The Learner homepage provides a one-stop tab to work with training assignments. Setting the Learner homepage as the landing tab for Learners provides an intuitive interface for new or first-time Vault users.

Enabling the Learner Homepage

In Admin > Users & Groups > Permission Sets, enable View permission for the Vault Training Learner Homepage: My Learning Page. Then, enable View permission for the My Learning tab. You can relabel the My Learning tab to suit your needs via the Admin > Configuration > Tabs page.

Enabling the Learner Homepage Resources Section

The Learner homepage can include additional information and links that your Learners can access alongside their assignments.

To customize this section with your desired information and display it on the Learner homepage:

  1. Navigate to Admin > Configuration > Pages > [Vault Training Learner Homepage: My Learning Page].
  2. In the Layouts section, click into My Learning Page Layout.
  3. In the section selector, click Resources Section.
  4. Click Edit.
  5. Select the Show Resources Section? checkbox.
  6. Add text in the Resources Section Label, Questions Subsection Label, and Questions Subsection Value boxes.
  7. Optional: Add text to the Link Subsection Label and Link [#] Label boxes, and add URLs (starting with http:// or https://) to the Link [#] Value boxes. Text entered in a Link [#] Label box displays as a hyperlink, leading to the corresponding Link [#] Value destination. Note that if either the label or corresponding value box lacks content, the link text will not appear.
  8. Click Save.

The resources section will now appear on the Learner homepage, labeled and populated according to your input.

Changing the Default Learner Homepage View

By default, Learners see the Open tab in Card View upon navigating to their My Learning tab. You can alternately make the Curriculum View or Learner Role View the default view:

  1. Navigate to Admin > Configuration > Pages > [Vault Training Learner Homepage: My Learning Page].
  2. In the Layouts section, click into General Settings.
  3. Click Edit.
  4. In the Options section, select Curriculum, Learner Role, or a blank value in the Default Grouped By drop-down.
  5. Click Save.

You can undo this change by clearing the value from the Default Grouped By drop-down.

Adding or Removing Filter Options

The Learner homepage can include additional optional filters that your Learners can use to refine their view in the Explore tab or Open tab.

To customize the filter options available to Learners:

  1. Navigate to Admin > Configuration > Pages > [Vault Training Learner Homepage: My Learning Page].
  2. In the Layouts section, click into either the Open Tab Layout or Explore Tab Layout.
  3. In the section selector, click Filters.
  4. Click Edit.
  5. In the Additional Filters dropdown, select up to five (5) fields to allow as filters. You can choose from Curriculum object reference fields if editing the Open Tab Layout, or from Training Requirement object reference fields if editing the Explore Tab Layout. You cannot select a dependent object reference field until you select its controlling field.
  6. Click Save.

The filter options will now appear on the Learner homepage.

Training Assignment & Curriculum Card Images

When creating Training Requirements or Curricula, you can customize card images displayed in the Learner homepage card view by selecting a Vault document in the Learner Homepage Card Image field. For Training Requirements, if you do not select a document in this field, the card defaults to showing the first page of the first document. For Curricula, if you do not select a document in this field, the card defaults to showing the first page of the first document in the first listed Training Requirement. If there are no documents in the requirement, Vault displays a card image based on the training requirement type. Vault uses the document’s rendition as the card image and scales it appropriately.

Curriculum Sequencing

Performing the Manage Curriculum Rules action on the Learner Role object record allows you to define a display order to suggest how a Learner should complete Curricula within the Learner Role. This can assist the Learner in choosing an order in which to complete their training. Before using this action, you must configure it as a user action on the appropriate Learner Role lifecycle state.

Enabling Curriculum Sequencing

To enable Curriculum Sequencing, complete the following configuration steps:

  • Add the Manage Curriculum Rules user action to the Learner Role object.
  • Add the Manage Curriculum Rules user action to the appropriate Learner Role Lifecycle state.
  • Ensure the security configuration for users who will be sequencing curricula allows the following: Read and Edit for the Learner Role-Curriculum Order object.

Changing Curriculum Sequencing

To define or update the suggested curriculum order for a Learner Role:

  1. Navigate to a Learner Role record via Business Admin or a custom Learner Role object tab.
  2. Perform the Manage Curriculum Rules action. This action brings you to the Curriculum Sequencing Rule Builder page.
  3. Drag and drop Curricula to order them. The curriculum at the top of the page is first in the sequence. Click the Move to Top or Move to Bottom arrows on the right side of the page to quickly move a curriculum to either end of the sequence.
  4. All changes are saved automatically upon reordering a Curriculum.

Vault Training displays the defined Curriculum sequence when Learners navigate to their Learner Role detail pages from the Learner Homepage.

Error Banner

If Training Assignments could not be assigned to the Learner, Vault displays an error banner on the Learner Homepage. This error means that there are Training Assignments with Errors Encountered? = Yes for the Learner. Contact Veeva Vault Support to troubleshoot this error.