Members can receive credits for external training
Record external training activities in LearnUpon. Set up self-awarding credits, or require admin approval.
This option is part of the Associations feature. See Associations and membership types: overview and setup for background.
Availability: all customers on request. Contact the support team to add it to your portal.
Set up self-awarding credits
- From main navigation go to Settings > Associations Settings > Self Awarding.
- Turn on Enable Self Awarding.
- By default LearnUpon turns on Self-award records require approval? when you enable self-awarding credits.
- If you require admin approval, in Approving Users, enter names of admins in who can review external training
- If you do not require admin approval, turn it off
- Optional settings:
- Enter custom labels for 'External Training' panel label and 'Add External Credits' button label, to use names that your learners know and recognize. See Labels for external training, in detail
- Set Score is required so that learners must enter a score for their external activities. When turned on, admins who are approving credits for learners cannot override it
- Set Expiry date is required so that learners must enter an expiry date for their external training activities. When turned on, admins who are approving credits for learners cannot override it
- For Create a list of default events/items: enter training activities which learners can count towards learning credits. The comma-separated list appears in a dropdown menu, when learners add external credits to their training history
- Save to finish.
The following screenshot shows the Self awarding page, with sample entries for labels, and sample events as self-awarded training.
Labels for external training, in detail
When your organization uses specific professional development training programs or names, you can change the labels to refer to those programs so they are easy for your learners to find and recognize on their dashboards.
You can set these labels separately for each portal.
Note: these labels are not translated automatically. If your learners use multiple languages, choose a label that is familiar to your learners across languages.
In the previous screenshot, the external training labels changed to Professional development and Add CPD.
Learners viewing the My learning page see Professional development as a learning type, and Add CPD as an action.
Report external training
Admins can run a report on an individual learner's external training, using LearnUpon's reports function. From main navigation go to Reports > + Create report > External trainings.
See Reports: overview and setup for an introduction to reporting.
The following screenshot shows External trainings as a Basic reports type.
See:
- Announcing transition from legacy reports to new and improved Progress Report
- Associations: the learner view of credits and external training records
- Portal dashboard settings