This document explores the rights of LMS Instructors, Administrators and Portal Administrators to use the "Interest List" feature as a managerial and data analysis tool. All pages listed under Interests in the Left Navigation Menu help them to either create interests as a technique for mass enrollment, or review students’ expressed interests to produce useful training insights.
The Interest List feature and its extensive tool set were built into LatitudeLearning to serve four separate, but interrelated functions.
Note: These features can work in different ways based on your course and system settings.
For an overview on configuring courses to allow interest lists or managing approval-required interest requests, please see related document: Manage Approvals for Enrollment, Course Interest, and User Self Registration
NOTE: The LMS has been enhanced to allow unlimited enrollment without going through the interest list. The option to use Add Interest for mass enrollment still exists and therefore, still documented below. We recommend using Enroll Others - Batch Enrollment as the preferred unlimited enrollment method moving forward.
For reference while the option still displays on the menu, you can mass enroll others using Add Interests as follows:
1. From the Left Navigation Menu, select Interests > Add Interest.
2. Use the dynamic filtering tool to scope enrollment by User, Course, or Organization. Your selection in the “Filter by” field determines the data fields and resulting user lists to which Interest records will be added.
NOTE: When self-paced learning activities (eLearning, Assessment, Self-Study delivery types) are set to Allow Interest, and instructor-led courses (Classroom, Virtual Classroom) have offerings setup to allow Auto-enrollment, all these processes will result in automated enrollment for fully eligible students. The interest processor for Self-paced courses runs constantly, so auto-enrollment happens as soon as the records move through the queue. For Classroom Offerings, the interest processor runs in an overnight scheduled job, so auto-enrollments are held until that process is completed each day.
The Interest List feature can be used in a multitude of ways, based on how you have configured your LMS courses. Here are the important settings that allow “Add Interest” and “Auto-enrollment” processes to function:
a) Automate Interests from Certification Goals: Enabling this feature will automatically place all courses from assigned Certification goals (when using a Primary "All Of" Rule) on a student's Interest List. It does not work for Primary rules set to “One Of” or Generic rules using “Not” exceptions.
Before turning on this option, it is important to have a strong understanding of the following aspects of LMS Certification Management functionality:
--Goal Assignment (via manual Set Goal, Goal Rules, or automated Goal Transitions)
--Generic and Primary Rules
--Position Codes and Position Groups
If you do not thoroughly understand these concepts, enabling this option could create mass enrollment situations with the following issues:
--If the course's listed Certification Completion rules do not have prerequisites, this feature could place all courses in the assigned certification goal on the student’s interest list at the same time and lead to auto-enrollment all required courses. Courses on the interest list cause auto-enrollment if there are no impediments such as unmet prerequisites or pending approvals.
--The process could enroll ALL of your users in ALL of your courses in the following instances:
1. If you have nested certifications (e.g. one certification is a requirement for another certification), but you still use Goal Transitions and they are not properly set up.
2. If your Position Groups are too broad.
b) Automate Interests from Course Goals: Enable to automatically add interests for Course Goal assignments. This can enable automatic enrollments based on interest list processing if no impediments to enrollment are found, such as a requirement for manager approval or pending prerequisites.
To view the distribution of student interests over Courses and Locations, select Interests > Review Interests Summary or Review Interests Graph. Assuming that your LMS Facilities and Locales have been properly managed, both Review Interest tools allow you to query, sort, view details, and print Interest List records with the same search function. The difference is in the results, one being displayed in a Summary format in the other in a Graph.
Note: When searching by Locale, you must select a Business Unit in order to populate your options in the Training Locale field. See the screenshot below for an example.
If more than one Locale is listed, you must select only one value, highlighting it as your desired search criteria. If you do not select any values from the list, the search process will produce an error, citing “missing” data in the required field. Using the [Ctrl + Click] action to highlight more than one value will also result in a system error.