Configuring Event-based Period Settings

Objective

After completing this lesson, you will be able to configure event-based period settings to set due dates for items in a curriculum.

Event-Based Settings Configuration

The following fields must be considered and changed to establish event-based settings:

Event-based Settings Fields are highlighted.

Initial Assignments:

Initial Number and Period: If the initial number is 30 and the period is Days, then this gives the users 30 Days to complete the assigned course for the first time.
Initial Basis: The calculation starts from an Event (Assignment Date or Hire Date).
Required Date Basis: The due date is calculated from either the course Assignment Date or the users’ Hire Date.
Previous Completions: If the user has completed the course 5 years ago, that completion may still be valid and the user does not have to re-take the course. If the user needs to re-take the course, we can set the system to ignore completions that are older than a certain number of days.

Retraining Assignments:

Retraining Number and Period: If the users need to be retrained for a course in a year, select 365 and Days respectively.
Retraining Basis: The calculation starts from an Event. The event is selected in the Required Date Basis field.

Additional Fields:

Effective Date: Enter the current date. This is the date when any changes to the items become effective in the curriculum.
Assignment Type: The course can be marked as Optional or Required.

Note

The Basis Date and Threshold fields are not applicable for Event Based Settings.

Watch this video to learn how to establish Event-based settings in a curriculum.

Video Summary

This video walks you through the process of establishing event-based settings for curricula. It demonstrates how to configure courses to be completed within a specific time frame from the date they are assigned. You are shown how to set due dates, make courses required, and establish a retraining period using event-based settings.

Establish Event-Based Settings for Items in a Curriculum

Business Example

In this exercise, you will establish event-based settings to make items in a curriculum due a certain period after assignment. .

ExerciseStart Exercise

Steps

Establish event-based settings to make items in a curriculum due 45 days after assignment.
1. Select the Contents tab, from the curriculum entity.
  Note
  If you are not in the Curriculum entity, navigate to Learning Administration → Learning Activities → Curricula, search for your curriculum, and open it.
2. Select Manage Contents.
3. Select Edit next to the first listed course.
4. Under the Initial Assignments section, enter the initial number and period. Enter 45 for the initial number and select Days for the initial period.
5. Select the Event radio button for the Initial Basis.
6. Select the Assignment Date radio button in the Required Date Basis field.
  Note
  Skip the Basis Date field. No basis date is needed when using Event basis for both initial and retraining assignments.
7. For Effective Date, use the current date.
8. Choose Required (REQ) for the Assignment Type.
9. Select Apply Changes when you are done editing the item settings.
10. Close the Content window to return to the curriculum Contents tab.

Summary

Event-based settings determine due dates and retraining intervals based on specific starting events like course assignment or hire dates.
Initial assignments specify the time allowed for first-time completion, using values for days and a start basis such as assignment or hire date.
Retraining assignments define timeframes for recurring course completions, with durations calculated from the most recent completion or another designated event.
Additional fields, such as the effective date and assignment type, determine when changes are implemented and whether courses are optional or required.
Fields specific to calendar-based settings, such as basis date and thresholds, do not apply to event-based configurations.

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