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Requirements - Student
Home Page > My Record > Requirements
The Requirements section is where Students (Employees) can go to see what training requirements are outstanding and need to be completed. Depending, from this area in the system, students can request enrollment into a class or request an opt-out from a training requirement. Typically the requirements seen here are company-wide, position-related and/or needed to keep up certifications or other credentials. Security permissions for this section of the Student Home Page is determined in the Security > Home Page setup.
What is displayed in this section?
How do I register or launch a class?
How do I request an opt-out for a requirement?
What else do I need to know about requirements?
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TheInstruction bar at the top of the page is collapsible. This message is used to help understand what actions can happen from this section of the system or any other messages that need to be displayed. If you understand the instructions/messages and do not wish to see them anymore, you can collapse this section, freeing up some space on the page.
The columns of information displayed on the Requirements section is to help you know a little more about your outstanding requirements. The requirements are displayed in order of Date Needed. If the Date Needed column is BLANK, the requirement is listed at the top. Otherwise, the requirements that are coming due soon or have past the Date Needed are listed at the top with the requirements that are due in the future listed at the bottom.
| Column Name |
What the Information Is |
Actions Available |
| Name |
This is the name of the outstanding requirement. |
The column is sortable and by clicking on the Name link you can sort by ascending/descending order. |
| Description |
If there is an overall description of the requirement/course, the information is displayed here. |
This column contains an icon. When you hover over the item, a pop-up box appears with the following information - Course Name, Course Type, & Description. |
| Attachments |
If there are attachments to consider with the requirement/course, the information is displayed here. |
This column contains an icon. When you hover over the item, a pop-up box appears with a list of attachment names. Each one is a hyperlink to that document. |
| Date Needed |
This date is the date the requirement is needed to be complete. |
The column is sortable and by clicking on the Date Needed link you can sort by ascending/descending order. The requirements listed in this table, are initially sorted by this column such that date needed closest to today's date or in the past of today's date are listed first. |
| Opt Out |
Should this option be available to the student, the Opt-Out hyperlink allows the student to request an opt-out from this requirement. |
This column contains the hyperlink that takes you to the opt-out form request upon clicking it. See the Opt-Out Request section of this page to see more about this feature. |
| Action/Status |
Depending on the kind of requirement, different information is displayed here. |
This column contains hyperlinks and displayed words depending on the kind of requirement.
- No classes Available - this message displays when the student has a requirement but there is not an option to Search for a class.
- Search - this hyperlink displays when a class is available to Register or Launch.
- Enrolled - this message displays when the student is enrolled in a class.
- 4.0 /10.0 - this read-only hyperlink is reserved only for On-The-Job Training (OJT) requirements. The first number indicates the number of hours completed and the second number is the total number of hours needed to complete the requirement.
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When the Search hyperlink is available to in the Action/Status column, click the Search link, to display all available classes for that requirement. This view is a filter view of the Search Classes section of the Home Page and it is filtered to the requirement. If the Search Classes section is an option in the left-hand menu bar, this section displays all available classes without a connection to the requirements needed for the student.
If the class is in an on-demand training (ODT) format, a Launch link is available. Click Launch when you are ready to watch the training webinar, PowerPoint, etc... Whereas if the class is a scheduled instructor-led class with a date and time, a Register is available. Typically these non-ODT format class require approval.
With non-ODT classes, if the are prerequisites to taking the class, you will not be able to Register. Instead, a message displays with the required prerequisites needed. Additionally, if the class is full when you try to register, a message displays indicating you have been waitlisted.
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If this option is available in the Requirements section via Home Page Security Permissions, you can click the Opt-Out hyperlink to request an opt-out of the training requirement. Typically, this is done when the requirement has been completed via another avenue or a similar class. You can ask for an opt-out while providing the supporting documentation. If this option is available here but the organization does consider these kinds of requests, continue to use the existing system in place for opting out of a training requirement.
Upon clicking the Opt-Out link the following form, or one similar to it, becomes available.
The instructions at the top of the page are defined by your organization and typically includes the policy and procedures for this kind of request. The 'Read-Only' information in the middle of the page (Course, Priority, Based On, Date Needed, Job Requirement) is used to be verify that this is right requirement to request the opt-out for and displays the information as it is entered in the Requirement section.
The long text box in the middle of the page is where the student indicates the rationale for this request and the Search button allows you to attach supporting documentation with this request. To add more than one document, click the 'Add' button to add more.
When the request form is filled out appropriately click the Save Changes icon (Floppy Disk) at the top of the page. This not only saves the request with your file, it sends out an email to the appropriate approvers for requirement opt-out requests. After the request is completed, you can see the Pending Approval link instead of the Opt-Out link in the Opt-Out Column.
- If the request is Denied, the requirement remains in the Requirement section for you to complete and the hyperlink reads Denied for you to see the details.
- If the request is Approved, the requirement is removed from the Requirement section and added to the History section indicating you have received credit for this requirement. The hyperlink reads Approved for the student to see the details.
- If the requirement has a renewal setup with it such that it needs to be taken every year for example, and the request was Approved, the new requirement is listed in the Requirement section and moved to the bottom to show the next time the requirement is needed.
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This section creates reminder messages in the Messages section for you and your manager located in the left-hand menu bar of the Home Page. The messages number (##) will increase to indicate a new messages.
Additionally, if the Alerts feature setup upcoming requirements coming due, automated reminder emails might be sent out to you, your manager and/or training administrator.
See also
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