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LearningBuilder identifies the Learning Plan to use as follows:

  1. Limit the search to a specific Learning Plan definition if a Learning Plan Name was provided (or defaulted via the XML configuration).  If none was provided, all learning plans are considered.

  2. Look for an Active Learning Plan whose dates correspond to the Activity Completion date, Cycle End Date, or Cycle End Year provided.

    • If a Cycle End Date or Cycle End Year is provided, use that to find a Learning Plan based on a matching Cycle End Date or Year.

    • If only a Completion Date was provided, use that to find a match are based on the Learning Plan Date Settings.

    • If more than one active learning plan is found, the system generates an error.

  3. If none is found, it repeats this, looking for a matching Inactive Learning Plan.

Attendance cannot be reported on Learning Plans that are outside their reporting dates.

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The system looks for the first Task Group that allows the Activity Type in question. LearningBuilder will use the “Restrict to Specific Activity Types” setting on each Task Group to determine eligibility.

LearningBuilder uses the position starting with top to determine which Task Group to use.

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To prevent Administrators for from inadvertently uploading duplicate Activities, LearningBuilder imposes several rules governing duplicates. If the possibility of duplicates is a concern, the system manages them as follows:

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With this setting in place, LearningBuilder will manage duplicates with the following criteria:

Scenario

Allow upload

Rationale

New Activity ID = Existing Activity ID

Existing Results = Pass

No

The system assumes that no one takes an exam after they pass the exam, so no activities can be uploaded after a passed exam has been uploaded. The logic is based on whether the Activity exists on the Learning Plan, not whether the Completion Date of the new Activity is before or after the Completion Date of the passed exam.

New Activity ID = Existing Activity ID

Completion Date = Completion Date

No

We do not expect a person to take an exam more than once per day, so multiple instances of an exam on the same day are treated as duplicates, even if the results are different.

New Activity ID != Existing Activity ID

Yes

This would not be a duplicate.

New Activity ID = Existing Activity ID

Completion Date != Completion Date

Existing Results (Fail)

Yes

An exam can be taken multiple times, so as long as the Completion Dates are not the same, the exam will not be considered a duplicate.