2485268 - How to Setup Curriculum Retraining

SAP Knowledge Base Article - Public

2485268 - How to Setup Curriculum Retraining

Symptom

An item or group of items need to be completed by users in a periodic manner for example, monthly, annually, etc.

Environment

SuccessFactors Learning Management System (LMS) - All Supported Versions

Resolution

To setup the curriculum retraining, please follow these steps:

  1. Open the curriculum.
  2. In the 'Related' section, click 'Contents'.
  3. Then, click the 'Edit' button.
  4. Now, click the corresponding 'Edit' hyperlink of the item for which you want to setup the retraining.
  5. Fill out the fields in the below area, depending on your requirements. Each section is explained further below.

Curr.png

Green Area: 

This is where you manipulate the due date of the initial assignment.

  • Initial Number/Period: This indicates the timeframe as to when the assignee needs to complete the course.
    • Calendar - If you choose this option, the basis of required date would be the Basis Date.
    • Event - If you opt to select this, the due date will be based on the date when the event happened (Required Date Basis):
      • Assignment Date
      • Hire Date

Ex: Your setup is 30 days, Event, Hire Date. If the Hire date is 01-June-2017, the due date would be 30 days from June 1 (01-July-2017) disregarding the date when you assigned the curriculum to the user.

  • Previous Completions/: If not checked, the system will look for the item in the whole history of the User. If checked, this limits how far the system will look at the user's learning history to check if the item has already been completed.

Ex: Assuming that it is checked and the value is 30 days, then the user has completed the item 30 days or less ago, the item will automatically be recorded as completed upon assignment. If completed 31 or more days ago, the user needs to complete the course again.

Note: This feature is taken in account upon the assignment of the Curriculum not when editing it.

  • Required Date Basis: (See Event-Based option in Initial Number/Period above.)
  • Threshold: This is applicable only for calendar-based initial assignment. This is a ‘grace period’ for users if the curriculum is assigned within ‘x days’ before the fixed due date.
    • For example, the initial due date is 05-Mar-2017. If we set the threshold to 5 days, then all assignments made from 01-Mar-17 to 05-Mar-2017 will be waived for this due. This is somehow a consideration for users to have more time to complete the course.

Blue Area: 

This is where you manipulate the due date of the succeeding retraining of the item once the initial assignment has been completed.

  • Retraining Number/Period: This indicates when the training needs to be completed again. 
    • Calendar - If you choose this option, the basis of required date would always be the basis date.
      • If the basis date is 01-Feb-2017 and the retraining is required every 30 days, the next due dates would be 3-Mar-17, 2-Apr-17, 2-May-17, 1-Jun-17, 1-Jul-17, and so on, for all users independent of their last retraining completion.
    • Event - If you opt to select this, the due date will be based on the date when the last completion was recorded.
      • If the last completion was recorded on 01-May-2017 and the retraining is required every 30 days, the next due date will be on 31-May-17.
  • Basis Date:(See Calendar-Based option in Initial Number/Period above.)
  • Effective Date: This is the start date when the system will include the item as part of curriculum completion.
    • For example, today is 15-Jul-2017 and the item is overdue for me. If the effective date is 01-Aug-2017, the curriculum will not show as overdue. However, if the effective date is before 15-Jul-2017, the curriculum status will show up as overdue.

 

Example of Retraining Due Date Calculation Depending on Retraining Period:

The required date rule is: complete the current period then start counting.

 Assuming retraining basis is Event:

Retraining Period

Last Completion Date

Period

Current period

Complete (end of) current period

Next Due Date

365 Days

15-Jul-2017

Day

15-Jul-2017

15-Jul-2017

15-Jul-2018

12 Months

15-Jul-2017

Month

Jul-2017

31-Jul-2017

31-Jul-2018

1 Year

15-Jul-2017

Year

2017

31-Dec-2017

31-Dec-2018

Keywords

How to Setup Curriculum Retraining, Curriculum Retraining, Curriculum, Retraining, Curricula, Retrain, Compliance, Repeat, LMS, Training, Annual, Periodic, Regular, Ignore Previous Completion , KBA , LOD-SF-LMS-CUR , LMS Curricula , How To

Product

SAP SuccessFactors Learning all versions