Configuring the Program Agenda

Objective

After completing this lesson, you will be able to configure the program agenda and settings.

The Program Entity

After creating the program, it will be displayed in a tile-based format. There are several tiles that allow you to modify the program and its contents.

Agenda Tile

The Program agenda organizes and schedules learning activities for the learners. Administrators can create and manage sections with activities to create a specific learning schedule.

In the program agenda figure below, there are four sections containing multiple activities. From the agenda menu, additional sections and activities can be added. An agenda can have up to 100 sections, and each section can have unlimited activities.

Program Agenda Tile is shown.

Activities based on items

Items are learning activities that can be assigned to a learner and tracked for completion. To add an item to a section in your agenda, select the appropriate classification (Instructor-Led, Online Only, Instructor-Led with Online Content or Other ), then search for and select the item you would like to add. Items with a Source designated as an External Course may also be added.

If an item is already marked as completed in the learning history, the Program can acknowledge this completion, ensuring the learner does not need to complete the item again.

The Learning History Credit field allows you to specify a number of days to determine the timeframe for including history records. For instance, if you enter 365 days, only history records from the past year will be considered for item completion. If the user completed the item more than 365 days ago, it will not be counted, and the Program will require the user to complete the item again.

Learning History Credit field is highlighted.

Activities not based on items

Activities that are not based on items are Links, Text and HTML. Links are internet/intranet-based activities and allow you to enter a title and a URL link. The figure below shows an example of a link to a video called "Tour the Company Website".

Add Link Activity fields are highlighted.

Regular text can be used to describe custom activities. You have the option to enter a title and a text directive in the description field for your custom activity when adding it to a section. The figure below directs learners to a text activity requiring them to pick up their personal protective equipment.

Add Text Activity field is shown.

HTML can be used to create an activity which may be like the Text option but includes links, images, and other HTML functions.

The activities that are not based on items, are not automatically marked as complete. Instead, the learner must manually mark each as completed as they work through the Program’s agenda.

After adding the sections and activities, select DONE to return to the program entity. Additional settings can then be established.

Watch this video to learn how to create a schedule of learning by adding sections and activities to program agenda.

Video Summary

This video guides you on how to effectively add learning events to a program agenda. It demonstrates how to open the agenda tile and add sections and activities, organizing learning events effectively to ensure a well-structured and engaging program agenda for learners.

Create an Agenda

Business Example

In this exercise, you will add sections and activities to create a schedule of learning in a Program.

Steps

Add three sections to the Agenda of the program with the following details:

Field	Value
Section 1.0 Title	Introduction
Activity Type	Text
Activity Title	ABC Food Safety Program
Activity Description	Welcome to our Food Safety Program! Ensuring the safety and quality of the food we serve is our top priority. This program has been established to provide guidelines and best practices for all staff members involved in the preparation, handling, and serving of food.
Section 2.0 Title	Food Safety Video
Activity Type	Link
Activity Title	Food Safety Culture
URL	https://www.youtube.com/watch?v=Op0K8An2WBQ
Description	Learn about the components of Food Safety Culture.
Section 3.0 Title	Food Safety Course
Activity Type	Instructor-Led
Item Title	Food Safety Training
Learning Credit Hours	180
Description	Learn about the components of Food Safety Culture.

From the Program entity, select the pencil icon to edit the Agenda tile.
Note
If you are not in the Program entity, navigate to Learning Administration → Learning Activities → Programs, search for your program, and open it.
Enter Introduction in the 1.0 field.
Select Text from the Add activities section.
Enter ABC Food Safety Program in the Title field.
Enter Welcome to our Food Safety Program! Ensuring the safety and quality of the food we serve is our top priority. This program has been established to provide guidelines and best practices for all staff members involved in the preparation, handling, and serving of food in the Description field.
Select Add to add a section.
Enter Food Safety Video in the 2.0 field.
Select Link from the Add activities section.
Verify the Required checkbox is selected.
Enter Food Safety Culture in the Title field.
Add https://www.youtube.com/watch?v=Op0K8An2WBQ in the URL field.
Enter Learn about the components of Food Safety Culture in the Description field.
Select Add to add a section.
Enter Food Safety Course in the 3.0 field.
Select Instructor-Led from the Add activities section.
Enter food in the Item Title and select Search.
Select Food Safety Training.
Verify the Required checkbox is selected.
Enter 180 day(s) in the Learning History Credit field to ignore completions older than a year.
Select the Save button to save your changes.
Select Done to create the Program.

Settings Tile

The Settings tile allows the administrator to configure how the program behaves from the learner’s perspective.

Configurable settings include:

Hours: This is the amount of time that a user should expect to spend on the program. Users can see the hours and use them to decide if they have enough time to complete the program.
- User can Rate: This option allows users to rate the program in the library.
- Certificate Template: This option allows you to associate a template for completion certificates.
- Source: The source identifies the entity where the training originated. Learners can filter their course search results by sources.
- Image: Thumbnail Images can be added to help learners orient themselves to the program. AI-assisted capabilities can be leveraged to produce images for programs utilizing the Generate Image feature.
  Note
  AI- assisted capabilities require an AI Units license.
- Contact’s Email: Enter the email address of the administrator responsible for the program.
- Comments: Use the Comments box to identify the purpose or intent of the record. All comments are intended for administrators only and cannot be viewed in the user interface.
- Grading Options: Defines the course completion status.

Summary

The program entity displays in a tile-based format, allowing administrators to modify agendas, settings, and activities.
The Agenda tile organizes learning into sections and activities, supporting up to 100 sections with unlimited activities.
Activities can be item-based, such as tracked items, or non-item-based, such as links, text directives, or HTML activities.
The Settings tile allows configuration of program details like hours, certificates, rating options, images, and grading options.
Learners must manually mark non-item-based activities as complete, while item completions may reference learning history.

Next lesson