Adding External Training- Administrator Role
External Training denotes certificates or records of training completed outside of the Relias site. These experiences can still be recorded in a user's transcript on the Relias site.
If several users have the same training, you can create an External Training Templates so the title and subject match for each person with this record. The template is best practice if you want to run the Reports - Course Completion History Report to track the entries.
After creating a template, you can create the record for each person's transcript, under their blue book tab.
Go to Users > User list find the user and click on the blue book icon to the left of the Learner’s name
Once you click the blue book symbol, you will see the Learner’s transcript tab. Select the “Add External Course” link near the top of the page.
If you have already created an External Training Template, you will choose it from the “Course Title*” drop down box.
If you don’t have a title or an external training template created, there is an option labeled “OTHER” in the course title box.
You will need to fill out the Start Date and Completed Date and Credit Hours boxes. None of the other boxes are required to be filled out.
There is also a browse and upload option at the bottom of the box where you can attach a transcript or a certificate record that corresponds to the completed training.
Click SUBMIT when the record is complete.
Each External Training record requires a new entry into the RLMS.
Accepting an External Training Record
If you would like your learners to be able to submit their own External Training, the feature can be enabled. Go to the Settings the drop down menu, then select Site Properties, then Settings. Here, find the section labeled "Site Level Learner Settings" and check the option Enable Learner Self-Completions/Future Training Requests.
Submitting External Training- Learner Role
If your Administrator has enabled this feature, you can enter in your own external training records as a Learner.
Go to Assignments > External Training
Then the record is submitted the same way an Administrator/Supervisor would enter it. There is an option to enter in a certificate, but it is not required.
Click SUBMIT when the record is uploaded.
Required entries are: Course Title; Start and Completed Dates; and Credit Hours.
Make sure to save after each entry
If the site settings are set to “Enabled” to allow Learner Self Completions, then the Learner will see the record immediately added to their Transcript tab
If the site settings are set to “Require Approval”, then the Admin/Supervisor will need to approve the submitted record.
To go back to the main menu, please see the The Relias Platform How-To-Manual