Troubleshooting Due Dates

1

Select People > People Information > (Organization level, if shown) from the system menu and find the learner whose assignment due date you are troubleshooting.

2

Select the Curriculum tab.

Result: The learner's curriculum is displayed on the left side of the screen. The assignment must be listed here, either as a training item assigned directly, or as a component of one of the jobs or skillsets. The details of the selected curriculum item (such as curriculum due date) are shown on the right.

If you do not see the training item in this list, it must be part of a skillset or a job. Skip to step 4.

3

Fill in the following values in the checklist column 1 (training item assigned directly).

Click on the training item and write down the curriculum due date.

Click the Assignments tab. Using the search box, find the training item and click on it. Write down the assignment due date and retest period (if any) from the right side.

Select the Curriculum tab again. If you do not see any skillsets or jobs in the curriculum list, go to step 8.

4

Select one of jobs and/or skillsets in the curriculum list, and select next to the item title.

Result: The components details screen is displayed.

5

Check if the training item is one of the components in the table displayed. If yes, in the checklist column 2 (Assigned via skillset or job), write down the skillset component due date, skillset component retest period, Period Due from Assignment, and Enforce (Yes/No) for this component. Close the components details window.

6

For the skillset or the job for which you collected information in step 5, write down the curriculum due date in the checklist column 2 (Assigned via skillset or job).

7

Repeat steps 4 through 6 until you have viewed all the components of all the jobs and skillsets in the learner's curriculum.

As recommended, avoid adding same training item multiple times in a learner's curriculum. You should therefore have data only in columns 1 or 2 of the checklist. Of the two situations, assignment via skillset or job (column 2) is more common.

If you do, however, see the training item repeated in another skillset or job, note down the component data collected in steps 4 through 6 in column 3 forward of the checklist.

8

Select the Records tab.

Result: The learner's training records are listed by latest date completed. Sort by training item or use the search box on top to find the training item.

9

Is there a learner record for the training item assignment you are troubleshooting? You may see multiple records for the same training item, especially if this is a recurring assignment. Also, the record must be a credited or a PASS record.

If Yes, write down the most recent Date Completed of the credited record, and go to Analysis - Learner Record.

If No, go to Analysis - No Learner Record.

1

Does the checklist have entries in column 1 (training item assigned directly) only?

If Yes, then curriculum due date becomes the assignment due date. Please exit this analysis.

2

Does the checklist have entries in column 2 (Assigned via skillset or job)? This is more common. If Yes, continue to next step.

3

If Enforce is checked (Yes) in column 2, skillset component due date becomes the assignment due date. Please exit this analysis if column 2 is the only column with entries; otherwise go to step 5.

If Enforce is not checked (No) in column 2, compare the skillset component due date with the curriculum due date and circle the later date (Due Date rule). Continue to next step.

4

Is there a Period Due From Assignment?

If Yes, add the period (in months) to the later of the dates from step 3 (circled) to calculate the assignment due date. Please exit this analysis if column 2 is the only column with entries; otherwise go to step 5.

If No, the later of the dates from step 3 (circled) is the assignment due date. Please exit this analysis if column 2 is the only column with entries; otherwise continue to next step.

5

As your checklist has entries in more than one column, the same training item has been assigned multiple times. If a training occurs more than once in the learner's curriculum and Enforce is checked (Yes) on any of the occurrences, the assignment due date is the skillset component due date where Enforce is checked. Any Period Due From Assignments and curriculum due dates are ignored.

6

If the checklist has entries in more than one column and Enforce is not checked on any of the occurrences, the assignment due date is the soonest skillset component due date plus the largest Period Due From Assignment (if any).

This date is then compared with all of the curriculum due dates and if a later value is found, it becomes the assignment due date (per the due date rule). Because of the complexity in troubleshooting the assignment due date in such situations, it is recommended that you adjust learner's curriculum and eliminate or minimize the duplicate assignments. In some situations, you may have to reconfigure skillset and job components to avoid duplications.

1

Does the checklist has entries in column 1 (training item assigned directly) only?

If Yes, and if this column does not have training item retest period, then this is a one time assignment that the learner has completed, and the assignment due date field will be blank. Please exit this analysis.

If Yes, and if this column has training item retest period, then add the retest period (in months) to the date completed. This becomes the assignment due date. Please exit this analysis.

2

Does the checklist have entries in column 2 (Assigned via skillset or job)? This is more common. If Enforce is not checked in this column, go to step 4.

3

As Enforce is checked in column 2, recurring skillset component due date is enforced for each occurrence of skillset component retest period. Add the skillset component retest period(s) to the skillset component due date to come up with the assignment due date for the retest period of interest (must be greater than the date completed). 

Please exit this analysis if column 2 is the only column with entries; otherwise, go to step 6.

4

Is there a skillset component retest period?

If Yes, add the skillset component retest period to the date completed. This is the assignment due date. Please exit this analysis if column 2 is the only column with entries; otherwise, go to step 6.

If No, and if the training item does not have a retest period (you may check it by going to Curriculum > Training Items from system menu if within your access level), then this is a one time assignment and the assignment due date field will be blank.

If the training item has a retest period, add this to the date completed to calculate the next assignment due date. Please exit this analysis if column 2 is the only column with entries; otherwise, continue to the next step.

5

If the checklist has entries in columns 1 and 2, and if Enforce is checked, the assignment due date will follow same rules as step 3.

If Enforce is not checked, assignment due date will follow same rules as step 4 (training item retest period should be listed in column 1).

6

If there are entries in additional columns of the checklist and if Enforce is not checked anywhere, add the smallest retest period to the date completed to calculate the next assignment due date.