Adding External Training Records

Document created by 2261986 Support on Mar 15, 2018Last modified by 2261986 Support on Mar 15, 2018
Version 2Show Document
  • View in full screen mode

Adding External Training



If you want to upload completed certificates or records of training completed outside of the Relias site, this is called “External Training”.

If several people have the same training, then you want to create an External Training Templates  so the title and subject matches for each person entering in this record.

The template is best practice if you want to run the Course Completion History Report  to track the entries.  


Then you would need to create the record for each person, under their bluebook tab.




Go to Users on your navigation bar > find the user and click on the bluebook symbol to the left of the Learner’s name >











Once you click the bluebook symbol, you will see the Learner’s transcript tab. At the top, there is “Add External Course” link >   Select that






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 under the navigation bar:

“Settings”> Site Level Learner Settings > You will want to check the option Enable Learner Self-Completions/Future Training Requests


There can be additional settings to require approval for Self-Completions. Make sure to choose ENABLE under the drop-down box:  Learner Self Completions








The steps for a Learner to submit their External Training are:

                          Go to  My Learning > External Training > + Add Completed 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.




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.