External Training Templates

Document created by 2760903 Support on Jan 27, 2015Last modified by 2261986 on Sep 8, 2018
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External Training Templates

The External Training Templates section is located under the Learning tab > Modules > External Training Templates

 

What are External Training Templates?

External training occurs outside of the Relias Platform, but can be recorded within the Relias Platform.  Examples include conferences or other professional training sessions, such as CPR or First Aid training. 

 If Administrators allow it, Learners may enter their own external training into the RLMS so that this training is visible on their transcripts. To enable settings to allow Learners to enter this on their own, please see Settings & Site Properties     If Learners are unable to enter their own external training completions, Administrators and Supervisors can enter them for their staff under the Learners' blue books.  

 

The External Training templates feature was created so that there is consistency among these entries for easier tracking and reporting.  For instance, a training template for CPR Training is useful so that one Learner does not enter "CPR" and another enters "CPR Training."  When entering external training, Learners, Administrators, and/or Supervisors will be able to select a template from a drop-down box.  If they do not find an appropriate template, they will have the option of selecting "Other" and creating their own external training.

 

If you do not wish to use a Template to upload external records, there is another way to add individual external records. Please view  Adding External Training Records 

 

Creating an External Training Template

Only Administrators can create new templates.  To create a new template, click on the "+New Template" button. 

 

 

Enter a name for the template and the credit hours associated with it (both are required fields, indicated by *).  You can also enter the description, purpose, and location.  Before you save your template, make sure you check Yes under the Approved section.

 

 

Editing an External Training Template

To edit an external template, click on the title of the template to go back to the details page.  You can also approve, unapprove, or delete a template from the same screen by clicking on the box to the left of the template name.  Then, you can click on the Delete, Approve, or Unapprove button.

 

Please Note: Only external templates with no completions can be deleted.

Location of check box and delete/approve/unapprove buttons

 

 

Reporting on External Training Templates

External Training can be included in the Relias Course Completion History report.  Entries under the same external training template will be grouped together.

 

Adding External Training to a Transcript

For more detail on how this is done, see Adding External Training Records 

Completed External Training can be added by an Administrator to a Learner's blue book.  To do this, the Training Template must be approved first (in the template properties). 

Go to Users > Find your user > Select the user's blue book icon. On the next screen, make sure that you are in the Transcript tab. Then, select the "Add External Course" option.

 Indicates location of transcript tab and "add external course" tab on page

 

 

Select an External Training Template and fill in the remainder of the Training record for the individual learner. The required fields are Course Title, Start Date, Date Completed, and Credit Hours associated with the training.  

 

Screenshot of Add External Training page

 

You can also add an attachment to the Training records. Simply choose and upload a file or a certificate (recommended) to the External Training record. 

 

 

To get back to the Knowledge Base and the master list of topics, please click here: Relias How To Manual

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