1. New Offline Activities (No Approval Required)
What to Do:
When creating a new offline activity, ensure the setup includes editable fields.
Steps:
During setup, select:
User defines activity developmental need
User defines activity reflective statement
User can edit submission and update
Save the activity.
Learner Experience:
Learners can:
Navigate to My Learning and freely add or edit the Reflective Statement and Developmental Need fields as required.
2. New Offline Activities (Approval Required)
What to Do:
For activities requiring approval, configure the fields appropriately during setup.
Steps:
During setup, select:
Reflective Statement
Developmental Need
Save and publish the activity.
Learner Experience:
Learners adding this activity will:
Be able to input the Reflective Statement and Developmental Need at the time of submission.
After the record is submitted and sent for approval:
These fields will no longer be editable via My Learning.
3. Existing Offline Activities (No Approval Required)
What to Do:
If your offline activity does not require approval, you can update it to include new options.
Steps:
Open the settings for the existing offline activity.
Enable the following options:
User defines activity developmental need
User defines activity reflective statement
User can edit submission and update
Save the updated settings.
Learner Experience:
Learners can navigate to My Learning and:
Add or edit the Reflective Statement field.
Add or edit the Developmental Need field as required.
4. Existing Offline Activities (Approval Required)
What to Know:
Training records already submitted and approved cannot be edited by the submitter or approver retroactively.
Updates will apply only to new submissions moving forward.
Steps:
Open the settings for the existing offline activity.
Add the following options:
User defines activity developmental need
User defines activity reflective statement
Save the updated settings.
Learner Experience:
Any user adding this existing activity after it has been updated will:
Be able to input a Reflective Statement and Developmental Need at the time of submission.
After the record is submitted and sent for approval:
These fields will no longer be editable via My Learning.
NOTE: If you think you have the incorrect permissions, please contact your company admin or Customer success manager at [email protected].