Title_Page_ReleaseNotes · Web viewRoster - View Grants view-only access to instructor led training...

Learning - Oct 2020

Learning - Oct 2020: Learning

Table of ContentsLearning.............................................................................................................................................................. 1

Add Users in Bulk on Roster Page.................................................................................................................. 2

Add Users in Bulk on Roster Page..............................................................................................................3

Update Roster............................................................................................................................................. 5

Cornerstone Learn - Course Player Improvements (Android).........................................................................9

Cornerstone Learn - Mobile QR Codes for ILT Session Attendance.............................................................10

Cornerstone Learn - Mobile QR Codes for ILT Session Attendance.........................................................11

ILT Preferences - QR Codes..................................................................................................................... 14

Create a Session - Enable QR Codes.......................................................................................................16

Learn App Features................................................................................................................................... 19

Print QR Code........................................................................................................................................... 27

Cornerstone Learn - Launch AICC Courses in External Browser (iOS)........................................................31

Cornerstone Learn - Launch AICC Courses in External Browser (iOS).....................................................32

Course Catalog - Mobile Settings..............................................................................................................34

AICC Course Launch in External Browser - End User Experience............................................................36

Cornerstone Learn - Offline Materials...........................................................................................................37

Cornerstone Learn - Offline Materials - Overview......................................................................................38

Cornerstone Learn - Materials - Allow Download......................................................................................40

Cornerstone Learn - Download Materials..................................................................................................42

Download Materials FAQ........................................................................................................................... 45

Cornerstone Learn - Picture in Picture Support (Android).............................................................................46

Cornerstone Learn - Training Push Notifications...........................................................................................48

Cornerstone Learn - Training Push Notifications.......................................................................................49

Training Notifications................................................................................................................................. 50

Curriculum Versioning Enhancements Auto-Upgrade...................................................................................52

Curriculum Versioning Enhancements Auto-upgraded with the October '20 Release...............................53

Feature Activation...................................................................................................................................... 55

Structure Modification History Page...........................................................................................................56

Child Training Due Date Recalculation......................................................................................................59

Expired Appended Training.......................................................................................................................60

Upgrade Child LOs.................................................................................................................................... 61

Deprecation of Browse for Training with the April 2021 Release..................................................................62

Deprecation of Learning Loads for Data Load Wizard (DLW) with the October '21 Release........................64

1


Deprecation of Legacy Learning Details Page with the February '21 Release..............................................65

Deprecation of Proxy Enrollment API with the February '21 Release............................................................66

Deep Links Enhancements........................................................................................................................... 67

IE7 and IE8 Compatibility Modes Deprecation with the Feb '21 Release and JQuery Upgrade for Course Launching...................................................................................................................................................... 69

IE7 and IE8 Compatibility Modes Deprecation with the Feb '21 Release and JQuery Upgrade for Course Launching.................................................................................................................................................. 70

Feature Activation Preferences - Upgrade jQuery.....................................................................................72

Course Browser Compatibility Field Added to Reporting 2.0.....................................................................74

IE7 and IE8 Compatibility - FAQ................................................................................................................75

Learning Assessments (Open Beta) Enhancements.....................................................................................76

Learning Assessments (Open Beta) Enhancements - Overview...............................................................77

Learning Assessments (Open Beta) Enhancements - Publishing Workflow..............................................80

Learning Assessments (Open Beta) Enhancements - Course Console Access........................................84

Learning Assessments (Open Beta) Enhancements - Learning Assignment Tool....................................86

Learning Assessments (Open Beta) Enhancements - User Transcript......................................................89

Learning Details Redesign Enhancements...................................................................................................91

Learning Details Redesign Enhancements - Overview..............................................................................92

Learning Details Redesign - Ability to Control Data Display......................................................................95

Price Visible Preference Moved to Learning Details Preferences..............................................................99

Learning Details Redesign - Primary Actions for Training with Recurrence.............................................102

Learning Details Redesign - Badges.......................................................................................................104

Microsoft Teams vILT Integration by Tamahris...........................................................................................105

Price Visible Preference Moved to Learning Details Preferences...............................................................107

Price Visible Preference Moved to Learning Details Preferences............................................................108

Learning Details Preferences - Price and Training Units.........................................................................109

Provider Field Disabled for Subscription Content........................................................................................111

Provider Field Disabled for Subscription Content....................................................................................112

Provider Disabled - Course Catalog and Course Console.......................................................................114

vILT Connector Enhancements (Early Adopter)..........................................................................................117

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Learning

Release Notes as of October 7 2020 (20.03.04) 1


Add Users in Bulk on Roster Page



Add Users in Bulk on Roster PagePrior to this enhancement, it was not possible for administrators and instructors to bulk add users to an instructor-led training (ILT) session on the roster page. It was necessary for administrators and instructors to search for and add each user to the session manually.

With this enhancement, administrators and instructors can now add users to a roster in bulk via an Excel spreadsheet. This functionality is especially valuable for allowing instructors to quickly add unregistered walk-in users to the roster.

ImplementationThis functionality is automatically available in all portals using the Learning module.

PermissionsThe following existing permissions apply to this functionality:

PERMISSION NAME

PERMISSION DESCRIPTION CATEGORY

Roster - Add Users Grants ability to add named users to class rosters for instructor led training sessions. This permission works in conjunction with the Roster - View permission. This permission can be constrained by OU, User's OU, ILT Provider, and User's ILT Provider. This is an administrator permission.

Learning - Administration

Roster - Increase Seats

Grant user the ability to increase the session's available seats when adding users to the session roster if the added users exceed the number of available or reserved seats. User must also have Manage Roster or View Roster permission. This permission cannot be constrained. This is an administrator permission.


Roster - Manage Grants ability to manage instructor led training session rosters, including updating attendance, and marking the ILT session complete to update student transcripts. A variety of other features are available depending upon additional roster permissions. This permission works in conjunction with Events - View, Sessions - View, and Roster - View permissions. This permission can be constrained by Instructor, User as Instructor, ILT Provider, and User's ILT




Provider. This is an administrator permission.

Sessions - Edit Grants ability to edit/update existing instructor led training sessions. This permission works in conjunction with Events - View and Sessions - View permissions. Administrators can only edit sessions for which they have the availability to view and edit. When adding users to a session in which the session roster is full, this permission grants the ability to increase the session's available seats. This permission can be constrained by OU, User's OU, Instructor, User as Instructor, Facility, Facilities Owned by User, ILT Provider, User's ILT Provider, User, and User Self and Subordinates. This is an administrator permission.




Update RosterThe Attendance and Scoring tab of the Manage Roster page allows administrators and instructors to manage attendance, enter scores, and pass/fail values. Options to download the roster and upload the roster with a bulk list of users are available on this tab.

To access the instructor-led training (ILT) session roster, go to ILT > Manage Events & Sessions. Search for the appropriate event and next to the event in the search results, in the Options column, click the View Sessions icon . This option is only available to users with permission to view sessions. Next to the session, in the Options column, click the View Roster icon . Click the Attendance and Scoring tab on the Session Roster page.

Permissions

PERMISSION NAME


Roster - Add Users Grants ability to add named users to class rosters for instructor led training sessions. This permission works in conjunction with the Roster - View permission. This permission can be constrained by OU, User's OU, ILT Provider, and User's ILT Provider. This is an administrator permission.


Roster - Increase Seats

Grant user the ability to increase the session's available seats when adding users to the session roster if the added users exceed the number of available or reserved seats. User must also have Manage Roster or View Roster permission. This permission cannot be constrained. This is an administrator permission.


Roster - Manage Grants ability to manage instructor led training session rosters, including updating attendance, and marking the ILT session complete to update student transcripts. A variety of other features are available depending upon additional roster permissions. This permission works in conjunction with Events - View, Sessions - View, and Roster - View permissions. This permission can be constrained by Instructor, User as Instructor, ILT Provider, and User's ILT Provider. This is an administrator permission.


Sessions - Edit Grants ability to edit/update existing instructor led training sessions. This permission works in

Learning - Administratio



conjunction with Events - View and Sessions - View permissions. Administrators can only edit sessions for which they have the availability to view and edit. When adding users to a session in which the session roster is full, this permission grants the ability to increase the session's available seats. This permission can be constrained by OU, User's OU, Instructor, User as Instructor, Facility, Facilities Owned by User, ILT Provider, User's ILT Provider, User, and User Self and Subordinates. This is an administrator permission.

n

Download "Bulk Add Users" TemplateTo download an Excel spreadsheet for bulk uploading users, click the Download "Bulk Add Users" Template link. The spreadsheet will download to your computer in .xls format. Once you have downloaded and opened the spreadsheet, you can enter the User IDs of each user you want to add to the roster in the User ID column. If associated ILT emails should be sent to these users, type "Yes" into column F2 of the spreadsheet. Do not make changes to any other part of the spreadsheet.



Upload "Bulk Add Users" FileAfter adding the User IDs of the users you are adding to the roster and saving the spreadsheet to your computer:

1. Click the CHOOSE FILE button in the Users section of the Session Roster page. 2. Search for and select your saved spreadsheet from your computer.3. Click the UPLOAD BULK USERS button to finish uploading your spreadsheet to the

Session Roster page. While the file is uploading, the UPLOAD BULK USERS button disappears, and an "Upload is in progress" notification displays in the Users section. o If the upload is successful, the users are added to the roster, and the UPLOAD

BULK USERS button reappears on the page.o If the upload is unsuccessful, an error appears, which allows you to download the

error file. The error file will provide a description of the error. You can correct the error and attempt to upload the corrected file.

Considerationso Only 100 users can be uploaded in a single "Bulk Add Users" spreadsheet.o While uploading, the following existing logic is adhered to:

o The Seats Available count will increase automatically if the max registration for the session is exceeded.

o Even if waitlists are disabled for a session, users can still be added using the "Bulk Add Users" spreadsheet, increasing the user count.

o Users included in the "Bulk Add Users" spreadsheet will be added even if they do not satisfy any configured enrollment restrictions.

o Users are added to the session, not to a session's individual session parts. Attendance of session parts is marked by the instructor.



Learning Assignment Tool - Bulk UsersWhen users are added to a roster in bulk using the "Bulk Add Users" spreadsheet, this training assignment is recorded on the Manage Assignments page of the Learning Assignment Tool (LAT). Administrators can filter the Manage Assignments page for bulk user adds that were made from session rosters by selecting the Created with ILT - Roster filter from the Source drop-down. This allows administrators to view the details of the bulk user add.



Cornerstone Learn - Course Player Improvements (Android)With this enhancement, improvements have been made to the end user's online course launching experience. Users can expect a faster, smoother, and more reliable course launching experience. This enhancement includes backend enhancements and the following updates:

o Up to 2.4x faster online course launching speedo Up to 2.5x faster online course downloading speedo Broader offline support for downloaded online courseso Simplified course player architecture which will reduce bugs that previously arose from

the complexity of the existing playero Support for Table of Contents for SCORM 2004 courses

Available upon updating the Learn app in the Google Play Store.



Cornerstone Learn - Mobile QR Codes for ILT Session Attendance



Cornerstone Learn - Mobile QR Codes for ILT Session AttendanceWith the October ’20 Release, Learning QR code generation and scanning capabilities are available for the Learn app. Administrators can configure instructor-led training (ILT) sessions to support QR code functionality for easy session attendance tracking. Using QR codes for ILT session attendance streamlines attendance tracking for large sessions and reduces the administrative burden associated with manually managing attendance for large quantities of in-person ILT sessions.

Included in this enhancement:o Administrators can enable QR code functionality via ILT Preferences (available at the

start of UAT) - See ILT Preferences - QR Codes on page 14 for additional information.o Administrators can enable QR codes for specific sessions, both new and existing

(available at the start of UAT) - See Create a Session - Enable QR Codes on page 16 for additional information.

o Users, instructors, and administrators can access QR code functionality via the Learn app (NOT available at the start of UAT, targeted for Oct 9 patch), including the following three tabs:o Scan - This tab allows users to scan the QR code of a session part to mark

themselves as attendedo My QR Code - This tab allows users to present their unique QR code to

instructors, which the instructor can scan to mark the user as attended for a session part

o Instructor - This tab allows instructors and administrators to find session parts and scan users into the session part as attended

o Users can access their unique QR codes from My Account in the web version of the system (available at the start of UAT) - See Print QR Code on page 28 for additional information.

o Instructors and administrators can access QR codes for session parts via the Session Roster page (available at the start of UAT) - See Print QR Code on page 28 for additional information.

The mobile components of this enhancement are not available at the start of UAT, and are targeted for the Oct 9 patch.

Use CasesUse Case 1: Enablement of QR CodesMaya is a learning administrator at ACME, and she is responsible for setting up her organization's instructor-led training (ILT). Her organization uses the Learn app heavily and wants to leverage QR code functionality, so she enables QR codes in the portal via ILT Preferences. She also enables QR codes at the session level for each session that should have attendance tracked via QR code. With her configurations, users of the portal can



access their unique QR codes from the My Account page, and instructors can access the QR codes for their sessions from the Session Roster page.

Use Case 2: Learner Scan into Session via the Learn AppDJ is a new hire at ACME. He has recently downloaded the Learn app and plans to use it to scan himself into his New Hire Orientation session, which is a multi-part session that spans two days. Upon arriving at the session location, he sees a QR code printed out and posted to the door, containing information about the session and part he is walking into: Part 1: Company Culture. He logs into the Learn app and taps the Scan QR Code link. He is then able to scan the QR code posted on the door and he receives a success confirmation that his attendance was recorded. After the morning session ends, DJ goes to lunch. Upon returning, he sees a new QR code posted to the door: Part 2: IT Setup. He scans the QR code and receives confirmation that his attendance was recorded.

Use Case 3: Instructor Scans Attendees via the Learn AppNadir, an employee at ACME, is hosting a Development Day session. It is a two-part session about AWS basics. Knowing his colleagues use the Learn app, and not wanting to burden himself administratively with roster management, he decides to scan all of his registered attendees in via their QR codes from the Learn app. The morning of his session, he logs into the Learn app and taps on the Instructor tab to confirm that both of the session parts are displayed. As his first attendee walks in the room, he taps on the first session part, scans the attendee's QR Code, and receives a success confirmation. He repeats this process for the remainder of the attendees and teaches his session after all his attendees are scanned.

Use Case 4: Administrator Scans Attendees via the Learn AppOn the day of Nadir's Development Day session, Nadir was pulled into an emergency meeting and was unable to teach the second part of his AWS training. Luckily, his manager, Alex, was able to fill in for him as the instructor. Alex has permission to view sessions in the portal, so she has access to the Instructor tab in the Learn app. She logs in and searches for the AWS Basics session using its locator number, and is able to scan the registered attendees into the second session part and update their attendance.

ImplementationThis functionality is automatically available to both Android and iOS users of the Cornerstone Learn app. If the apps on a user's device are configured to auto-update, no action is required from the user in order to receive this functionality. If the apps on a user's device are not configured to auto-update, the user must download the latest version of the app from either the Apple store or the Google Play store.

QR code functionality is available in portals by default, but administrator configuration is required to begin using them:

1. QR codes can be enabled for sessions in the portal via ILT Preferences. See ILT Preferences - QR Codes on page 14 for additional information.



2. QR codes can then be enabled for individual session parts on the Details page of the session creation or edit process. See Create a Session - Enable QR Codes on page 16 for additional information.

The Scan QR Code setting will be added to the Cornerstone Learn app Settings page with the October 9 patch. With the release of this functionality during the October 9 patch, organizations can test QR codes in Stage during UAT, but must wait for the October ’20 Release deployment to use QR codes in Production and Pilot environments.


PERMISSION NAME


ILT Preferences - Manage

Grants ability to configure a variety of default settings that apply to new instructor led training events and sessions. This permission can be constrained by OU and User's OU. This is an administrator permission.


User - Edit My Account Preferences

Allow users to view and modify their preferences on the My Account screen. This permission cannot be constrained. This is an end user permission.

Core



Roster - View Grants view-only access to instructor led training session rosters. This permission works in conjunction with Events - View and Sessions - View permissions. This permission can be constrained by Instructor, ILT Provider, User's ILT Provider, and User as Instructor. This is an administrator permission.




ILT Preferences - QR CodesOn the ILT Preferences page, administrators can enable QR codes to be available for ILT attendance tracking during the session creation process. If QR codes have been enabled for a session, instructors can use them to sign users into the session, and users can also use them to sign themselves into a session.

To access ILT Preferences, go to: ADMIN > TOOLS > LEARNING > LEARNING PREFERENCES and click the ILT Preferences link.

Permissions

PERMISSION NAME


ILT Preferences - Manage

Grants ability to configure a variety of default settings that apply to new instructor led training events and sessions. This permission can be constrained by OU and User's OU. This is an administrator permission.


QR CodeTo make QR Code functionality available during the ILT session creation process, select the Enable QR Code feature to be visible during session creation option. Enabling this option allows administrators and instructors to generate a QR code for the session part,



which is then available on the Roster page and via email. Users can scan the QR code for a session using the Learn app.

Click the SAVE button at the bottom of the page to save and apply any changes made to ILT Preferences.



Create a Session - Enable QR CodesVia the web version of the Cornerstone portal, session creators can enable QR code attendance tracking and QR code activation time during the session creation process.

To configure QR code settings for a session, go to: ILT > MANAGE EVENTS & SESSIONS. Search for the event and in the Options column next to the event, click the View Sessions icon. To create a new session, click the Create New Session link. Navigate through the process to the Details step.

Permissions

PERMISSION NAME


Sessions - View Grants view-only access to instructor led training sessions, enabling the user to view all details/options that were selected when the session was created. This permission works in conjunction with the Events - View permission. This permission can be constrained by OU, User's OU, Instructor, Facility, Facilities Owned by User, ILT Provider, User's ILT Provider, User, User as Instructor, and User Self and Subordinates. This is an administrator permission.

Adding an OU constraint and a provider constraint to this permission results in an "AND" statement.




QR CodeIn the QR Code section of the Details step of the session creation process, the following QR code configuration options are available to the administrator:

o Enable QR Code - To enable QR code functionality for the session part, select the Yes option for the Enable QR Code field. If QR codes should not be activated for the session, leave the No option selected.

o Activation Time - Configure the activation time for QR codes generated for the session part. The activation can be a specified number of hours or minutes before or after the session part starts or begins. The QR code begins to be scannable at the defined activation time, either before or after a session part starts or ends. Example: Activation time is set to 2 hours before a session part starts. The session part begins at 10am. This means a user or instructor can scan QR codes beginning at 8am.

Email Tag for QR CodesWhen QR code functionality is available for a session, a new SCHEDULES.DETAILS email tag is available when configuring session emails. The SCHEDULES.DETAILS email tag can be used in the following email types:

o Session Changedo Session Start Date



o ILT Session Becomes Available



Learn App FeaturesWith this enhancement, a Scan QR Code link has been added to the Learn app Settings page. Tapping the Scan QR Code link allows up to three tabs to display to the learner, depending on the learner's permissions and the portal configuration. The three potentially available tabs include:

o Scano My QR Codeo Instructor

Access the Settings page by tapping the Settings icon at the bottom of the screen.

This functionality is not available at the start of UAT, and is targeted for the Oct 9 patch.



ScanThe Scan tab leverages a device's camera, allowing learners to scan a printed or digital display of an individual session part's QR code. Users will be asked permission for the Learn app to access their device's camera in order to scan QR codes. After a successful scan, learners receive a success confirmation and their attendance is recorded for that part. The instructor must submit the roster for the session in order for attended users to be marked complete.

o Note: A QR code scan is required for each session part the user is attending. For example, if the session includes four parts across two days, the user must be scanned into each of the four session parts they attend.

o Note: A user must be registered for a session in order to be scanned into a session successfully using a QR code. If the user is not registered for the session, an error will appear when they scan the QR code of the session.



Scan Tab - Android



Scan Tab - iOS

My QR CodeThe My QR Code tab displays a unique QR code belonging to the learner, the learner's first and last name, and the learner's profile photo. This QR code can be scanned by an instructor or administrator to capture attendance. Users who are scanned into the session via QR code are marked as attended, and the instructor must submit the roster for the session in order for the attended users to be marked complete.

iOS users can add their QR code to Apple Wallet (NOT available during UAT). Android users can save their QR code to their device's photos.

o Note: A QR code scan is required for each session part the user is attending. For example, if the session includes four parts across two days, the user must be scanned into each of the four session parts they attend.



o Note: A user must be registered for a session in order to be scanned into a session successfully using a QR code. If the user is not registered for the session, an error will appear when their QR code is scanned by the instructor.

o Note: The user can also access and print their QR code via the web version of the system, from the My Account page. See Print QR Code on page 28 for additional information.

My QR Code Tab - Android



My QR Code Tab - iOS

InstructorThe Instructor tab is only available to users with either the permission to view sessions or users in the Instructor security role. When a user taps the Instructor tab, the tab displays a list of session parts the user is conducting on that day, based on the user's device time and time zone. If an instructor has no sessions for the day, no session parts display on the Instructor tab until the instructor searches for a session by locator number. When the instructor or administrator taps a session part, a scanner opens, allowing them to scan the QR codes of the session part's registered attendees and capture their attendance.

The Instructor tab also contains a Search bar to search for session parts by session locator number. Instead of viewing the sessions they are conducting that day, they can search for the session parts specific to a session's locator number. Note: The Search bar respects any constraints applied to the user's permission to view ILT sessions.

Each session part displays with the following information:



o Event nameo Locator numbero Session part nameo Session part start date and time, with associated time zoneo Session part end date and time, with associated time zoneo Location

o Note: Instructors can also access and print the QR code for their session part via the web version of the system, on the Session Roster page. See Print QR Code on page 28 for additional information.

o Note: If a session and its parts are not configured as QR code-enabled, these session parts will display in the Learn app in a disabled state. Instructors and administrators will not be able to tap the part to mark attendance for non QR code-enabled sessions.



Instructor Tab - Android



Instructor Tab - iOS



Print QR CodeBoth individual users and administrators can print QR codes via the web version of their learning management system (LMS). Users can print their own unique QR code, which instructors can scan to track their session attendance. Administrators and instructors can print the QR code for individual session parts.

Permissions

PERMISSION NAME


User - Edit My Account Preferences

Allow users to view and modify their preferences on the My Account screen. This permission cannot be constrained. This is an end user permission.

Core



Roster - View Grants view-only access to instructor led training session rosters. This permission works in conjunction with Events - View and Sessions - View permissions. This permission can be constrained by Instructor, ILT Provider, User's ILT Provider, and User as Instructor. This is an administrator permission.


Print QR Code from My AccountEvery user can access a QR code specific to them via their My Account page. If needed, the user can print the QR code. To print the QR code from the My Account page:

1. Click the My Account link located either at the bottom of the portal's navigation menu or under the Gear icon in the upper-right corner of portal.

2. Click the Print QRCode link which displays under the QR code image on the right side of the My Account-Preferences page.



3. A printable version of the session's QR code downloads from the browser, allowing the user to open the download and print the QR code. The QR code displays with the user's name and position.

Print QR Code from RosterAdministrators and instructors with permission to access the roster for a session can print the QR code for the session via the Session Roster page. To print the QR code from the Roster:

1. Go to ILT > MANAGE EVENTS & SESSIONS. Search for an event, and next to the event in the search results, in the Options column, click the View Sessions icon. Next to the appropriate session, in the Options column, click the View Roster icon. Note: QR codes must be enabled via ILT Preferences and enabled for the specific session in order for administrators to print the QR code for a session.

2. Click the Print QR Code link, located in the Users section of the Session Roster page.



3. A printable version of the session's QR code downloads from the browser, allowing the administrator to open the download and print the QR code. The printable QR code displays with the following information:o Event nameo Locator numbero Session parto Dates of session parto LocationInstructors can display the printed or digital version of the session part QR code to users at the session part. Users attending the session part can scan the session part QR code using the Learn app to mark themselves as attended.





Cornerstone Learn - Launch AICC Courses in External Browser (iOS)



Cornerstone Learn - Launch AICC Courses in External Browser (iOS)For the legacy version of the mobile app, there was a Course Catalog setting specific to AICC courses which allowed administrators to configure AICC courses to launch in a mobile browser, as opposed to through the application course player. AICC courses often launch in multiple windows or pop-ups, and sometimes include redirects. The setting to allow AICC courses to launch in a mobile browser created a better user experience in the legacy app, but was not yet available for the redesigned Cornerstone Learn app.

With this enhancement, the iOS version of the Learn app can launch AICC courses in the device's external browser instead of via a single web view. In many cases, this external browser will be Safari or Chrome. This added flexibility allows the Learn app to seamlessly launch many more courses, which may open in multiple windows or tabs.

This feature is not available during UAT.

ConsiderationsThis feature is only available for the iOS version of the Cornerstone Learn app. The Android version of the Learn app already handles courses that launch in multiple windows.

ImplementationThis functionality is automatically available to iOS users of the Cornerstone Learn app. If the apps on a user's device are configured to auto-update, no action is required from the user in order to receive this functionality. If the apps on a user's device are not configured to auto-update, the user must download the latest version of the app from the Apple store.


PERMISSION NAME


Course Catalog - Update

Grants ability to manage and edit training items listed in the Course Catalog and also grants access to the Course Console, where training can also be managed and edited. This permission also grants access to the Popular Requests and Highest Rated widgets on the Learning Admin Console (in conjunction with the Learning Admin Console - View permission). This permission also allows administrators to reversion online courses via the Course Console page. This permission also allows administrators to access an Edit Training option for




training items included as objectives in Development plans.

This permission can be constrained by OU, User's OU, Training Type, Training Item, Provider, ILT Provider, User's ILT Provider, User, User Self and Subordinates, and User's LO Availability. This is an administrator permission.

Note: Adding an OU constraint and a provider constraint to this permission results in an "AND" statement.



Course Catalog - Mobile SettingsOn the Course Catalog - General page, administrators can configure online courses to launch via external browsers on users' mobile devices.

To access the Course Catalog, go to: ADMIN > TOOLS > LEARNING > CATALOG and click the Course Catalog link. Search for the online course you want to modify, then click the Edit link in the Actions drop-down next to the item.

Permissions

PERMISSION NAME



Grants ability to manage and edit training items listed in the Course Catalog and also grants access to the Course Console, where training can also be managed and edited. This permission also grants access to the Popular Requests and Highest Rated widgets on the Learning Admin Console (in conjunction with the Learning Admin Console - View permission). This permission also allows administrators to reversion online courses via the Course Console page. This permission also allows administrators to access an Edit Training option for training items included as objectives in Development plans.






MobileTo allow online courses to launch in an external browser on users' mobile devices when viewed via the Cornerstone Learn app, select the following options:

o Allow this training to be viewed via the Cornerstone Learn Appo If checked, the mobile course will launch on device's external browser

Selecting these options allows users of the iOS version of the Learn app to launch AICC courses in their device's external browser instead of via a single web view.

SaveAfter making modifications to the Mobile settings on the Course Catalog page, click the SAVE button at the bottom of the page to save and apply your changes to the training.



AICC Course Launch in External Browser - End User ExperienceIn order for a user of the iOS version of the Learn app to launch a course in an external browser on their device, the following requirements must be met:

o The online course must be an AICC courseo The course must be mobile-enabled via the Course Catalog or Course Console o The setting If checked, the mobile course will launch on device’s external browser

must be selected - See Course Catalog - Mobile Settings on page 35 for additional information.

Course Launch ExperienceIf the requirements for making an online course eligible to launch in an external browser on the user's device are met, the user's experience launching the course will be as follows:

1. After the user launches the course in the Learn app, the course opens in the device's default external browser.

2. In the upper left-hand corner of the browser window, a BACK button displays. If the user taps the Back button, they will return to the Learn app.

3. Course progress is incrementally tracked by the app while the user is viewing the course in an external browser.

4. After completing the course and returning to the Learn app, the user's course completion is updated and reflected on their transcript.

Note: This functionality is only available for the iOS version of the Learn app.



Cornerstone Learn - Offline Materials



Cornerstone Learn - Offline Materials - OverviewPrior to this enhancement, Cornerstone Learn app users were only able to download online courses for offline consumption.

With this enhancement, users of the Learn app can also download mobile-enabled materials that have been configured for offline use. These downloaded material training items can then be launched offline and consumed, and users can mark them complete once the internet connection is restored.

The Allow Download for Offline Consumption field is available for materials via the Course Catalog.

The following file types can be made available for download and offline consumption:

o doco docxo gif.o jpego jpgo pdfo ppso ppsxo ppto pptxo xlso xlsx

ExclusionsThe following exclusions apply to this functionality:

o Materials uploaded with a source that is a YouTube URL are not available for download, as this violates YouTube's Terms of Service.

o Materials uploaded with a source that is a URL that requires the user to authenticate before accessing, such as an Excel document hosted on OneDrive or GoogleDrive, are not available for download.

o Materials uploaded with a source that is a .zip file are not available for download.o Materials uploaded with no source are not available for download.o If a user attempts to download a material that was uploaded with an unsupported file

type, they will receive the error message, "Unsupported Content Type: File type not supported for download."



ImplementationAn administrator must first ensure offline content is enabled via Offline Preferences and then select the Available Offline option for materials via the Course Catalog in order for training items to be downloadable in the app. This enhancement is available for both the iOS and the Android versions of the Cornerstone Learn app. This enhancement does NOT apply to the legacy Cornerstone Mobile app.


PERMISSION NAME







Offline Content Grants ability to download and complete training items offline via a mobile device or the new Offline Player. This permission cannot be constrained. This is an end user permission.

Mobile



Cornerstone Learn - Materials - Allow DownloadAfter an administrator has configured Offline Preferences so that offline learning is enabled, an administrator also needs to make sure the specific materials are mobile-enabled and available offline using the Course Catalog.

To access the Course Catalog, go to ADMIN > TOOLS > LEARNING > CATALOG MANAGEMENT > COURSE CATALOG. Search for the training item you want to make available offline, click the Actions drop-down, and click the Edit option.

Permissions

PERMISSION NAME









Allow Download for Offline ConsumptionIn order for the material to be available in the Learn app, the Mobile option must be selected on the General page of the Course Catalog.

To make the training available to download and complete offline via the Cornerstone Learn app, check the Allow Download for Offline Consumption checkbox, which is located on the General page of the Course Catalog.

After making changes, click the SAVE button at the bottom of the page. Users will be allowed to download this training item from the Cornerstone Learn app and complete it without an internet connection.



Cornerstone Learn - Download MaterialsIf offline content has been enabled in the portal and a training item has been made available offline, users of the Cornerstone Learn app can download the training and then complete it without needing access to an internet connection, as long as they have the Offline Content permission. Note: The material MUST be in a Registered status on the user's transcript in order for the Download option to be available.

Permissions

PERMISSION NAME


Offline Content Grants ability to download and complete training items offline via a mobile device or the new Offline Player. This permission cannot be constrained. This is an end user permission.

Mobile

DownloadTraining that is available for download via the Cornerstone Learn app can be downloaded either from any of the following locations, provided the material is already on the user's transcript in a Registered status:

o Transcripto Training Detailso From within a playlisto From within a curriculumo From within a training carousel accessed from anywhere in the appo Learner Home

Download from Training Details PageTo download a training item from its Training Details page, tap the DOWNLOAD button that displays in the options menu accessible from the upper-right of the page. Once the material has finished downloading, a confirmation displays under the training status in the Training Details. All downloaded courses also display in the Downloads page, which can be accessed through the main navigation of the Learn app. The next time an internet connection is available, the user can mark the material complete from their transcript.



Download from Transcript PageTo download a training item from the Transcript page, tap the DOWNLOAD icon that displays next to the training item. Once the material has finished downloading, a confirmation checkmark displays. Once the course has been downloaded, it displays on the user's transcript and on the Downloads page, which can be accessed through the main navigation of the Learn app. The user can then launch the material, even when no internet connection is available. The next time an internet connection is available, the user can mark the material complete.



ErrorsIf a material does not download successfully, a red error icon displays next to the training. The user can tap the error icon to see an alert describing the error. The user can then either retry the download or cancel their download. If the error persists, there may be an issue with the material and the user should contact their learning administrator.



Download Materials FAQPlease see the following helpful questions and answers related to this functionality:

Q: Can a user mark a material complete while offline?A: No, a user must first regain connectivity. Once they log into the Learn app with an internet connection, they will have access to the Mark Complete action for the material.

Q: What completion date will be reflected for materials launched offline?A: The date and time that the user taps the Mark Complete action after logging into the Learn app with an internet connection will be reflected as the material's completion date.

Q: Can I configure materials to be mobile enabled and available for download during the material creation process?A: No, these settings must be enabled after the material is created via the Course Catalog.



Cornerstone Learn - Picture in Picture Support (Android)With this enhancement, Android users can initiate Picture In Picture (PIP) when viewing video training items by tapping the HOME button on their Android device. All Android device types support PIP functionality. All Learn App functionality is disabled while PIP is active. After exiting PIP mode, all app functionality is re-enabled.

ConsiderationsThe following considerations apply to this feature:

o PIP is supported for Android version 7 and aboveo The following file types are supported for Picture in

Picture: .mpg, .mpeg, .wmv, .flv, .m4v, .mp4.

ExclusionsThe following exclusions apply to this feature:

o Videos with a YouTube URL source are not supportedo Online courses are not supported; this feature is only enabled for video LOs.



Picture in Picture



Cornerstone Learn - Training Push Notifications



Cornerstone Learn - Training Push NotificationsWith this enhancement, five training push notifications have been enabled for both the Android and iOS versions of the Cornerstone Learn app, along with deeplinking capabilities which take the user to the relevant application area upon tapping the notification banner. The following push notifications are included in this enhancement:

o Training is Assignedo Training is Dueo Training is Approvedo Training is Deniedo Training is Requested (Note: This push notification is sent to the training approver for

training that has been requested and requires approval.)

These notifications were available for the legacy Cornerstone Mobile app but were not yet available for the new Cornerstone Learn app.

ConsiderationsThe following considerations apply to this functionality:

o Android users will be opted into push notifications by default. This is an Android device standard.

o iOS users will be prompted to opt in to receive push notifications from the Learn App after their initial app login following the May release.o If users do not opt-in, they will not receive push notifications and they will not be

prompted to opt-in again. These users can, however, navigate to their iOS device settings and enable notifications from there.

ImplementationThis functionality is automatically available to both Android and iOS users of the Cornerstone Learn app. If the apps on a user's device are configured to auto-update, no action is required from the user in order to receive this functionality. If the apps on a user's device are not configured to auto-update, the user must download the latest version of the app from either the Apple store or the Google Play store.



Training NotificationsThe following training push notifications are available for both the Android and iOS versions of the Cornerstone Learn app:

NOTIFICATION TYPE

CORRESPONDING SYSTEM EVENT

BANNER MESSAGE

RECIPIENT REDIRECT WHEN

TAPPED

Training is Approved

Approver/Manager approves a training request

Training request for [Training Title] has been approved.

End User Training Details

Training is Assigned

Manager assigns training directly to her direct/indirect subordinate

[Training Title] has been assigned to you.


Training is Denied

Approver/Manager denies a training request

Training request for [Training Title] has been denied.


Training Has Due Date

Manager assigns training directly to her direct/indirect subordinate with a due date

[Training Title] was assigned with a due date.


Training is Requested

User requests a training that requires approval

[Training Title] requires your approval.

Approver Approvals List

In order for a user to receive any of the above push notifications, the corresponding email triggers need to be active and configured to include the recipient in the Email Availability settings. These triggers include:

o Assign Trainingo Training Request Deniedo Training is Due (if multiple Training is Due emails are configured for a training, a user

will receive all such notifications on the corresponding days)o Approve Training Requesto Request Training

For more information about configuring email triggers via Email Administration: See Email - Create.



ConsiderationsThe following considerations apply to push notifications for the Cornerstone Learn app:

o iOS users will be prompted to opt in to receive push notifications from the Learn App upon installing the latest version of the application and logging in.

o While there is no setting to disable push notifications in the Learn app, notifications can be disabled from your device settings at any time via the Notifications section of the Settings page.

o Push notifications are disabled for multi-user devices. If more than one user shares a device, push notifications are not sent.

o If enabled, push notifications appear on the home screen of the user's device, even when they are not logged in to the app.

o All training notifications display regardless of whether the training is mobile-enabled.o Push notifications expire and are automatically removed after one year from the date of

receipt.o If users have viewed the Training Details page of a training item for which they received

a push notification, they will be navigated to the Training Details page for the training when they tap the notification. If the user has NOT viewed the Training Details page of the item, they will be navigated to the Transcript page when they tap the notification. This is due to application cache, and this behavior will be modified in a future patch so that end users will always be navigated to the Training Details page after tapping a training push notification.

o If user is logged in to the app when they tap a push notification, they are navigated to the relevant application area, such as the Transcript, Training Details page, or Approvals list, as specified in the table above.

o If a user is not logged in to the app when they tap a push notification, they will be redirected to the login page and prompted to log in. After logging in, user will be directed to the application area, as specified in the table above.

o Push notifications can be disabled for an entire portal via a backend setting. Please contact GPS to request this.

Exclusionso Training assigned via the Learning Assignment Tool will not trigger Training Assigned or

Training is Due push notifications to the end user. Training assigned via the Learning Assignment Tool is processed through a separate queue.

o Training is Due Push Notifications will only be sent when a training item is assigned directly from a manager, with a due date associated.



Curriculum Versioning Enhancements Auto-Upgrade



Curriculum Versioning Enhancements Auto-upgraded with the October '20 ReleaseWith the February 2020 release, numerous curriculum versioning enhancements were made available via self-activation in Production portals.

With the October 2020 release, all portals that have not manually activated these curriculum versioning enhancements will be auto-upgraded. It is strongly recommended that your organization test these enhancements in Stage prior to manual activation or the auto-upgrade in October 2020.

The following enhancements were made to improve the curriculum versioning workflow:

o New auditing capabilitieso A new Structure History page accessible from the Course Console for curricula

captures versioning and structural updateso A new Structure History page accessible from the transcript displays user-specific

curriculum updateso Due date recalculation logic - Due dates are only recalculated for curriculum child

training items that are versioned or added to the curriculum structure (this logic is applied when the Due X Days After Most Recent Assignment Date option is selected for the child training in the curriculum structure

o Expired appended training enhancement - Expired appended materials are hidden from the curriculum structure instead of remaining unactionable

o If a newer version of child training exists, the user will be upgraded to the new version instead of retaining the progress from a prior version, regardless of the child training item's sequence.

ImplementationThis functionality is auto-enabled in Stage. Pilot and Production will be opt-in using Learning Feature Activation Preferences until the October '20 release, at which point all portals will be auto-upgraded to the enhanced curriculum versioning features. Administrators should test this functionality in Stage before the functionality is enabled in Production.


PERMISSION NAME



Grants ability to manage and edit training items listed in the Course Catalog and also grants access to the Course Console, where training can also be




managed and edited. This permission also grants access to the Popular Requests and Highest Rated widgets on the Learning Admin Console (in conjunction with the Learning Admin Console - View permission). This permission also allows administrators to reversion online courses via the Course Console page. This permission also allows administrators to access an Edit Training option for training items included as objectives in Development plans.



Course Catalog - View

Grants access to view the learning objects in the course catalog and enables administrators to view the Course Console and the Popular Requests and Highest Rated widgets on the Learning Admin Console (in conjunction with the Learning Admin Console - View permission). This permission can be constrained by OU, User's OU, Training Type, Training Item, Provider, ILT Provider, User's ILT Provider, and User's LO Availability. This is an administrator permission.



View Transcript Item Grants ability to view details of learning objects that appear on the transcript (training record), by clicking on the name of the learning object. Users must also have the Bio About - View permission in order to access the transcript within Universal Profile. This permission can be constrained by OU, User's OU, User Self and Subordinates, User, or User's Self. This is an end user permission.




Feature ActivationUp until the October 2020 release, administrators can manually activate the functionality in Production portals via the Learning Feature Activation Preferences page. It is recommended that your organization thoroughly test this functionality prior to the auto-upgrade with the October 2020 release. With the October 2020 release, all portals will have this functionality automatically activated.

To access Learning Feature Activation Preferences, go to: ADMIN > TOOLS > LEARNING > LEARNING PREFERENCES and click the Feature Activation Preferences link.

Permissions

PERMISSION NAME


Learning Features Self Activation

Grants access to the Feature Activation Preferences page, where an administrator can activate new features associated with Learning, Connect and Extended Enterprise.


Activate Curriculum Compliance FunctionalityIn order for the curriculum compliance features in this enhancement to be available in Production portals, an administrator must activate them. To activate this functionality in your portal:

1. Click the ACTIVATE button in the Curriculum Compliance section. A warning message appears, asking if you are certain you want to activate this functionality in the portal.

2. Click the ACTIVATE button to complete the activation of curriculum compliance features in the portal. Once activated, this functionality cannot be deactivated. To exit without activating this functionality, click the CANCEL button.

3. Log out of the portal and log in again to receive the permissions associated with the new functionality and begin using the new curriculum compliance.

After the feature has been activated, the orange header for the section turns green to indicate the activation was successful. The ACTIVATE button is no longer available once the feature has been activated.



Structure Modification History PageA new Structure Modification History page is accessible from both the Course Console page and the Transcript Details page for curricula. The Structure Modification History page captures an audit trail of changes made to the curriculum's structure.

Important: This change impacts new and existing curricula, but for the existing curricula, the Structure Modification History page is only available if the curriculum has been reversioned after the Feb 7 2020 release. Note: The Structure History page will populate audits for curriculum structure changes made post-activation. Historical audits made prior to activation will not display.

Permissions

PERMISSION NAME








Grants access to view the learning objects in the course catalog and enables administrators to view the Course Console and the Popular Requests and Highest Rated widgets on the Learning Admin Console (in conjunction with the Learning Admin




Console - View permission). This permission can be constrained by OU, User's OU, Training Type, Training Item, Provider, ILT Provider, User's ILT Provider, and User's LO Availability. This is an administrator permission.




Structure History from Course ConsoleTo access the Structure History from the curriculum's Course Console page, the administrator must have permission to access Course Console. To view the Structure History page, click the Options drop-down at the top of the Course Console page and click the Structure History link.

Structure History from Transcript DetailsTo access the Structure History from the Transcript Details page for a curriculum, the user must have permission to view transcript items. To view the Structure History page from the



Transcript Details page, click the Structure History link located next to the curriculum version number.

Structure Modification History PageThe following features are available on the Structure Modification History page:

o Search Bar - Type the name of a training item included in the curriculum into the search bar to search for modification records related to that item.

o Export - Click the EXPORT button to export the information from the Structure Modification History page in PDF format.

o Table of modifications - The following information displays for each structure modification item in the table:o Curriculum Versiono Training Titleo Training Versiono Training Object IDo Course Codeo Effective Date (i.e. the date when a version becomes active or effective. For

training types that do not version, the Effective Date will be the date the training was created)

o Date of Changeo Changed Byo Change Description



Child Training Due Date RecalculationPrior to this enhancement, when a child training item within a curriculum was versioned, and the Due X Days After Most Recent Assignment Date option was selected for child training within that curriculum structure, ALL child training due dates in the curriculum were recalculated using the versioning date as the most recent assignment date. This due date recalculation behavior also applied when a training item was added to a curriculum structure, causing the curriculum to be versioned.

With this enhancement, when a child training item within a curriculum is versioned, and the Due X Days After Most Recent Assignment Date option is chosen for child training within that curriculum structure, only the versioned training item's due date is recalculated using the versioning date as the most recent assignment date. All other training items that have not been versioned will retain their due date.

This due date recalculation protocol also applies to when a child training item is added to a curriculum structure, causing the curriculum to be versioned. Only the added training item will receive a relative due date that uses the versioning date as the most recent assignment date. Child training that was already inside the curriculum and not modified will retain its due date.



Expired Appended TrainingPrior to this enhancement, if a material inside a curriculum was versioned with append, both the previous version and the new version displayed in the curriculum structure. When the effective date of the new version started, the previous material version expired and was not actionable, yet it remained in the curriculum.

With this enhancement, if a material inside a curriculum is versioned with append, the previous version is hidden from the curriculum once expired, and is no longer visible on the user's transcript page by default. There is an option on both the Curriculum Player page and Training Details page to expose the expired training when needed. The expiration of the previous material version is captured on the Structure History page for curricula, which is accessible from the Course Console and the Training Details page for the curriculum. See Structure History Page.

An option to expose and hide expired training in a curriculum is available on both the Training Details page and on the Curriculum Player page for the curriculum.



Upgrade Child LOsPrior to this enhancement, when versioning a curriculum with the Maintain Progress option, child training items with a sequence of 1 within the curriculum structure were upgraded to new versions (if available) when the parent curriculum was versioned. Child training items that were in sequence 2 or greater were auto-completed with the previous version upon activation if the previous version was completed.

With this enhancement, if a newer version of child training exists, the user will be upgraded to the new version instead of retaining the progress from a prior version, regardless of the child training item's sequence. When the option to maintain progress when versioning a curriculum is selected, users maintain completions for child training items that do not have a newer version available. Child training items that have newer versions will be upgraded when they are assigned the new curriculum version.

Example1. Sue has Curriculum V1 on her Completed transcript.2. Curriculum V1 contains both Material A V1 (sequence 1) in a Completed status and

Material B V1 (sequence 2) in a Completed status.3. Material A V1 is versioned to Material A V2, but Sue does not receive the upgraded

version because the Completed status was not selected by the administrator during versioning.

4. Material B V1 is versioned to Material B V2, but Sue does not receive the upgraded version because the Completed status was not selected by the administrator during versioning.

5. Curriculum is now V3 because two child training items within the curriculum were versioned.

6. The administrator adds Online Course V1 (sequence 3) to the curriculum, and Curriculum V3 is versioned to V4 because of this addition. The versioning options selected include: All Versions, All Statuses, and Maintain Progress.

7. Sue receives Curriculum V4 with Material A V2 in a Registered status, with Material B V2 in a Pending Prior Training status, and Online Course V1 in a Pending Prior Training status.

8. With this enhancement, once Sue completes Material A V2, Material B V2 is in Registered status.

Considerationso If the administrator selected that Material A V2 requires retraining (from Material A V1),

the user will receive the new version because it requires retraining. Thus, the user will be in a Registered status for Material A V2.

o If Material A V2 is set as equivalent to Material A V1, then once the user is upgraded to V2, they will auto-complete to a Completed Equivalent status.



Deprecation of Browse for Training with the April 2021 ReleaseCornerstone offers two learning discovery experiences: Learner Home and Browse for Training. Browse for Training is Cornerstone’s legacy learning discovery experience. To provide a more modern and intuitive learning discovery experience for all users, the legacy Browse for Training page will be deprecated with the April ’21 Release.

With the October ’20 Release, Cornerstone is ending support for Browse for Training and support for defects related to Browse for Training will stop at this time.

With the April ’21 Release, the deprecation of Browse for Training will be complete, and Browse for Training will no longer be accessible in all portal. Organizations are encouraged to adopt the machine learning-powered Learner Home and Learning Search pages as soon as possible.

Deprecation Schedule1. October '20 Release - Support for Browse for Training is ended. Defects related to

Browse for Training will no longer be addressed.2. October '20 - April '21 - Any organizations still using Browse for Training are

encouraged to test and migrate to Learner Home and Learning Search in preparation for the Browse for Training deprecation in April '21. Please see the following resources for more information about Learner Home and Learning Search:o Learner Home and Learning Search Starter Guide o Get Started Checklist for Learner Home and Learning Search o Adoption Kit for Learner Home and Learning Search

3. April '21 Release - Browse for Training is fully deprecated and no longer available in portals.

Deprecation GuideClick here for the Browse for Training Deprecation Guide.

Feature Parity ConsiderationsSome features offered through Browse for Training do not have direct equivalents to Learner Home or Learning Search. See below for information about exclusions:

PricingPricing information was available for training on the Browse for Training page, but pricing information is not available for training on Learner Home or Learning Search. However, pricing information can be viewed for any training item via the Learning Details page for the item. To access the Learning Details page for a training item, click the item's title from the Learner Home or Learning Search page.


https://clients.csod.com/ui/lms-learning-details/app/material/d998a2dd-30e9-4623-9360-f59cf9be375e

https://clients.csod.com/ui/lms-learner-playlist/PlaylistDetails?playlistId=60b5a9ff-a4ea-4226-99a1-87663f57c9c3

https://clients.csod.com/ui/lms-learning-details/app/material/2fc98174-34dd-4b13-9d0f-a15d0ce5f880

https://clients.csod.com/ui/lms-learning-details/app/material/70b6326e-1213-433a-ba9c-cf46cca4dcc5


Note: Pricing is NOT scheduled to be added to the Learner Home and Learning Search pages.

Subject HierarchyIt was possible for users to browse their system's subject hierarchy on the Browse for Training page. On the Learner Home page, users can browse the system's available subjects and add subjects they are interested in via the Your Subjects section , allowing them to easily browse training associated with their chosen subjects.

Sort ByThe Browse for Training page includes a Sort By menu which allows users to sort training items by title, most recent, popularity, and more. The Learner Home page and Learning Search page do not currently offer this functionality. However, sorting functionality is planned as a future enhancement for Learning Search.

LocationThe Browse for Training page includes a Location filter, which allows users to filter events and sessions by location. This used filter is not available via Learner Home or Learning Search.

Note: The Location filter is NOT scheduled to be added to the Learner Home and Learning Search pages, due to lack of use of this feature.

Date RangeThe Browse for Training page includes a Date Range filter, which allows users to filter events and sessions by a selected date range. This filter is not available via Learner Home or Learning Search.

Note: The Date Range filter is rarely utilized, but is under consideration as a possible future enhancement to Learning Search.



Deprecation of Learning Loads for Data Load Wizard (DLW) with the October '21 ReleaseAbility to perform learning data loads using Data Load Wizard will be deprecated with and end-of-life in the October '21 Release. End-of-support will occur in 2021, and support for defects related to the DLW learning loads will stop at this time. DLW is a legacy data load tool which was built on older technology, is accessed using an older user interface (UI), and experiences slow performance and limited load type support.

Edge Import addresses these issues with a modern UI and an intuitive workflow that can support a greater number of concurrent loads, while providing administrators with a delightful user experience.

Existing organizations that are ready to migrate to Edge Import can enable it in the Edge Marketplace and review the migration and starter guides to help them through the migration steps. All organizations are required to complete their migrations before the October '21 Release which will be the end-of-life date for DLW learning data loads.



Deprecation of Legacy Learning Details Page with the February '21 ReleaseIn 2019, a redesigned Learning Details page was made available as an Early Adopter project, and has continued to evolve toward feature parity with the legacy version of the Learning Details page. With the February 2021 release, the legacy version of the Learning Details page, previously referred to as "Training Details" or "LO Details," will be deprecated for training types which are supported by the redesigned Learning Details page, including:

o Curriculao External Contento Materialso Online Courseso Testso Videoso Events & Sessions

During the October 2020 release, administrators can still opt out of using the new page in their learning portals and continue to use the legacy page, but with the February 2021 release, this option will be removed and all portals will be automatically upgraded to the new Learning Details page for all supported training types. Portals using a customized version of the legacy Learning Details page will be impacted by this enhancement, but the redesigned Learning Details page can be customized in the same way.

For more information about the new Learning Details page: See Learning Details Page (Early Adopter).

ConsiderationsThe legacy Learning Details page will no longer be supported or enhanced for the training types supported by the new Learning Details page.

The legacy Learning Details page will continue to be supported for the following training types:

o Certificationso Cohortso Programso Postings



Deprecation of Proxy Enrollment API with the February '21 ReleaseCornerstone’s legacy Proxy Enrollment API, available as part of Cornerstone API, is scheduled for deprecation. It is being replaced by the new Learning Assignment API. The Proxy Enrollment API end-of-life is targeted to occur with the Feb 2021 Release.

End-of-life means the Proxy Enrollment API will be taken down as of the Feb ’21 Release. Clients, partners, and vendors must modify their code for existing integrations that use Cornerstone's Proxy Enrollment API (/services/api/ProxyEnroll/CreateProxyEnrollment and /services/api/ProxyEnroll/ProxyEnrollmentStatus). The code should be updated to use the new Learning Assignment API instead and this should be done prior to the Feb ’21 Release.

Between now and Feb '21, Cornerstone may still address defects reported with the Proxy Enrollment API, but no enhancements will be made to the API. Clients and partners using the Proxy Enrollment API are encouraged to update their code to move to the new Learning Assignment API as early as possible, but no later than Feb '21. Calls to the Proxy Enrollment API will begin to fail starting with the Feb '21 release. If you are building new integrations that require training to be assigned to users via an API, it is necessary to use the new Learning Assignment API.

The documentation for the Proxy Enrollment API will be removed from under the Foundational APIs tile in the API Explorer with the release of the new Learning Assignment API.



Deep Links EnhancementsPrior to this enhancement, the Register User and Launch Training deep link and the Launch Training deep link needed to be regenerated each time the training was versioned. This behavior resulted in additional administrator burden and could be confusing for users who clicked the wrong deep link.

With this enhancement, deep links for the Register User and Launch Training action and the Launch Training action stay the same even when the training is versioned. When the learner clicks a deep link, they will be navigated to the most recent version of the training unless they already have any version of the training on their transcript. In this case, learners will be taken to the version of training that is on their transcript. Deep links for the following training types are impacted by this enhancement:

o Materialso Online Courseso Testso Curricula

For more information about the Register User and Launch Training deep link and the Launch Training deep link: See Using the Register User and Launch Training Deep Link.

Behavior ExamplesSee the table below for expected deep link behavior for both deep links, depending on what version of training is on the user's transcript. This table applies when a deep link is created with an old version of an LO ID and the training is versioned. Version 1 represents any older version, and Version 2 represents the newest version, regardless of version number:

TRAINING VERSION ON TRANSCRIPT

REGISTER USER AND LAUNCH

DEEP LINK

LAUNCH TRAINING DEEP LINK

No versions on transcript Version 2 will launch

Learning Details of Version 2 will open

Version 2 on transcript Version 2 will launch

Version 2 will launch

Version 1 on transcript Version 1 will launch

Learning Details of Version 1 will open



ConsiderationsThis enhancement does not affect the LAUNCH.TRAINING email tag. The functionality of this email tag remains unchanged.

ImplementationThis functionality is automatically available in all portals using the Learning module. No action is required from administrators, and administrators can use the same deep link with an old LO ID to link learners to the most recent training, even when the training item for the deep link is versioned.



IE7 and IE8 Compatibility Modes Deprecation with the Feb '21 Release and JQuery Upgrade for Course Launching



IE7 and IE8 Compatibility Modes Deprecation with the Feb '21 Release and JQuery Upgrade for Course LaunchingDuring the August '20 Release, Cornerstone upgraded jQuery from v1.7 to v3.4.1 to enhance security and resolve known vulnerabilities. As part of this enhancement, Compatibility Mode for IE7 and IE8 is being deprecated.

o With the October 2020 release, jQuery will be automatically upgraded to v3.4.1 in Stage and Pilot portals. Options for IE7 and IE8 will be removed.

o With the February 2021 release, jQuery will be automatically upgraded to v3.4.1 in Production portals. The functionality will be deprecated completely, meaning that courses with IE7 and IE8 Compatibility Mode will be migrated to a “None" value.

After the upgrade has been activated:

o The jQuery version will be upgraded to v3.4.1 for course launchingo IE7 and IE8 options for the Compatibility Mode field in the Course Catalog and on the

Content Launching Preferences page will be removedo Courses that are associated with IE7 or IE8 compatibility mode are migrated to

compatibility mode value of "None"o Compatibility mode for new courses will be set to "None" by default

Assessing Your ImpactFor information about assessing the impact of this upgrade on your system, see: Potential Impact AssessmentFor additional help, please see the following resources:

o Knowledge Article - IE7 & IE8 Compatibility Mode Deprecation: jQuery Upgrade for Course Launching

o Deprecation Guide - IE7 & IE8 Compatibility Mode Deprecation: jQuery Upgrade for Course Launching

Use CaseIesha is a Learning administrator who is responsible for managing content for her organization. To ensure the company's portal is utilizing the latest security protection, Iesha wants to upgrade the jQuery library for course launching. Upgrading the jQuery library from v1.7 to v3.4.1 ensures the portal is not subject to a known security hazard. Iesha also wants to test courses that are using legacy jQuery library and to assess what will be the impact of the company's course catalog so he could contact his content provider for issues that may pop up due to the upgrade and the deprecation of Compatibility Mode.

ConsiderationsWhat courses may be impacted by the jQuery upgrade to v3.4.1?


https://clients.csod.com/ui/lms-learning-details/app/material/8e65c47d-cd60-4033-b71c-6638536302e3

https://clients.csod.com/ui/lms-learning-details/app/material/8e65c47d-cd60-4033-b71c-6638536302e3

https://csod-external.force.com/supportcentral/s/article/IE7-IE8-Compatibility-Mode-Deprecation-jQuery-Upgrade-for-Course-Launching

https://csod-external.force.com/supportcentral/s/article/IE7-IE8-Compatibility-Mode-Deprecation-jQuery-Upgrade-for-Course-Launching


o Courses with IE7 or IE8 Compatibilityo Courses with an empty value, only if the default Content Launching preference is set to

IE7 or IE8 compatibility mode

ImplementationThe Activate jQuery v3.4.1 for Course Launching option is automatically available on the Learning Feature Activation Preferences page in all portals using the Learning module. See Feature Activation Preferences - Upgrade jQuery.

PermissionsThe following existing permission applies to this functionality:

PERMISSION NAME







Feature Activation Preferences - Upgrade jQueryAdministrators can upgrade jQuery to v3.4.1 for course launching via the Learning Feature Activation Preferences page.

To access Learning Feature Activation Preferences, go to: ADMIN > TOOLS > LEARNING > LEARNING PREFERENCES and click the Feature Activation Preferences link.

Permissions

PERMISSION NAME





Activate jQuery v3.4.1 for Course LaunchingTo upgrade jQuery to v3.4.1 for course launching, click the ACTIVATE button in the Activate jQuery v3.4.1 for Course Launching section. After the activation is complete, the section header turns green and the ACTIVATE button is no longer available.

After jQuery v3.4.1 has been activated in the portal, IE7 and IE8 are no longer listed as Compatibility Mode options via the Course Catalog or Content Launching Preferences.





Course Browser Compatibility Field Added to Reporting 2.0A new Course Browser Compatibility field has been added to Reporting 2.0. See the following table for more information about this field:

FIELD NAME REPORT SECTION

FIELD DESCRIPTION FIELD TYPE

Course Browser Compatibility

Training > Training Details

This field displays the Compatibility Mode setting associated with an online course. Possible values include:

o IE7 Compatibilityo IE8 Compatibilityo IE9 Compatibilityo IE 10 Compatibilityo Noneo Default (this means the Course

Compatibility setting was never configured for the course)

Text

Note: This field is not available for Custom Reports.



IE7 and IE8 Compatibility - FAQPlease see the list of commonly asked questions and answers below:

Q: The default compatibility mode in my portal is different than IE7 and IE8. Will my portal be impacted? A: All courses that are defined with IE7 or IE8 compatibility may be impacted. Courses that have an empty value on the report (i.e. no compatibility was defined for the course) are not impacted if the default is not IE7 or IE8 compatibility.

Q: Does the self-enablement affect other modules in my Learning suite? A: No, it only affects content launching in Compatibility Mode.

Q: Can I rollback to the state before activating the upgrade via Feature Activation Preferences? A: No, once the feature is activated, the activation cannot be reversed.

Q: What should I do if I need to upgrade my course? A: Please work directly with your content provider, course developer, or a third-party to upgrade your courses and additional support.

Q: What should I do if I notice functionality issues with Cornerstone-provided courses? A: If you have purchased courses directly from Cornerstone, please contact Global Product Support. Follow these case creation guidelines when opening a case: GPS Case Creation Guidelines


https://csod-external.force.com/supportcentral/s/article/GPS-Case-Creation-Guidelines-Online-Class-Course-Create

https://csod-external.force.com/supportcentral/s/article/GPS-Case-Creation-Guidelines-Online-Class-Course-Create


Learning Assessments (Open Beta) Enhancements



Learning Assessments (Open Beta) Enhancements - OverviewLearning Assessments are a reimagining of the legacy Test Engine experience. The first phase of this multi-release project was introduced with the February ’20 Release and focused on the administrator experience, with emphasis on assessment creation and assessment preview. The August ’20 Release added additional functionality to the open beta, in Stage environments only, by focusing on the end user experience and a simple version of the Attempts Review Page.

With an upcoming October '20 release patch, the expansion of the Learning Assessments open beta continues with the addition of the following features:

o An assessment publishing workflowo Assignment of assessments via the Learning Assignment Tool (LAT)o Transcript support for assessments

Learning Assessment functionality is currently only available in Stage portals.

These new features will be made available in a post-release patch.

ExclusionsBecause the Learning Assessments project remains in an open beta status, this functionality continues to only be available in Stage portals, and the following features included in the legacy Test Engine experience are NOT currently supported for Learning Assessments:

o Dynamic assignmento Inclusion of assessments in curriculao Using assessments as pre-work or post-worko Transcript actions beyond launching and reviewingo Versioningo Localizationo Images within assessmentso Essay question typeo Essay grading and the grader workflowo Subject associationo Question categorieso Question banko Migration toolso Bulk upload toolso Bulk actions



The above list is not a fully comprehensive list of exclusions. Any feature not listed as available for assessments is not currently supported.

ImplementationLearning Assessments functionality is in an open beta status, and is only available in Stage portals. Learning Assessments are automatically available in Stage portals with the Test Engine enabled, to administrators with permission to manage the Test Engine. Note: Learning Assessments functionality and Test Engine functionality can currently both be active in the portal at the same time.

For more information about earlier phases of this beta project, released in February and August, please see the below documentation:

o Learning Assessments Beta (Phase 1) Overview - See Learning Assessments - Admin Experience (Open Beta) - Overview.

o Assessments Home - See Assessments Home.o Create Assessments - See Create Assessments.o End User Experience of Assessments - See Assessments - End User Experience -

Overview.


PERMISSION NAME


Assignment Tool - Standard

Grants ability to create Standard (one-time) Learning Assignments to directly assign training to users. This permission can be constrained by OU, Provider, Training Item, Training Type, User, User Self and Subordinates, and User's OU. If this permission is constrained by Location, Provider, Training Type, or Training Item, then they can only assign training within the constraints. If this permission is constrained by OU, User, User Self and Subordinates, or User's OU, then they can only assign to and view assignments created by users within the constraints. This is an administrator permission.



Grants ability to manage and edit training items listed in the Course Catalog and also grants access to the Course Console, where training can also be




managed and edited. This permission also grants access to the Popular Requests and Highest Rated widgets on the Learning Admin Console (in conjunction with the Learning Admin Console - View permission). This permission also allows administrators to reversion online courses via the Course Console page. This permission also allows administrators to access an Edit Training option for training items included as objectives in Development plans.







Test Engine - Manage

Grants ability to create and edit/manage tests via the Test Engine. This permission can be constrained by OU, User’s OU, User, User’s Self, and User’s Subordinates. This is an administrator permission.


View Transcript Item Grants ability to view details of learning objects that appear on the transcript (training record), by clicking on the name of the learning object. Users must also have the Bio About - View permission in order to access the transcript within Universal Profile. This




permission can be constrained by OU, User's OU, User Self and Subordinates, User, or User's Self. This is an end user permission.



Learning Assessments (Open Beta) Enhancements - Publishing WorkflowWith this enhancement, administrators with permission to manage tests are able to publish learning assignments. Publishing an assessment adds the assessment to the Course Catalog, where metadata can be configured for it. A published assignment is treated as a learning object (LO) within the system, and can be assigned, added to users' transcripts, and launched.

To access the Assessments Home page, go to: ADMIN > TOOLS > LEARNING > CATALOG MANAGEMENT and click the Learning Assessments BETA link.

Permissions

PERMISSION NAME


Test Engine - Manage

Grants ability to create and edit/manage tests via the Test Engine. This permission can be constrained by OU, User’s OU, User, User’s Self, and User’s Subordinates. This is an administrator permission.


Publish AssessmentAn assessment can be published from the Assessments Home page and also during the assessment creation process. To publish an assessment from the Assessments Home page:

1. Click the Options menu to the right of the assessment you want to publish.



2. Click the Publish option within the menu. This opens an Edit view of the assessment.3. If needed, you can make edits to the draft assessment. When the assessment is ready

to publish, click the PUBLISH button in the upper-right corner of the page. Note: The PUBLISH button is also available when creating a new assessment, allowing you to create and publish an assessment during the same workflow. You can also publish a draft of any assessment from the Assessment Builder or Assessment Details page.



4. A confirmation pop-up appears, allowing you to either confirm the publish action or cancel the publish action and return to the Edit view of the assessment. Click the YES, publish button to publish the assessment. Click the NO, cancel button to return to the edit view of the assessment. Note: If there are no questions contained in the assessment draft, you will receive an error and will not be able to publish it until you add at least one question.

5. After the assessment has been published, you are navigated to the Assessments Home page, where the newly published assessment displays in the Assessments table in a Published status. For published assessments, the Launch option becomes available in the table, allowing you to launch the assessment and view it from the end user perspective.

Important: Once an assessment is published, the assessment is locked and can no longer be edited by administrators. This is because versioning is not yet supported by Learning Assessment functionality.



o Published assessments become available in the Course Catalog and Course Console, where administrators can configure metadata for them. See Learning Assessments (Open Beta) Enhancements - Course Console Access on page 86 for additional information.

o Published assessments also become available to select in the Learning Assignment Tool (LAT), allowing assessments to be assigned to users via standard assignment. See Learning Assessments (Open Beta) Enhancements - Learning Assignment Tool on page 88 for additional information.



Learning Assessments (Open Beta) Enhancements - Course Console AccessAfter a learning assessment has been published, it becomes available as a learning object (LO) in Course Console, where administrators can configure metadata for it.

To access the Course Console, go to ADMIN > TOOLS > LEARNING > CATALOG MANAGEMENT > COURSE CATALOG and then search for a specific LO using the Search the Catalog field. After you have found the LO for which you want to view the Course Console, click on the LO's title. This navigates you to the Course Console page for that LO. Note: Assessments are not currently editable through Course Catalog. Edits to metadata can only be made on the Course Console page for the assessment.

Permissions

PERMISSION NAME








Grants access to view the learning objects in the course catalog and enables administrators to view the Course Console and the Popular Requests and




Highest Rated widgets on the Learning Admin Console (in conjunction with the Learning Admin Console - View permission). This permission can be constrained by OU, User's OU, Training Type, Training Item, Provider, ILT Provider, User's ILT Provider, and User's LO Availability. This is an administrator permission.


When searching for training in the Course Catalog, Assessment is available as a training type filter. This allows administrators to filter Course Catalog results by assessments only.

Any changes made to an assessment's Title or Description fields will update the title and description in the Assessments application.

ConsiderationsOnly the following metadata fields may be edited for assessments via the Course Console:

o Titleo Descriptiono Keywordso Active/Inactiveo Training Hourso Credits

All other fields will be read-only and are not editable.



Learning Assessments (Open Beta) Enhancements - Learning Assignment ToolWith this enhancement, published learning assessments can be assigned to users' transcripts via the Learning Assignment Tool (LAT).

To create a new learning assignment, go to ADMIN > TOOLS > LEARNING and click the Assignment Tool link. From the Manage Learning Assignments page, click the CREATE ASSIGNMENT button.

Permissions

PERMISSION NAME


Assignment Tool - Standard

Grants ability to create Standard (one-time) Learning Assignments to directly assign training to users. This permission can be constrained by OU, Provider, Training Item, Training Type, User, User Self and Subordinates, and User's OU. If this permission is constrained by Location, Provider, Training Type, or Training Item, then they can only assign training within the constraints. If this permission is constrained by OU, User, User Self and Subordinates, or User's OU, then they can only assign to and view assignments created by users within the constraints. This is an administrator permission.




Assign AssessmentTo assign an assessment to users' transcripts, simply select the assessment learning object (LO) as the assignment training during the Setup step of the standard assignment creation process. When searching for training to assign, the assignment creator can filter by the Assessment training type, if needed. Configure the rest of the standard learning assignment as desired. When the assignment is submitted, the users selected for the assignment will receive the selected assessment on their transcripts.

For more information about creating a learning assignment: See Create Learning Assignment - Overview.

Considerationso Only standard learning assignments can currently be used to assign assessments to

users' transcripts. Dynamic assignments are not yet supported.

ExclusionsThe following exclusions apply to the LAT when being used to assign an assessment:



o The administrator can only configure the assignment as Assigned, Approved, and Registered (all other options are disabled)

o Due date options cannot be seto Email options cannot be configuredo The administrator cannot set a new occurrence for the assignmento The assignment cannot be configured as recurring

Note: These exclusions apply to all training types if multiple training items are included with an assessment in a single assignment. For example, if the assignment contains a curriculum, a material, and an assessment, the LAT limitations for assessments will be applied to the curriculum and material as well during the assignment creation process.



Learning Assessments (Open Beta) Enhancements - User TranscriptWith this enhancement, if an administrator has assigned an assessment to a user via the Learning Assignment Tool (LAT), the assessment is added to the user's transcript. The user can then launch or review the assessment.

To access your transcript, go to: LEARNING > VIEW MY TRANSCRIPT. Note: The View My Transcript link may appear with a different name in the navigation menu, depending on your organization's configurations.

Permissions

PERMISSION NAME




Transcript Statuses for AssessmentsSee the table below for the transcript statuses available for assessments:

TRANSCRIPT STATUS

AVAILABLE ACTIONS

DESCRIPTION

Registered/Not Started

o Launch In this status, the user has been assigned the assessment but has not yet launched the assessment. Clicking the Launch option will launch the assessment and navigate the user to the assessment player, where they can complete the assessment.

In Progress o Launch In this status, the user has started the assessment but has not yet completed it. Clicking the Launch option will launch the assessment again and navigate the user to the assessment player, where they can complete the incomplete assessment.

Failed o Retake The user receives this status if they have submitted the assessment and did not receive a passing score. If



TRANSCRIPT STATUS

AVAILABLE ACTIONS

DESCRIPTION

o Review the user has attempts remaining for the assessment, the Retake option is available. The user can click the Retake option to launch a new instance of the assessment. They will be navigated to the assessment player, where they can complete their new assessment attempt.

If the user does not have any attempts remaining for the assessment, the Review option is available. Clicking the Review option allows the user to review the results of their last assessment attempt. See Assessment Review.

Completed o Review The user receives this status if they have submitted the assessment and received a passing score. This status may also display if the user completed the assessment and the assessment was configured to not be a scored assessment.

The user can click the Review option to review the results of their completed assessment attempt.

Completed assessments are automatically moved to the Completed page of the transcript. See Assessment Review.

Considerationso Any transcript statuses not included in the table above are NOT currently supported by

assessment LOs.o The option to remove an assessment is only available to administrators via the user's

transcript. Removal options for assessment LOs are not currently supported by the LAT or any other method. If an assessment is removed, the assessment is moved to the Removed page of the transcript.

o If an assessment is archived by the user, it is moved to the Archived page of the transcript.



Learning Details Redesign Enhancements



Learning Details Redesign Enhancements - OverviewIn 2019, a redesigned Learning Details page was released as an Early Adopter enhancement. As of the August 2020 release, the Learning Details page was removed from Early Adopter status and became generally available. All portals were auto-upgraded to the redesigned Learning Details page, though administrators can still disable the page manually for supported training types.

With the October 2020 release, the following enhancements have been made to the redesigned Learning Details page:

o Ability to Control Data Display (made available with the Sept 11 patch) - See Learning Details Redesign - Ability to Control Data Display on page 97 for additional information.

o Price Visible Preference Moved to Learning Details Preferences - See Price Visible Preference Moved to Learning Details Preferences on page 101 for additional information.

o Primary Actions for Training with Recurrence - See Learning Details Redesign - Primary Actions for Training with Recurrence on page 104 for additional information.

o Badge Display - See Learning Details Redesign - Badges on page 106 for additional information.

ConsiderationsThe redesigned Learning Details page is available for the following training types:

o Curriculao Events and Sessionso External Contento Materialso Online Contento Online Courseso Testso Videos

The following training types are NOT currently scheduled to be updated to the new Learning Details page design:

o Certificationo Cohorto Formso Librarieso Observation Checklistso Postingo Quick Courses



Exclusions and ConsiderationsThe following Learning Details exclusions apply to ALL supported training types:

o Anonymous Browsing is not yet supported. This means that any configured self-registration workflows will continue to direct to the legacy Learning Details page

o No training types can be added to a Training Plan via the Learning Details pageo The ability to edit or delete ratings and reviews is not supported on the Learning Details

page

The following Learning Details exclusions apply to VIDEO training items only:

o Video preview functionality is not supported

The following Learning Details exclusions apply to CURRICULUM training items only:

o Child training description, price, and transcript status are not supported on the Learning Details page

o Display of sections, beyond one level of nesting, are not supported.

The following Learning Details considerations apply to EVENTS and SESSIONS only:

o Session Details - Sessions no longer have a dedicated Details page. Session details are now found in the Session flyout when the View Details link is clicked for a session

o Sessions Display - The Upcoming Sessions list for an event now displays all sessions available to the user. The ability to view sessions that are not available to the user is not supported.

o The price of a session displays on the Session flyout, but event pricing does not display on the Learning Details page.

o Session custom fields and resources are not supported on the Learning Details page.o Roster access for learners is not supported on the Learning Details page. This can be

accessed instead via Transcript Details.o Map view is not supported on the Learning Details page.o View Full Calendar link - This link, which is available for the legacy Event Details page,

is NOT available when viewing the new Learning Details page for an evento Add to Waitlist - Users are no longer prompted with a pop-up to confirm whether they

want to be added to the waitlist. Instead, they can access a Add to Waitlist link, which if clicked, immediately places them on the waitlist and redirects them to their transcript page

ImplementationIn August 2020, the new Learning Details page was enabled by default for all training types supported by the Learning Details Redesign. Administrators can manually disable the Learning Details page for individual training types until February 2020, via the Page Enablement Preferences section on the Learning Details Preferences page. With the February 2021 release, administrators will no longer be able to disable the Learning Details



page in any capacity, and all portals will be automatically upgraded to the new Learning Details page for all supported training types. Portals using a customized version of the legacy Learning Details page will be impacted by this enhancement, but the redesigned Learning Details page can be customized in the same way.

o For information about disabling the Learning Details page in your portal: See Learning Details Preferences.


PERMISSION NAME


Learning Details Preferences

Grants ability to manage Learning Details preferences via the Learning Details Preferences page. This is an administrator permission.






Learning Details Redesign - Ability to Control Data DisplayThe Learning Details Preferences page allows administrators to configure preferences for the redesigned Learning Details page. With this enhancement, in addition to determining which training types the Learning Details page is available for, administrators can also customize the types of metadata that display to users on the Learning Details page.

To configure Learning Details Preferences, go to: ADMIN > TOOLS > LEARNING > LEARNING PREFERENCES and click the Learning Details Preferences link. These preferences are set by division, so choose a division for which to configure preferences. Visibility of metadata is configured on the new Page Display tab of the Learning Details Preferences page.

This functionality was made available in Stage portals on July 15th and was made available in Production portals with the Sept 11 patch.

Permissions

PERMISSION NAME



Grants ability to manage Learning Details preferences.




Page DisplayThe Page Display tab of the Learning Details Preferences page includes the following sections:

Learning Object Metadata VisibilityIn the Learning Object Metadata Visibility section, administrators can specify which metadata displays on the Learning Details page for training items in their system. To enable or disable a metadata type, toggle the switch next to the metadata type to the On position. To disable a metadata type, toggle the switch to the Off position. The following metadata types can be enabled and disabled from this page:

o Available Languageso Creditso Is Mobileo Last Updated Date



o Pointso Price and Training Unitso Providero Recommended Trainingo Resourceso Subjectso Training Custom Fieldso Training Equivalencieso Training Typeo Version Number

Page Section VisibilityIn the Page Section Visibility section, administrators can enable and disable the Related Learning section on the Learning Details page. The Related Learning carousel, powered by machine learning, displays at the bottom of the Learning Details page, providing users with quick access to training related to the training item for which they are currently viewing the Learning Details page.

To enable the Related Learning section, toggle the switch to the On position. To disable the Related Learning section, toggle the switch to the Off position.

Overwrite SettingsChoose whether to overwrite custom settings for child division OUs. If you choose to overwrite custom settings for child division OUs, the selected settings are applied to both new and existing child OUs. Any previously customized child OUs are updated with the selected settings.

If this option is unselected, then only the child OUs that do not have customized settings will be updated, as well as any OUs that are added in the future.

A child OU that has not been customized always inherits from the parent, regardless of whether this option is selected.

An OU is considered customized if its preferences or settings have been changed.

SaveTo save any changes you have made to the Learning Details Preferences page, click the SAVE CHANGES button at the top of the page. To leave the page without saving any changes, you can click the CANCEL button.

Page EnablementThe Page Enablement tab allows administrators to determine which supported training types will direct users to the Learning Details page. Click the View Learning Details Enablement Preferences link on the Page Enablement tab.



Training TypesIn the Training Types section of the Learning Details Enablement Preferences page, the administrator can determine which available training types should direct users to the redesigned Learning Details page.

To enable or disable the Learning Details page for a training type, toggle the switch next to the training type to the On (green) or Off (gray) position. When a user attempts to view the details of a training type for which the Learning Details page has been enabled, the user will be directed to the redesigned Learning Details page.



Price Visible Preference Moved to Learning Details PreferencesWith this enhancement, the Price and Training Units visibility setting has been moved from the Content Requesting Preferences page to the Learning Details Preferences page. This setting still controls price visibility on both the legacy and redesigned Learning Details pages. In addition, an Only Display when Value is Greater than Zero sub-option is available, allowing administrators to determine whether a price displays for training items with no cost.

To configure Learning Details Preferences, go to: ADMIN > TOOLS > LEARNING > LEARNING PREFERENCES and click the Learning Details Preferences link. These preferences are set by division, so choose a division for which to configure preferences.

This functionality was made available in Stage portals on July 15th and was made available in Production portals with the Sept 11 patch.

Permissions

PERMISSION NAME







Price and Training UnitsTo allow prices and training unit prices to display for training items on the Learning Details page (both the legacy and new version), toggle the Price and Training Units switch in the Learning Object Metadata Visibility section of the Page Display tab to the On position. When the Price and Training Units option is enabled, a sub-option becomes available:



o Toggle the Only Display when Value is Greater than Zero switch to the On position if you only want prices to display for training on the Learning Details page if the price is greater than zero. If this option is not enabled, a price of 0 will display for training items with no cost. Note: This setting does not apply to pricing display on the Browse for Training and Global Search pages.

Note: Both these options are enabled by default, meaning that by default, prices will display for all training items with a price of more than zero.

To save any changes made to the Learning Details Preferences page, click the SAVE CHANGES button.

For more information about Learning Details Preferences: See Learning Details Preferences.



Learning Details Redesign - Primary Actions for Training with RecurrenceIf a training item has recurrence enabled, users can request a training item they have already completed to receive a second assignment and completion date.

Prior to this enhancement, learners would see Launch as the primary action in this scenario, which opened the existing assignment from their transcript instead of requesting a new assignment of the training. The Request option was available within the Options drop-down menu for the training in this case, but users often selected the primary Launch option erroneously, thinking they were requesting a new assignment of a training item they had already completed.

With this enhancement, if a user has already completed a training item that allows recurrence, Request displays as the primary action for that training item on the Learning details page, allowing the user to request the training again to receive a second assignment of the item and complete it again. The Launch option will continue to be available for completed training in the Options drop-down menu.

Request New Instance of Completed TrainingWhen a user has completed a training item that allows recurrence, they can request it again and complete a new instance of it by selecting the Request option available for the training on the Learning Details page.



Selecting the Request option opens a pop-up window which alerts the user that they are about to begin a new assignment of the training item. The user must confirm this action by clicking the REQUEST button in the pop-up, in order to complete the request for a new instance of the training. The pop-up also informs the user that if they only want to review the training they have already completed, they can do so by selecting the Launch option from the Options drop-down on the Learning Details page instead.



Learning Details Redesign - BadgesWith this enhancement, any training items that have a badge configured will display the badge in the action card located above the primary action on the Learning Details page.

For more information about configuring badges in the system:

o See Badge & Point Preferences.o See Badge & Point Preferences - Badges.

Considerationso Only one badge can be configured per training item.o Badge display is enabled by default on the Learning Details page for all training items

with a badge configuredo Points are not included in badge display.



Microsoft Teams vILT Integration by TamahrisBoost your Cornerstone solution with Microsoft Teams vILT integration. This integration, built and supported by Tamahris, allows seamless integration between the Cornerstone Learning platform and Microsoft Teams to create and manage sessions, launch sessions, and manage session rosters. Information is available in the Edge Marketplace.

ConsiderationsThis Microsoft Teams integration is for the vILT workflow. It is NOT for the Learning in the Flow of Work (LITFOW) workflow.

This integration is entirely built, maintained, and serviced by Tamahris. It can be implemented rapidly and without any intervention from Cornerstone.

Tamahris continuous support includes service monitoring, evolution of the solution, and day-to-day support. Tamahris will set up a dedicated mailbox, to which each client can submit support requests.

ImplementationTo get started with the Microsoft Teams vILT solution, click the GET STARTED button for the integration tile in the Edge Marketplace. To access the Edge Marketplace, go to: ADMIN > TOOLS > EDGE and click the Marketplace link.

After you complete and submit the form, the Tamahris team will contact you to set up a short intake call to discuss the details of the integration. For the rest of the setup, Tamahris can:

o Guide you through the Azure configurationo Deploy the solution in the Cloud environment managed by Tamahriso Take care of the configuration of the MS Teams integration in Cornerstone or guide you

through ito Assist you during the roll-out of the solution

Click here to access the Tamahris web page for this integration: Microsoft Teams vILT Integration

FAQ

Q: How long does it take to set up the Microsoft Teams vILT solution?A: Once the agreement is signed, the setup of the solution can be completed in less than a day.


https://www.tamahris.com/vilt-teams-connector

https://www.tamahris.com/vilt-teams-connector


Q: Do I need to do anything within the Cornerstone portal as part of this integration setup?A: No, the solution uses the standard Cornerstone vILT connector, which is available free of charge from the Cornerstone Edge Marketplace. Tamahris will perform the enablement and configuration of the connector for you.

Q: What happens to the data that is processed by the solution?A: The data (session and participant data) is stored for a limited time in a highly secure dedicated cloud storage environment. The default data retention period is 30 days, which means that 30 days after the session end date, the data is automatically deleted. Once the roster in Cornerstone is updated, the updated information remains available in Cornerstone even if the data is deleted from this solution. The retention period for the solution is configurable per client. In addition, personal data (PII) is encrypted before being stored.

Q: Where is the data stored?A: By default, data (session and participant data) is stored in the West Europe (Netherlands) Azure region and processed in the North Europe region. The data is guaranteed to never leave the EU.

Q: What is the implementation cost?A: Please click the GET STARTED button on the integration tile in the Edge Marketplace, and a Tamahris representative will contact you with a quote. There is no additional cost for the implementation of this solution. All costs are covered by the recurring yearly Tamahris usage fee.

Q: Can I try the integration?A: Yes! Please click on the GET STARTED button and a Tamahris representative will set up test accounts for you to test the solution. The integration will be deployed in your own Pilot portal so you can further test it and prepare the rollout for the rest of your organization.



Price Visible Preference Moved to Learning Details Preferences



Price Visible Preference Moved to Learning Details PreferencesWith this enhancement, the Price and Training Units visibility setting has been moved from the Content Requesting Preferences page to the new Page Display section of the Learning Details Preferences page. This setting still controls price visibility on both the legacy and redesigned Learning Details pages. In addition, an Only Display when Value is Greater than Zero sub-option is available, allowing administrators to determine whether a price displays for training items with no cost.

This functionality was made available in Stage portals on July 15th and is available in Production portals with the Sept 11 patch.

ImplementationThis enhancement is automatically applied to all portals using the Learning module. The Price and Training Units option and the Only Display when Value is Greater than Zero option are both enabled by default.

PermissionsThe following existing permission applies to this functionality:

PERMISSION NAME



Grants ability to manage Learning Details preferences via the Learning Details Preferences page. This is an administrator permission.




Learning Details Preferences - Price and Training UnitsThe relocated Price and Training Units setting is now available in the Page Display tab of the Learning Details Preferences page.

To configure Learning Details Preferences, go to: ADMIN > TOOLS > LEARNING > LEARNING PREFERENCES and click the Learning Details Preferences link. These preferences are set by division, so choose a division for which to configure preferences.

Permissions

PERMISSION NAME







Price and Training UnitsTo allow prices and training unit prices to display for training items on the Learning Details page (both the legacy and new version), toggle the Price and Training Units switch in the Learning Object Metadata Visibility section of the Page Display tab to the On position. When the Price and Training Units option is enabled, a sub-option becomes available:

o Toggle the Only Display when Value is Greater than Zero switch to the On position if you only want prices to display for training on the Learning Details page if the price is greater than zero. If this option is not enabled, a price of 0 will display for training items with no cost. Note: This setting does not apply to pricing display on the Browse for Training page.

Note: Both these options are enabled by default, meaning that by default, prices will display for all training items with a price of more than zero.

To save any changes made to the Learning Details Preferences page, click the SAVE CHANGES button.

For more information about Learning Details Preferences: See Learning Details Preferences.



Provider Field Disabled for Subscription Content



Provider Field Disabled for Subscription ContentCornerstone's Content Delivery Connectors enable seamless integration between content providers and Cornerstone's Learning platform. Using the Content Delivery Connectors, courses are automatically streamlined to the Course Catalog.

In February 2020, Cornerstone upgraded Content Anytime to utilize Content Delivery Connectors with automated synchronization technology. Coursera for Business, edX for Business, Percipio by Skillsoft, and several other providers use the Content Delivery connectors with Content Anytime. In the Course Catalog, each content integration is represented by a subscription, which is a collection of courses that are bundled for a specific provider or mutual content purpose. Content Anytime (CCA) consists of several subscriptions, including Content Anytime Essentials, Content Anytime Digital Transformation, and more.

Prior to this enhancement, administrators with access to the Course Catalog or Course Console could modify the Provider field for all CCA subscription content, as well as for subscription integration content. However, manually updating the Provider field for subscriptions content can negatively impact reporting and create misleading data.

With this enhancement, the Provider field in the Course Catalog and Course Console has been disabled for subscription content and can no longer be edited by administrators. Disabling the Provider field for subscription content prevents future misalignment between subscription providers and subscription courses.

Click here to access a detailed guide to help assess your organization's impact and prepare for the changes!

ImplementationThe Provider field is automatically disabled for subscription content courses and playlists in all portals using a content subscription.


PERMISSION NAME



Grants ability to manage and edit training items listed in the Course Catalog and also grants access to the Course Console, where training can also be managed and edited. This permission also grants access to the Popular Requests and Highest Rated widgets on the Learning Admin Console (in conjunction with the Learning Admin Console - View permission). This permission also allows



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administrators to reversion online courses via the Course Console page. This permission also allows administrators to access an Edit Training option for training items included as objectives in Development plans.









Provider Disabled - Course Catalog and Course ConsoleThe Provider functionality is disabled on both the Course Catalog and Course Console pages for subscription content.

Permissions

PERMISSION NAME









Adding an OU constraint and a provider constraint to




this permission results in an "AND" statement.

Course Catalog - ProviderTo access the Course Catalog, go to ADMIN > TOOLS > LEARNING > CATALOG MANAGEMENT > COURSE CATALOG and then search for a specific course or playlist using the Search the Catalog field. After you have found the content for which you want to view the Course Catalog, click the Options drop-down and then click the Edit link.

On the Course Catalog - General page for subscription content, the Select icon will not be available for the Provider field and the administrator cannot select a different provider. The Delete icon will also not be available, and the administrator cannot delete the existing subscription content provider.

Course Console - Provider To access the Course Console, go to ADMIN > TOOLS > LEARNING > CATALOG MANAGEMENT > COURSE CATALOG and then search for a specific course or playlist using the Search the Catalog field. After you have found the content for which you want to view the Course Console, click on its title. This navigates you to the Course Console page for that content.



In the Details section of the Course Console page for subscription content, the Provider field is read-only and cannot be edited.



vILT Connector Enhancements (Early Adopter)A Virtual Instructor-Led Training (vILT) connector is available, allowing organizations and partners using Cornerstone to build integrations with the virtual meeting provider of their choosing. This connector allows seamless integration with Cornerstone Learning portals, connects end users to virtual meeting sessions, allows attendance tracking, and provides scheduling tools for instructors.

With the Oct '20 release, the following enhancements have been made to the vILT connector:

o Support for canceling sessions and multi-part sessions through the vILT connector (sessions canceled via the Learning Management System (LMS) are automatically canceled in the vILT connector as well)

o Support for creating multi-part sessions through the vILT connector (when creating multi-part sessions in the LMS, a separate meeting is created for each part of the session in the vILT connector)

For more information about enabling and using the vILT connector:

o vILT Connector Overview - See Virtual Instructor-Led Training (vILT) Connector (Early Adopter).

o Enable vILT Connector - See Enable vILT Integration.

For information about creating ILT sessions:

o See ILT Session - Create/Edit.

ImplementationThis functionality is automatically available for the vILT connector. To enable an integration created using the vILT connector, navigate to the Edge Marketplace.


PERMISSION NAME


Edge Integrations - Manage

Grants access to the Integrations service for Edge Integrate where the administrator can configure, enable, and disable their third-party integrations that are used within the Cornerstone system. This permission cannot be constrained. This is an administrator permission.

Edge



Sessions - Cancel Grants ability to cancel instructor led training sessions. This permission works in conjunction with Events - View and Sessions - View permissions. This is an administrator permission.


Sessions - Create Grants ability to create new instructor led training sessions. This permission works in conjunction with Events - View and Sessions - View permissions. Administrators can only create sessions for events for which they have the availability to view. When adding users to a session in which the session roster is full, this permission grants the ability to increase the session's available seats. This permission can be constrained by OU, User's OU, Instructor, User as Instructor, Facility, Facilities Owned by User, ILT Provider, User's ILT Provider, User, and User Self and Subordinates. This is an administrator permission.

Note: The "Restrict to User as Instructor" constraint is available, but it does not actually constrain the permission.



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