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New and Improved Features

Product Level Change

• PMP-88515 : As an end user, I want to see the outcome column in Manage session list to indicate as “Complete” instead of “Update outcome” if sessions are completed.
• PMP-82027 : Address Design Flaw for Copy Session in Session Summary ,Session List & My Training

• PMP-88043 : As an end user I wanted to have Location Specific Groups as well during creating sessions

• PMP-88541 : As an end user, I want to have notification for the new employee when added to the session.

• PMP-89024 : Remove 'Location' and 'Employee Last Name' from 'My Training/Manage View' filter
• PMP-89026 : Make changes to the Warning message when user deletes a course/session

Configurable

• PMP-70723 : Assigning Multiple Plans to a Training Session
• PMP-87143 : Remove selection of Inactive courses from Course Picklist
• PMP-87511 : As an end user I wanted to merge the deleted/Inactive employee ID session details with new employee ID
• PMP-88942 : Request to make Training progress summary screen to Rolling 18 Months

Product Level Change

PMP-88515 : As an end user, I want to see the outcome column in Manage session list to indicate as “Complete” instead of “Update outcome” if sessions are completed.

Configurable: NA

• Title: NA
• Public/Private: NA
• Default: NA

Existing System: Currently the outcome column for the sessions under 'Manage Sessions List' shows 'Update Outcome' even after the courses are completed.

Purpose: To display the correct status for completed sessions

Enhanced System: Make the outcome column in Manage session list to indicate as “Complete” instead of “Update outcome” if all the outcome for the session has been completed.

Impacts: 

User Interaction and Design

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 PMP-82027 : Address Design Flaw for Copy Session in Session Summary ,Session List & My Training

Configurable: NA

• Title: NA
• Public/Private: NA
• Default: NA

Existing System:  Copy Session in Manage Session list copies the exact session and creates another record marked with Copy. It copies the existing information from the previous session. For example:

• Copy Session in Manage Session list copies the exact session and creates another record marked with Copy

• Incase the session is overdue ,it created another over due session without any update button

• Incase its incomplete then it creates another session with incomplete status ,same as open

• In all cases ,it copies the same employees and creates a session.

Purpose: To allow creating a session by copying from an existing session with the required fields.

Enhanced System: We have now addressed the issue by copying only the session related information and allowing the user to update other information

Impacts: NA

User interaction and design

Manage Session List - Copy Session : Opens Session Details with auto-populated fields and Update button

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  PMP-88043 : As an end user I wanted to have Location Specific Groups as well during creating sessions

Configurable: NA

• Title: NA
• Public/Private: NA
• Default: NA

Existing System: When creating a new "session" in the learning management module via modules / learning management / manage session / +New for a location, the location level groups don't show when trying to assign employees by "group". The only group options showing in learning management options appear to be the groups created in Setup / Security / Groups and not from the Location setup groups.

Purpose: To enable the group picklist to show both location and corporate level groups

Enhanced System: The group picklist now shows both location level and corporate groups.

Impacts: NA 

User interaction and design

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   PMP-88541 : As an end user, I want to have notification for the new employee when added to the session.

Configurable: NA

• Title: NA
• Public/Private: NA
• Default: NA

Existing System: Users are adding the new employees to the existing sessions but we do not have any option to notify them. Similarly, when a session is assigned to a new employee through the employee picklist, he/she doesn't receive the email notification.

Purpose: Notify the new users with email notification when a session is assigned.

Enhanced System: With this feature we can notify the newly added employees about the new/existing session.

Impacts: NA 

User interaction and design

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  PMP-89024 : Remove 'Location' and 'Employee Last Name' from 'My Training/Manage View' filter

Configurable: NA

• Title: NA
• Public/Private: NA
• Default: NA

Existing System: There are few filters within ‘My Training/Manage View’ which are redundant and not required. For example: There is an extra location filter added to mandatory filter expression in the ‘My Training’ list which is unnecessary.

Purpose: To make only the useful filters available in My Training view.

Enhanced System: The 'Location' and 'Employee Last Name' filters are removed

Impacts: NA 

User interaction and design

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  PMP-89026 : Make changes to the Warning message when user deletes a course/session

Configurable: NA

• Title: NA
• Public/Private: NA
• Default: NA

Existing System: There are scenarios when user deletes sessions/courses by mistake and wait for Processmap to re-activate them.

Purpose: Avoid unnecessary deletion of sessions/courses

Enhanced System: Inorder to avoid unnecessary deletions, we will now add an additional info in the delete warning message that will reduce such instances.

For sessions - 'You are about to delete training record(s) which will not be available for any future sessions. Click OK to continue or cancel.’

For course - 'You are about to delete course(s) which will not be available further in records. Click OK to continue or cancel.’

For Plan: 'You are about to delete plan(s) which will not be available in further records and will be inactive for any associated sessions. Click Ok to continue or cancel.'

Impacts: NA 

User interaction and design

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Configurable

  PMP-70723 : Assigning Multiple Plans to a Training Session

Configurable: NA

• Title: Is Multiple Plan Selection Applicable
• Public/Private: Private
• Default: No for Product

Existing System: Allows to select single plan for a Session and doesn't display associated courses for plan selection. 

Purpose: To select multiple plans for a session

Enhanced System: System will allow to select single / multiple plans for a session and display the associated courses / Prerequisite courses when plan is selected.

Impacts: NA 

User interaction and design

Manage Session List : New Column for Plan Name

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  PMP-87143 : Remove selection of Inactive courses from Course Picklist

Configurable: Yes

• Title: Disable Inactive Courses From Picklist
• Public/Private: Private
• Default: Yes

Existing System: Currently, when user selects Course Picklist, he/she can select Inactive courses from the ‘All Courses’/'Inactive courses' view. Assigning an inactive course will not let the user access the course.

Purpose: Allow selection of only active courses from the picklist.

Enhanced System: When user views an In Active course through any of the ‘All Courses’/'Inactive courses' , the check box will be greyed out and user cant select any.

Impacts: NA 

User interaction and design

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  PMP-87511 : As an end user I wanted to merge the deleted/Inactive employee ID session details with new employee ID

Configurable: Yes

• Title: Enable Merge Employee
• Public/Private: Public
• Default: No

Existing System: Currently we do not have any option to merge the historical sessions of a contract employee to his new employee id.

Purpose: 

Enhanced System: 

• We now have a Merger Data option in the Employee list screen.

• Where all the deleted/Inactive employee’s name with ID will be available and the user need to select both deleted/Inactive employee (status other than Active) and the employee with whom the data need to be merged.

• Users need to save the data and the historical data of the old employee id will be merged with the new employee id.

Impacts: NA 

User interaction and design

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  PMP-88942 : Request to make Training progress summary screen to Rolling 18 Months

Configurable: Yes

• Title: NA
• Public/Private: NA
• Default: The “rolling 18 months” will be the default view for all users in the 'Training Progress Summary' screen for Kodiak. For rest of the customers, the default will be the current view as it is but will have the option in the view for the rolling data

Existing System: Currently, user doesn't have the option view the rolling data for Progress Summary.

Purpose: Allow ability to select the rolling data for the Progress Summary.

Enhanced System: When user views the Training Progress Summary, the rolling 18 months will be the default view. For Product, the default view will be as is. 

Impacts: NA 

User interaction and design

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