customers to copy or print out our courseware due to copyright concerns. However, there are certain alternatives we provide depending on the circumstance, including:

  • Job Aids – In each of our courses we provide a job aids section with detailed summaries of the content of the course. This option is the recommended alternative for students who just want to review the material, or management looking for a detailed summary of what’s covered in the course.  In our 20000 series courses this material can be found under a Job Aids tab at the top of the course. In our 30000 series courses this material is accessed by clicking the file folder icon on the left-hand side in the course.
  • Course Script Request form – We understand in some instances the job aids will not suffice. Examiners for example will often request access to the full course script to review the material. In this type of situation we accommodate the request. To officially request the course script, please fill out our course script request form. Follow the instructions at the top of the document and send the completed form to your relationship manager.
My I-Design course appears in the I-Design editor but not the Content tab (or vice versa).2022-01-13T16:26:47+00:00

Discrepancies between the I-Design editor and Content tab exist when training administrators delete a course or make edits to the title of a course in the editor but not the Content tab (or vice versa). Edits must be done in both places when editing a course title or deleting a course. This is because when publishing an I-Design course for the first time, the course added to the Content tab only retains the initial title it was given in the editor and does not update upon republishing. Deleting a course in the editor also does not automatically deactivate the course in the Content tab for you.

The one unique identifier that can help you track down I-Design courses that had their title changed is the course code. If you are having trouble finding a course under the Content tab, try republishing it in the I-Design editor and take note of the course code that’s displayed (take a screenshot, or memorize the last few digits of the code). Then, go back to the Learning Manager and search for that code. As long as the code was never edited by someone, your search results should pull up the course it’s linking to in the editor, at which point you can edit the titles to match each other.  If the course does not show up in the search results, click the “Show Inactive Content” link to filter by deactivated courses and search the code again.

When do rules process?2021-11-08T01:53:53+00:00

Rules process automatically overnight, and any time a training administrator clicks Save within a Rule (wait 2-5 minutes for the process to complete).

Our SSO certificate is expiring soon, do I need to provide BAI with anything to ensure a seamless transition to our new certificate?2021-09-01T15:08:26+00:00

SAML SSO clients have two options when sending us your meta data. The first and BAI preferred option is to send us a link for it. With this option when the certificate updates that information is passed automatically to BAI. The second option is to send us an actual file with your meta data that we then upload on our end. With this option we do not automatically get what we need when a certificate is updated on your end, requiring you to send us a new file to be uploaded on our end.

Where can I find Learning Manager status updates?2021-09-01T14:54:08+00:00

View status updates on the following information:

  • BAI Learning Manager status updates (slow, system outage, etc.) – check the Technical Support page on L&D Connect.
  • Upcoming Features updates – check the Learning Manager Enhancements page on L&D Connect.
  • Holiday Hours updates – check the Help section in the BAI Learning Manager.
How do I assign training to a new user?2021-08-01T18:43:19+00:00

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.

What effect does editing I-Design assessment screens post publishing have on QLA data in reporting?2021-06-28T22:11:59+00:00

If you are editing the question or answer text on an assessment screen:

  • The Question or Answer column will update in the I-Design Course Summary report for all prior and future completions. Be sure not to adjust the text on an assessment screen in such a way that alters how users interpret or answer the question, as prior completions may otherwise see inconsistencies in their answer selections. If the change you’d like to make would ultimately do so, consider deleting the assessment screen altogether and create a new one instead. (Examples of acceptable text edits include: typo/grammar corrections, clarifying a question, rewording a sentence, etc.)

If you are editing the layout option for an assessment screen:

  • If the two layouts aren’t compatible (example: Multiple Choice to Phrase Matching) it may result in QLA data inconsistencies in the I-Design Course Summary report, hence the prompt BAI displays: “Switching templates will result in losing Answer entries that are incompatible with the new template. Proceed?”  If you’re considering using a different layout for a question, delete the assessment screen altogether and create a new one instead.  (Examples of acceptable layout edits include: any change between the two Multiple Choice layouts, any change between the two Single Choice layouts, changes from Multiple Choice to Single Choice (or vice versa) when only 1 correct answer exists.)
Is there a limit on the number of I-Design courses I can create?2021-06-28T20:55:42+00:00

There is no limit to the number of I-Design courses you can create in the BAI Learning Manager; however, the I-Design editor only displays up to 200 courses under the Create tab which means some may be hidden from view if created in excess of that. If you feel your organization may exceed 200 courses, consider deleting unused content to stay below that number, or create course categories to make them easier to sort by in the list.

Example: 250 courses, 5 categories, 50 courses assigned to each category. Each time I open I-design 50 courses will be hidden from view, but I can still select any of the 5 categories from the dropdown to find the course I need.

Clicking “Launch” isn’t opening the courses, it just displays a loading animation.2021-06-01T17:10:28+00:00

The issue is likely attributed to users’ popup blockers preventing courses from opening in a new window. Instruct users to temporarily disable their popup blockers and have them try launching courses again. If  popup blockers are disabled, try also resetting the course for the user.

What’s the best way to facilitate virtual learning in the Learning Manager?2021-04-30T16:54:59+00:00

Instructor-Led Training (ILT) courses allow you to set up and track both in-person and virtual learning sessions in the Learning Manager. To learn how to create an ILT course, view our written or video help first.

The best option for distributing your virtual meeting link is to create a Location titled the same as the meeting URL (adobe, slack, teams, zoom, etc. – must begin with https://). Students signing up for the ILT will see a text-only version of the URL in the ILT calendar when scheduling an offering (see here), and on their My Dashboard page after they’re enrolled, under the “Details” link on the ILT course tile (see here). When a student signs up for – or is added to the roster of – an ILT offering, they will also receive an enrollment notification from the system displaying a clickable version of the meeting URL (see here). The notification doubles as a meeting invite, so students can add the meeting to their outlook calendar and access the URL on the day of the meeting.

The resolution is too large in BAI courses, I’m having to scroll to see content.2021-04-23T22:26:55+00:00

Per our system requirements, we recommend you set your computer’s resolution to at least 1024 x 768 for best viewing experience, and expand the course to full screen when taking. That said, it’s important to note the resolution of many of our courses depends upon the resolution of your browser at the time of launch. This means if your browser is set to 125% resolution and you launch a course, the course will launch at 125% zoom. Attempting to change your browser’s resolution while the course is still open will not dynamically change the resolution of the content in the viewing window; instead, everything within the viewing window will remain at 125% zoom and the viewing window itself will shrink to the size you specified in the browser (see example). To fix this:

  1. Exit the course
  2. Decrease your browser’s resolution (Ctrl – on your keyboard), and then
  3. Launch the course again.
My HRIS mistakenly created a duplicate user profile in the Learning Manager. How do I remove the duplicate, and keep one profile with the correct username, assignments, and transcript records?2021-04-23T22:26:40+00:00

We often see this when a person gets married and their last name changes. Many organizations use email addresses as usernames, so when the email / username is updated to include the new last name the system creates a whole new profile for that user because it doesn’t see it in the Learning Manager.

If the duplicate profile has already been created you’ll need to “merge” the two profiles in the system. To begin, consider the following:

  1. If the user has not completed any training under the profile with the new username yet, you can simply swap out the usernames on the two profiles so that the new username resides on the old profile containing all of the assignments, transcript records, etc. This entails going to the profile with the new username first, altering the username to allow it to be used on the other profile (example: changing [email protected] to [email protected]_inactive) adding an End Date to the profile, and clicking Save. Then, you can go to the original profile containing all of the assignments, transcript records, etc., add the new username to it, and click Save.
  2. If the user has completed training under both profiles, you will need to deactivate one of the profiles and contact your relationship manager to merge the transcript records into the remaining active profile.

To avoid situations like this from happening going forward, we suggest doing one of the following:

  1. Manually update the profile’s Username field in the Learning Manager ahead of the upload to match the new username. The system only creates new profiles if it recognizes unique usernames, so updating it ahead of time will prevent this issue from occurring.
  2. Utilize the foreignsyskey field in the HRIS file to identify users. That way you’ll be able to update usernames without having to worry if the system will create a duplicate profile.
The system is telling me the user already exists when creating a new profile.2021-04-08T21:52:51+00:00

If you encounter an error telling you the profile already exists in the LMS, the problem is that the username isn’t unique enough. This is caused when:

  1. Another domain is using that username – usernames must be unique across BAI’s entire platform, so simpler usernames (example: “TJohnson”) may already be in use. We advise using email addresses as they are always unique and easy to remember for users.
  2. The username is that of a another user at your organization (possibly deactivated) – To check if this is the case, click the Advanced Search link under the People tab in Administration, enter the username in the advanced search form, and click Search at the bottom of the form. The advanced search feature searches for both active and inactive profiles in your domain. If a profile populates in the results section, verify whether it’s the user you’re trying to add, or if it’s a different person that happened to have the same username as the user you’re trying to add. Then, either reactivate that profile, or edit the username on the profile (example: adding “_inactive” to the end of the username) to free up that username for the new profile you’d like to create.
Why are some users reaching course retake limits prematurely?2021-04-08T21:40:07+00:00

It’s possible attempts from a prior year are counting against users. This can happen if the retake limit for the course (or the portal default) is set to “Rolling,” with X attempts every X days. A “Rolling” retake limit continually looks back X days to see if the number of attempts allocated is exceeded or not (example: 3 attempts every 365 days). This means last years attempts could be counting against them. The preferred retake limit option is “Annual” as it allows users a certain amount of attempts starting on a specific day of the year. Attempts then automatically reset on that date each year (example: 01/01). To view or edit your portal default retake limit, click under the Management tab in Administration, and select Settings.

The “save” button is greyed out when editing a profile.2021-04-08T21:35:42+00:00

First, make sure all required fields are filled out in the profile. If all required fields are filled out, the browser may be trying to auto populate either the Password or Confirm Password field. These fields are mandatory when setting up new profiles but should not be filled out when editing profiles unless the intent is to change the user’s password, in which case both fields must be filled out. By removing everything under these fields the Save button should re-appear.

I just created a course but I don’t see it in the student catalog yet.2021-04-08T21:06:34+00:00

Updates are run every 10-15 minutes in the student catalog. If you’ve recently created, edited, or deactivated a course and the change is not appearing in the student catalog, please wait and check back later.

What types of courses can I include in a career path?2021-04-08T20:38:21+00:00

Career Paths can include any BAI web-based training, custom courses, instructor-led courses, and/or tasks.

What report will show me everyone’s profile details?2021-04-08T20:26:26+00:00

The User Data Report (UDR) can be run to view the profile details (positions, managers, etc.) of everyone at your organization. You can use this report to determine what changes need to be made to profiles, and then use the Batch Edit feature under the People tab within Administration to make bulk changes.

  1. Click on Reports under the menu
  2. Launch the User Data Report
  3. Click Execute Search
  4. Click the Field Chooser button to drag in / out additional column headers
  5. Export your results by clicking the XLSX option
Can I customize Learning Manager notifications?2021-04-08T19:49:17+00:00

Yes. BAI Learning Manager notifications can be customized to include certain text from your organization but may be done so for a fee. To learn more about email customization options and pricing, please contact your relationship manager.

Can I edit the title of a manually added transcript item?2021-04-08T19:33:50+00:00

Unfortunately, that functionality does not exist at this time. However, your relationship manager can submit a request for you to have the transcript item deleted, and from there you can re-add the transcript item with the corrected title.

Am I able to delete transcript items?2021-04-08T19:33:14+00:00

BAI does not currently allow training administrators to delete transcript items. Please reach out to your organization’s relationship manager who can submit a request to our IT team on your behalf.

Course Types that can be deleted:

  • External (all requests will be granted)
  • ILTs (please include the title of the course, the username of the individual, and reasoning)
  • WBTs (please include the title of the course, the username of the individual, and reasoning)

Course Types that cannot be deleted:

  • Course Groups
  • Certifications
  • Curriculums
  • Surveys
  • Evaluations
  • Assessments
  • Career Paths
What are the benefits of using BAI Training Insights?2021-03-25T22:28:54+00:00

We designed BAI Training Insights to address customer feedback that their annual planning for compliance is often a manual, inefficient and cumbersome process. BAI Training Insights helps you:

• Simplify yearly planning, courseware selection and decision documentation.
• Identify appropriate training assignments to increase employee productivity.
• Boost collaboration across departments while planning for annual training.
• Have confidence that you are ready for your next audit.

Why isn’t there an “All Staff” Function in Training Insights?2021-03-25T22:27:21+00:00

The primary reason there isn’t an “all staff” function is because BAI Training Insights was specifically designed to provide you with efficient and effective training plans for your users based on function, role, responsibilities, etc. instead of assigning the same course to all students. That said, if you still prefer to create a decision plan for all staff, we handle the all employee filter in the Responsibilities section of Training Insights. A selection under HR titled “Condition of Employment” pulls in all required compliance courses for that function and role.

Why do only some transcript items have an option to Edit?2021-03-25T22:04:37+00:00

Users’ transcripts will only display an “Edit” link next to the latest completion attempt for a course within the timeframe listed. In rare instances you need to edit a user’s transcript, it’s often the latest attempt for courses that need editing so this helps in identifying that particular attempt.  If you do not see an “Edit” link next to the course you’re trying to edit, click the “Title” column to sort all transcripts items alphabetically as it will group all attempts by the same course together.

Does any part of the BAI Learning Manager require flash?2021-03-01T17:38:07+00:00

On December 31, 2020, Adobe stopped updating and distributing Flash Player for download and use by all major browsers – Mozilla Firefox, Google Chrome, Internet Explorer 11, and Microsoft Edge.

The discontinuation of Flash can have an impact on the BAI Learning Manager and courseware. While the BAI Learning Manager and our courseware do not require the use of Flash, you may have some custom courses in your portal that do.

Here are some steps you can take to prevent issues from occurring:

  • If you have a BAI I-Design course created prior to June 10th, 2019 it most likely requires Flash. Please go into BAI I-Design, convert the course to HTML5, and republish it.
  • If you have any Flash videos uploaded into BAI I-Design, you will need to replace and re-upload with a MP4 version of the video.
  • For custom courses created in another authoring tool you will need to republish the course in the tool used as HTML5 and upload the new version into the BAI Learning Manager.
  • For a course that is obsolete we suggest setting it to inactive to remove it from your catalog.
Some of my users completions aren’t marking complete in the Learning Manager.2020-10-28T16:53:10+00:00

Depending on the completion status of the course, and course type, there might be a few reasons this is occurring:

If the course status reverts to “New” for users after completing:

  • This indicates a problem with the way the rule assigning this course(s) was set up, specifically, that is uses a future “Don’t assign if passing score obtained after” date. This field directs rules to accept all successful completions from the transcript of a user on or after a certain date. It ensures users will be marked complete for the rule the course is assigned from, and not re-assign the course if previously taken under another rule, in instances where rule assignments overlap. When this field is set in the future, users’ successful completions are labeled “New” in the View Assignments rather than “Successful,” as the completion is prior the rule’s qualifying “Don’t assign if…” date. To locate and edit this field, navigate to the Rules tab in Administration, search for and click Edit next to the rule assigning the course, and click under the Dates tab. Move the “Don’t assign if passing score obtained after” dates for each course back to some day prior users’ completions. Typically, this day aligns with the Start Date of the rule, or the earliest date you began assigning training this year (Note: Do not enter a date that’s too far back either such as a previous year, as prior years’ successful completions should not be used to satisfy this years’ training for users).  After correcting this date for your courses, click Save in the rule. Within a few minutes the rule will process and retroactively grant users credit for their successful completions.

If the course status remains “In Progress” for users after completing, depending on the course type it may be due to the following:

  • Custom Courses – If this is a custom course created by your organization outside of BAI you will likely need to examine the way the course was set up. If the course does not have an assessment associated with it, you will need to make sure the passing score for the course is set to 0, as non-scoring courses require a 0% passing score to complete properly.
  • I-Design Courses – If this is an I-design course, the issue may be with the way the course was set up in BAI. For the course to complete successfully, it should use scored assessment screens, and contain a basic screen at the end of the course outside of all other folders and screens with the “diagnostics page” layout selected (the thumbnail will look like a check mark). Additionally, under the Screen Setting of the diagnostics page you’ll need to make sure the box is checked for “if user visits this screen, the folder it is in will be completed.”  Making these edits, re-publishing the course, and resetting the attempt for anyone encountering this problem should resolve any completion issues users are facing.
  • BAI Professional Skills Series – If this is a course from BAI’s professional skills series, some of these courses complete specifically by exiting the course on the last page of the tutorial (the Microsoft courses complete this way for example). Navigating back to other slides, or the exercises at the beginning of the course can prevent the course from completing successfully.
  • BAI Compliance Series – If this is a course from BAI’s banking, credit union, mortgage, or non-bank series, the issue can sometimes just be attributed to users timing out after too much time of inactivity on a slide. This can lead to your organization’s firewall popping up, severing the connection with our server. It allows users to finish their attempt and can sometimes display a score at the end as if nothing happened; however, because a completion time isn’t being recorded the course cannot “complete” and move out of the In Progress status. The issue will persist with every future attempt the user makes until a Training Administrator takes action. To remedy the issue, enter the user’s View Assignments window and click the In Progress status next to the course. You may either select “Reset Course,” which restarts the course and allows the user to take the assessment over with a fresh attempt, or you can simply “Mark Successful” their assignment. For student communication regarding timeouts (which includes steps to prevent them) click here.
Does BAI recommend I whitelist any addresses?2020-10-20T13:33:40+00:00

Yes. BAI recommends whitelisting the following addresses:

Email Notifications – Allow-list all email addresses, or individually allow-list these addresses:

[email protected]
[email protected]
[email protected]
[email protected]
[email protected]

Courseware – Some of BAI’s Professional Skills Series courses may require whitelisting to view the material. Addressees to whitelist:

* addresses – MS Office (windows 10 course)

If a student previously successfully completed a course and then enrolls in a career path with that same course, will they be asked to take it again?2020-10-14T20:51:31+00:00

No. Career Paths accept all prior passed courses. If a user has ever successfully completed a course and is assigned / enrolls themselves in a career path containing that course, the system will automatically mark that user successful for it in the career path.

If I add new courses to a career path, will users who have already completed that career path be required to take them?2020-10-14T20:40:02+00:00

No. Only users that haven’t finished the career path at the time these courses are added will be required to take them. Users that have already successfully completed the career path will not be moved out of their successful completion status, and will not be asked to complete these new courses.

What are “Don’t assign if passing score obtained after” dates in rules, and what should they be set to?2020-10-13T13:59:53+00:00

This field directs the rule to accept all successful completions from the transcript of a user on or after a certain date. It ensures users will be marked complete for the rule you’re working on, and not be re-assigned the course from other rules as well in instances where rule assignments overlap. By default, the date will equal the start date of your rule. You may leave it as is or enter the earliest date you began assigning training this year.

Note: Do not enter future dates under these fields for any of your active rules as users will not otherwise receive credit for their successful completions. If you’ve mistakenly entered future dates in these fields simply move them back to one of the recommended dates listed, save the rule, and within a few minutes the system will retroactively grant users credit for their successful completions.

How often do reports update?2020-09-14T17:53:46+00:00

Reports in the Learning Manager typically update every 15-30 minutes to reflect new assignment and completion information.

Can I randomize assessments or create question pools in I-design?2020-09-14T17:52:49+00:00

Yes!  To start, you will need add all your assessment screens directly underneath a folder. Click on that folder in the outline (left side of the page) to access the folder settings. Check the box next to “Randomize,” and select the number of screens to randomly show from this folder. Selecting the full question total will randomize the full list of questions; selecting any number other than the full question total will create a question pool, in which only the number of questions you’ve specified will randomly be selected and used. Check out our Assessment Screens training video to learn more about this feature (jump to the 4:25 min mark).

Note: for this feature, use only “scored” assessment screens. Make sure all assessment screens are within the assessment folder, and that no other basic screens or PowerPoint slides fall under the assessment folder’s hierarchy.

What are the product features included in BAI Training Insights?2020-09-14T17:51:29+00:00

The main features of BAI Training Insights include:

• Integration with the BAI Learning Manager to leverage existing learner data.
• A collaborative mapping wizard tool that gathers data on roles, responsibilities and risks, making it easier than ever to strategically determine which courses—and how many—should be assigned to which employees.
• Decision reports that keep you audit-ready by electronically documenting not only what was assigned, but why it was assigned.
• Benchmark and peer data from the BAI Learning Manager that helps you make informed decisions, allowing you to understand what similar organizations have assigned to address particular risks.

Future releases will be developed based on customer feedback.

How does BAI Training Insights help save time and manage risk?2020-09-14T17:49:32+00:00

BAI Training Insights, combined with BAI’s flexible courseware, is a powerful tool that conveniently enables key decision makers across your organization to electronically provide input into training plans, tailoring them by role, risk and individual responsibility. This streamlines the time spent on manual processes and documents decisions for future audits and regulatory reporting.

How does BAI Training Insights provide benchmark and peer data?2020-09-14T17:48:51+00:00

With the largest repository of compliance training data in the industry, BAI can provide you with a view of how your industry peers are assigning training, understand the most frequently assigned courses and understand your training plans relative to your competition.

Is BAI Training Insights a separate system from the BAI Learning Manager?2020-09-14T17:48:15+00:00

No. BAI Training Insights is a new add-on module in the BAI Learning Manager that provides you with electronic capabilities to plan your annual training collaboratively across your organization and understand how your training compares to your peers.

How does BAI Training Insights leverage BAI’s flexible courseware offerings?2020-09-14T17:47:35+00:00

BAI Training Insights is combined with BAI’s flexible courseware to provide a powerful way for leaders to tailor learning plans by role, risk and individual responsibility.

Does BAI Training Insights replace the current assignment rules engine in the BAI Learning Manager?2020-09-14T17:46:19+00:00

No. All BAI Training Insights functionality is additive. No functionality is being removed from the BAI Learning Manager.

Who within our organization has access to BAI Training Insights?2020-09-14T17:45:38+00:00

Initially for organizations that have BAI Training Insights, only Training Administrators have access. However, once a Training Administrator designates an additional user in the BAI Training Insights module, he/she will have access as well.

Who can see the decision reports in Training Insights?2020-09-14T17:44:12+00:00

Training Administrators can see all decision reports. Decision makers can only see reports for which they are a decision maker.

What is a peer group in Training Insights?2020-09-14T17:43:23+00:00

BAI is a leading compliance training provider in the financial services industry. The peer groups are collections of BAI customers that are similar in organization type and asset size.

What is the difference between the peer groups in Training Insights?2020-09-14T17:42:38+00:00

Peer groups are determined based on organization type and asset size. They are:

• Large & Regional Bank ($10 billion or greater in assets)
• Large Community Bank ($1-9 billion is assets)
• Community Bank ($0-999 million is assets)
• Large Credit Union ($1 billion in assets)
• Credit Union ($0-999 million is assets)
• Mortgage
• Nonbank

Does the decision maker receive an email notification when a decision report is created in Training Insights?2020-09-14T17:41:45+00:00

No. The decision maker will receive access as soon as the decision report is created, but how and when the decision maker collaborates with other members of your organization on the decision report is up to you. BAI Training Insights does not include any workflow email notifications.

What is the difference between function and department in Training Insights?2020-09-14T17:40:46+00:00

Often, they are the same, and selecting a function is easy. Other organizations are structured differently. For example, some organizations have the “Retail” or Marketing function in several different departments. This is particularly true with organizations structured geographically.

What do the different risk rankings mean in Training Insights?2020-09-14T17:39:32+00:00

Determining risk rankings is up to each organization. When determining the appropriate ranking, most organizations consider the following factors:

• Regulatory fines
• Auditor comments
• Customer complaints
• Process errors
• Policy violations

I want to assign a custom course and document the related reasons; can I do that with BAI Training Insights?2020-09-14T17:38:40+00:00

Yes. All courses available in your portal, including custom courses, can be selected on the BAI Training Insights course listing page. If these courses cover topics not in BAI’s library and apply to roles, risks or responsibilities not listed in BAI Training Insights you can insert them in the Comments.

What are the product features included in BAI Career Pathing?2020-09-14T17:28:16+00:00

The main features of BAI Career Pathing include:

• The ability to group courses related to a specific career goal
• The ability to assign specific skills to courses within a career path
• The ability to display the courses in a specific order, as well as the ability to enforce the order career path courses can be taken in
• Separate dashboards to keep track of career pathing progress without impacting Compliance reporting
• A new User Profile with Badges for completing career paths
• The ability to control who within your organization has access to career paths
• The ability to allow learners to self-enroll in career paths

What are the skills that can be assigned to a career path course?2020-09-14T17:24:45+00:00

There are more than 200 skills listed as default type-ahead options; however, it is an open field so you have the ability to add any skill you would like to associate with any course. A list of the default skills can be found here.

If a student is assigned a compliance course as part of a career path, do they have to take it twice?2020-09-14T17:21:07+00:00

No. The course will appear in both the My Assignments section as well as the Career Paths tab, but it needs to only be successfully completed once.

Do I have to launch career pathing to everyone in my organization all at once?2020-09-14T17:19:17+00:00

No. You can control who sees career pathing at both a portal and course level. See the Career Pathing “Launch When You Are Ready” tip sheet.

Does BAI Career Pathing replace course groups in the BAI Learning Manager?2020-09-14T17:17:05+00:00

No. All BAI Career Pathing functionality is additive. No functionality is being removed from the BAI Learning Manager.

What are the benefits of using BAI Career Pathing?2020-09-14T17:16:14+00:00

We designed BAI Career Pathing to address customer feedback that their students would be more engaged in their professional development if they have clearly defined goals and methods for tracking their progress as they pursue those goals. BAI Career Pathing helps you:

• Increase student engagement
• Improve employee retention and recruitment
• Simplified new hire onboarding
• Increase specific skills sets within the organization
• Better prepare internal candidates for career advancement

Why are there results outside the date range specified in the Training Data Report?2020-08-19T14:54:25+00:00

Enrollment criteria in the Training Data Report looks at a wide range of dates by default, including assignment dates, registration dates, completion dates, and due dates.  To understand why certain results are displaying, first make sure to pull in all relevant columns. Click the Field Chooser button above the results, and click and drag the “Assigned On Date” and “Due Date” columns (two date-related columns not pulled in by default) into the results. This information can help you determine why certain results such as past years’ training are displaying.

Tip: If you’re looking for a way to narrow down the results, check the box next to the field “only include if Due Date is between From Date and To Date below” in the report control panel. Then, enter a date range as it relates to training due dates, and click Execute Search. The report will now only display results with due dates between the date range entered.

What are the video requirements in I-design?2020-08-13T16:31:45+00:00

In general, all video file types are supported as long as they are under 300 mb (anything bigger may require you host the video elsewhere and link out to it). Video files are converted to mp4 upon upload. For lengthy videos, we recommend running them through a video optimizer before uploading, as students may otherwise encounter lengthy buffer times. For a full list of video recommendations, see below:

  • File size limit of 300mb
  • No spaces in filename, dashes or underscores instead, max 25 characters
  • Video container file format MP4 (aka ISO/IEC 14496-12 format)
  • “Fast start” option enabled (aka MOOV atom placed at start of file)
  • Video codec: H.264 High profile (aka AVC)
  • Video max resolution 1280×720
  • Max video frame rate 30 fps
  • Recommended video bit-rate 1-2 Mbps
  • Use quality-based variable bit-rate encoding for best results (for example use the –crf 23 option in X.264-based encoders like ffmpeg or handbrake)
  • Audio codec: AAC
  • Audio sample rate 48 kHz, 44.1 kHz, or 24 kHz
  • Max 2 audio channels (stereo)
  • Audio bit-rate 64-128 kbps
If I make changes to an I-design course and republish it, will users already assigned this course see them?2020-08-13T16:31:21+00:00

Yes. When re-publishing an I-design course, the changes you’ve made will appear for users that have either not yet launched the course, or are in progress with the course. Users that have already successfully completed the course are unaffected however, and are not prompted to retake the course.

Why haven’t my rules processed this morning?2020-08-13T02:19:20+00:00

Active rules process automatically each morning, sometime between 4am – 9am CST. To verify when a rule last processed, click under the Rules tab in Administration, and review the “Last Processed” column. If your rules have not processed by 9am CST, it could be due to the following:

  1. The start date / start time of your rule is set in the future. To verify the day and time your rule is set to start click under the Rules tab in Administration, search for and Edit the rule, and click the clock icon next to the Start Date field. If it is set to any day / time in the future the rule will not process until then, unless moved back.
  2. The rule processing schedule is running behind. Occasionally, it may take more than the usual amount of time for the rule processing schedule to run, either due to a high number of rules opening on the same day, or other back-end reasons. It’s important to note your rules will still run the same day, likely just at a later time. We appreciate your patience.*

* Tip: If your start dates / times were set up correctly and your rules didn’t process, do not try to manually process your rules. The automatic rule processing schedule completes first, followed by any rules training administrators tried to manually process. This means any manually processed rules will be put at the very end of the rule processing queue and likely take longer to complete.

What are the custom fields on users’ profiles used for?2020-08-10T15:38:11+00:00

The custom fields allow you to add additional information to users’ profiles, which can later be selected in rules to assign training. Essentially, it’s a way for training administrators to group non-like users together. For example, perhaps there are a group of people from different departments that have no profile criteria in common, but they all attended a seminar they later need to be evaluated on. You could add a keyword under any of the custom fields on these users’ profiles (custom 0 – 9), and select that custom field out in a rule to assign that group training. This removes the burden of manually assigning each user training, or manually adding users’ names one-by-one to a rule. Training administrators can add multiple keywords to the same custom field, so customization under these fields are limitless. If at any point you need to review which users have what custom fields, you can run the User Data Report and pull the custom fields into the results via the Field Chooser.

How do I add a new position, organization, or location to users’ profiles?2020-08-10T15:06:40+00:00

Positions, organizations, and locations must first be created under the Management tab in Administration before they can be added to profiles. Click the + icon to the left of the search box under that tab to create new items.

Can I embed videos hosted on Youtube, Vimeo, etc. in I-Design?2020-08-05T17:07:22+00:00

Yes. As long as the outside platform provides you an option to copy the embed code, the instructions to embed a video in I-design include:

  1. Going to the website the video is hosted (youtube, vimeo, etc.).
  2. Clicking on the video.
  3. Clicking the “share” option.
  4. Copying the embed code.
  5. Pasting into I-design (specifically, adding a basic screen, selecting the “text only” layout, clicking “add” when you hover your cursor over the preview box, clicking on the “html” option at the bottom of the text editing window, pasting in the embed code, saving the window).
What time are report subscriptions sent out?2020-08-05T16:42:14+00:00

Report subscriptions are sent out the morning of the day you selected in the subscription, sometime between 7am – 10am CST.

Why haven’t assignment notifications gone out yet?2020-08-05T15:56:54+00:00

Assignment notifications are sent out once each morning between 6am – 10am CST, after the automatic rule processing schedule completes. They include assignment changes made the day prior (new manually assigned courses, or course additions to rules), and assignments from rules with start dates of the current day. If assignment notifications have not gone out by 10am CST, either:

  1. The rule was not set up correctly (check the People tab in the rule, click “Preview Results” to ensure users are being pulled in)*,
  2. Users do not have the Email Address field filled out on their profiles,
  3. Our emails are being sent to your spam filter (whitelist “” to ensure this doesn’t happen),
  4. The assignment notification is not enabled for your organization (this is less likely as assignment notifications are enabled by default, a TA at your organization would have had to request it be turned off), or
  5. Our emails are delayed (it is rare for assignment notifications not to be sent out before 10am CST, but if it does occur, they are usually always still sent out, just at a later time the same day).

* If you notice your rule’s people group was not set up right, you can make corrections to the rule and click save. Rules process automatically overnight, and any time you click save within a rule (wait 2-5 min for the process to complete). Users will then receive training momentarily, but the official assignment notification will be sent out the next morning.

Can I edit things like the font, logo, and resolution size in my I-design courses?2020-08-03T18:11:54+00:00

Yes. You can edit all of theses things via the course theme. If you are unsure which theme your I-design course is using, access I-design, click on the name of your course, click under the Course Tools tab, then Settings, and the name of the theme should be displayed. To edit themes, you can click under the Administration tab in I-design, and Edit the theme your course is using.

I’m getting an error attempting to edit an I-Modify course.2020-07-29T20:53:07+00:00

I-Modify courses will prevent you from editing content in the course if the course code was ever altered. In order to continue editing the course, the course code must be changed back to it’s original number. I-Modify course codes start with the original course’s code, followed by an underscore and a number unique to your domain (example: 20206_100056203). If you’re don’t remember the code but you’ve created other I-Modify courses, you can look to those courses to find the number after the underscore and piece together the code. Otherwise, feel free to reach out to a member of our technical support team to assist.

When do people groups process?2020-07-29T20:08:41+00:00

People groups (more specifically, people groups created under the People tab in Administration) that are attached to active rules process any time the rule they are a part of processes. This ensures rules are always assigning training to an up-to-date people group.  People groups not attached to active rules do not process on their own, but can be manually processed by clicking the refresh icon next to the people group name under the People tab. Within a few minutes, the refresh will complete and provide you with an updated list of the member audience.

Why are the session times in ILT enrollment notifications different than what I entered in my ILT?2020-07-29T15:51:49+00:00

When a training administrator adds Session times to an ILT Offering, the times they are entering are that of their own timezone (i.e. whatever the desktop / laptops timezone is set to). The ILT enrollment notification sent to students however displays the timezone of the Location attached to the ILT Offering, so if the Location was created to use a timezone different than that of the TA, students might see enrollment times in a different timezone. That being said, when students open the attachment on the enrollment notification to add the event to their calendar, the timezone adjusts to the timezone of the user’s desktop.

Example scenario: Training administrator lives in CST and adds a session time for 5pm – 6pm CST, the Location attached to the Offering uses EST, the students live in CST.

Result: Students will be sent an enrollment notification that says 6pm – 7pm EST. However, when opening the calendar attachment it will adjust to the student’s timezone and offer to add an event for 5pm – 6pm CST to their calendar. .

Why are there duplicate entries on the Training Data Report?2020-07-29T15:49:00+00:00

Attempts can appear twice in the TDR or QSR if the course has multiple assignment sources. For example, if a course is assigned manually to a user, and then re-assigned via a rule, the TDR will show two rows, one with the assignee’s name as the assignment source and another with the rule name as the assignment source. If you come across an example of a duplicate, click the Field Chooser button above the results section, and click and drag the Rule Name column (from the column chooser box) into the rest of the columns to reveal the source of the assignment.

How can I change rule assignment due dates for certain people?2020-07-29T13:58:02+00:00

A common scenario we come across is that of new hires (or users promoted to a new role) being assigned training later in the year, and their courses are already showing up as past due for them. It’s important to note that rule assignments cannot be edited from the View Assignments window on users’ profiles. If the user requires a different due date than what’s in the rule, you can either:

  1. Waive the assignments in the View Assignments window by clicking “Remove” next to the course(s), OR go to the rule and add criteria to exclude the user from that rule altogether, AND
  2. Manually assign the course(s) back with new due dates (click the “Add new” link in the upper left corner of the View Assignments window), OR create a new rule specifically for this user with their unique due dates.
I’m trying to add courses to a course group but each time I save the course group and come back the courses I added disappear. Why aren’t the courses saving?2020-07-29T13:53:34+00:00

Course groups do not allow you to add courses to the list if the course group is currently being assigned. The UI will look as though your additions have been added, but they won’t be. To be able to add courses to a course group that’s been assigned, you must first unassign the course group from everyone it’s been assigned to.

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