Everything you need to know about optional requirements.
Optional requirements are requests for users to complete "recommended" or "suggested" training. Optional means users can choose whether to complete the training, and unlike mandatory compliance requirements, optional requirements do not count towards your organisation's compliance.
Optional requirements are created when optional training is manually assigned or if they belong to an Optional Training Plan. They contain information on who recommended the training, what training was recommended, and when it was recommended.
Who does this article apply to?
- Users with access to Ausmed's Learning Management System
In this article:
What information is contained within optional requirements?
Optional requirement records contain the following information:
- Item Title - the training the requirement relates to.
- Item Type - the type of training the requirement relates to, such as a course, article, lecture etc.
- Item ID - a set of letters and/or numbers to uniquely identify the training.
- Status - the current status of the requirement.
- User - the person the requirement was assigned to.
- User ID - a set of letters and/or numbers to uniquely identify the user, such as an employee number or membership number.
- Email - the user's email address.
- Account Status - the current status of the user's Ausmed account.
- Teams - the teams the user currently belongs to
- Job Roles - the job roles the user currently belongs to.
- Early Recognition Date - the start date for early recognition, which means if the user completes the training between this date and the open date, the requirement is automatically marked as completed, and the user does not need to complete the training again.
- Open Date - the date the requirement was assigned to the user and opened for completion.
- When a requirement opens for completion, this means the user can view and complete the training via My Organisation.
- Date Completed - the date the requirement status is updated to completed, signalling the training has been completed.
- Source - the name of the person who assigned the requirement to the user.
- Learning Record- the learning record attached to the requirement evidencing the training has been completed.
- Record ID - a set of system-generated numbers to uniquely identify the requirement record.
What does the status of an optional requirement mean?
The status of an optional requirement is a way to track whether the requirement has been met. There are four possible statuses:
Open
- Open means the requirement is currently assigned to the user.
- When a requirement opens for completion, this means the user can view and complete the training via My Organisation.
Completed
- Completed means the requirement that has been met, because the training is complete.
- Training is complete either when a user marks it as completed via My Organisation, or when a manager manually marks it as completed via the LMS.
- Completed requirements will always have a learning record attached, evidencing the training is complete.
Skipped
- Skipped means the requirement no longer needs to be met.
- Users with organisation or team manager permissions can mark requirements as skipped through the LMS.
Removed
- Removed means the user has removed the requirement from their assigned learning list in My Organisation indicating they don't intend to complete it.
Where to find optional requirements
There are two places where you will find optional requirement records in the LMS:
- All Optional Requirements report - here you can run a report to view all optional requirements.
- Learning records - optional requirement records are attached to learning records when the requirement is completed, meaning the requirement has been met because the training is complete.