About the Learner Homepage

The Learner homepage is a one-stop page for Learners to work with training assignments. On this page, you can view your overall training status and complete your training assignments. Depending on your Vault’s configuration, the Learner homepage tab may be labeled as My Learning. If enabled by your Admin, you can view the Learner homepage with a mobile-optimized interface on mobile devices.

Open Tab

The Open tab of the Learner homepage displays your open Training Assignments. Select Required Training, Self Enrolled Training, or All Training in the left panel to filter by these criteria. You can further customize this tab’s view options to suit your needs and preferences, including filtering, sorting, and grouping options. You can switch between view options using the icons above the assignment panel, and Vault remembers your view preferences if you navigate away and back to the Learner homepage.

Assignments View

The default view in the Open tab, also available by clicking Group by… > None, displays all of your open training assignments in either a card view or a list view. Select the desired view on the right side of the navigation bar:

• Card View : In this view, Vault displays training assignments as cards with relevant information, such as the assignment title, due date, approximate time required, and the type of training.
  • Click the curriculum name on the assignment card to navigate to the curriculum detail page.
  • Hover over an assignment card to view additional information such as the source of the assignment and a list of the included documents. When configured, the Begin Training button appears with a dropdown to Request Exemption. The button may also be labeled View Training for evaluation or external assignments.
  • Hover over a classroom training assignment card to add a classroom training session to your calendar or view its waitlist status. The waitlist status may display how many spots are open, whether you are waitlisted, and what position you are on the waitlist.
• List View : The list view displays assignments and associated data in list rows. Click an assignment name in this view to begin the training assignment or request an exemption, when available. Click the column headers to sort the display.

Curriculum View

Clicking the Group by… > Curriculum to display your assignments grouped by curriculum, rather than individually. This can be useful if you have a large number of assignments and you would like to complete a logically-grouped set of them before moving on to the next. For example, you may want to complete all of the assignments in the Beginning Safety Concepts curriculum before moving on to the Practical Safety Applications curriculum, even if you were assigned both at the same time. By default, curricula are sorted by their due date.

The curriculum card contains information such as the associated Learner Role, description, total estimated completion time, and a list of the included assignments. While only a few assignments will be shown on the card in this view, there may be more in the curriculum. Training Assignments that you have received via Direct Assignment or via the Explore tab have separate curriculum cards.

You can start the first training assignment for the curriculum by clicking Begin Training. Evaluation and external assignments in certain in-progress states appear with the View Training button. Clicking View Curriculum on a curriculum card takes you into the curriculum page. On this page, you can see information about the curriculum and a sortable list of its individual assignments. A percentage progress bar in the upper right shows you how much training is left to complete within the curriculum. Clicking an assignment title expands its description. You can start an assignment from the list by hovering over it and clicking Begin Training.

By default, the curriculum detail page hides assignments that you have already completed. Click Show completed assignments to display them in the list. For assignments completed more than once, the curriculum page only displays the most recent completed instance of the assignment. Click View Training to review the training task for that assignment.

Learner Role View

Click Group by… > Learner Role to display your assignments grouped by Learner Role. This can be useful if you have multiple learner roles assigned and you would like to focus training on one at a time. For example, you may want to complete training for a New Employee role before a Laboratory Personnel role, even if you were assigned both at the same time.

The learner role card contains information such as the associated Learner Role, description, total estimated completion time, and a list of the included assignments. While only a few assignments will be shown on the card in this view, there may be more in the learner role. Training Assignments that you have received through Direct Assignment or the Explore tab have a separate card.

You can start the first incomplete training assignment for the learner role by clicking Begin Training. Clicking View Role on a card takes you into the learner role detail page. On this page, you can see information about the learner role and a list of its curricula. A percentage progress bar for each curriculum shows you how much training is left to complete within that curriculum. A checkmark in the bar on the left side of the list indicates that you have completed the entire curriculum. Clicking a curriculum displays up to five (5) training assignments within it. Curricula within the learner role view are displayed in an order defined by your Admin.

You can hide or show already-completed curricula in the list by clicking Show Completed or Hide Completed. Click View Curriculum to navigate to its curriculum detail page.

Status Panel

The left panel shows the status of your open training assignments. Click Overdue, Due Soon, or Due Later to display only those items in the assignment area. You can also click the corresponding sections of the circle graph for the same function. Assignments are Due Soon if their due date is less than five (5) days from the current date. If you have tasks in the Vault that are not training assignments, you can click View Other Tasks to navigate to your My Tasks view.

From the drop-down menu, you can refine your view by assignment source. For example, you can select Self Enrolled Training to only view courses that you enrolled in via the Explore tab.

Sorting

In the card view, you can change your sort method using the controls at the top of the panel. Sorting options include Due Date, Assignment Date, or Estimated Time to Completion. Click the arrow to sort in an ascending or descending pattern.

Filtering

Click the filter icon to add more advanced filters to your view. You can add filters for training assignment metadata such as Assigned Date, Creation Source, Curriculum, Due Date, Learner Role, Training Assignment Type, or other data as determined by your Admin. Click the plus (+) icon to the right of the filter row to add additional filters. Click Apply to save and view the filtered assignments. Click Clear to remove all filters.

Resources

The lower section of the left panel may include information and links to additional resources, such as Admin contact details, training policies, or FAQs. If you are viewing the Learner homepage in a mobile interface, tap the info icon to view this section. Note that this section may be labeled differently in your Vault.

Locked Assignments

If an assignment has a lock icon , it means the assignment has an unsatisfied prerequisite. Click into the assignment or hover over its card to view the assignments you must complete prior to beginning this locked assignment. If a Training Assignment has multiple prerequisites, Vault shows only one of them on the Learner Homepage.

History Tab

The History tab lists data for all previously completed assignments.

Here you can generate a PDF export of your completed training records, as well as easily check:

• When you can expect to be reassigned any recurring training.
• Which Learner Role or Curriculum each training assignment was associated with.
• The assigned, due, and completed dates for each assignment.

When configured, this tab allows you to execute certain actions for completed assignments, such as downloading a certificate of completion. To access these actions, hover over the assignment’s Name and select an action from the Actions menu.

Sorting

Click the arrow to sort columns in an ascending or descending pattern.

You can sort by any field in view, except Learner Role and Curriculum.

Filtering

Click the filter icon to add more advanced filters to your view. You can add filters for training assignment metadata such as Creation Source, Curriculum, Learner Role, Training Assignment Type, or other fields as determined by your Admin.

By default, the field selection drop-down displays up to 50 options. To locate a field out of view, type ahead to search more.

Exporting

After applying any relevant filters, click the export icon to generate a PDF export of your completed training records.

This action prompts you to download a PDF report of up to 1,000 Training Assignment records in view at the time of export.

Explore Tab

The Explore tab allows you to browse and enroll in training requirements that are not part of your training matrix. The tab’s default view includes up to 1,000 of these requirements for browsing, and you can apply filters or search to locate additional courses to which you have access.

To enroll in a course, hover over its card and click Enroll. When you enroll in a course this way, the assignment appears in the Open tab like your other assignments. You can limit your view to only the assignments in which you have self-enrolled by selecting Self Enrolled Training from the drop-down in the upper-left corner of the Learner homepage.

If you click Enroll on a Classroom Training Requirement, available sessions are displayed. You can register for a specific session or add yourself to the waitlist if it is full.

Unenrolling from a Training Assignment

Since assignments from the Explore tab are elective, you can unenroll from them at any time. To unenroll from a course, hover over its card and click Unenroll.

Filtering

Click the filter icon to add more advanced filters to your view. You can add filters for training requirement metadata such as Created Date, Curriculum, Training Requirement Type, Estimated Time to Complete, or other data as determined by your Admin. Click the plus (+) icon to the right of the filter row to add additional filters. Click Apply to save and view the filtered assignments. Click Clear to remove all filters.

Mobile Learner Homepage

The Learner homepage can be viewed with a mobile-optimized interface when accessed in a mobile browser. Tapping on an assignment card takes you to that assignment’s task page. If an assignment cannot be displayed in the mobile interface, tapping it will take you to the desktop version of its task page.

The mobile interface also includes the following functions:

Icon	Function
	Log out of Vault.
	If present, tapping this icon displays the Resources section.

Related Permissions

Learners require Read access to a Training Assignment field to filter or sort by that field.

Additionally, Learners require Read access for the following fields on the Training Assignment object to fully interact with assignments, curricula, and learner role views on the Learner homepage:

• Allow Self-Registration?
• Assigned Date
• Completion Date
• Content Set
• Creation Source
• Description
• Direct Assignment Request
• Due Date
• Estimated Time to Complete (Minutes)
• Learner
• Learner Choice Made?
• Learner Homepage Card Image
• Part of class
• Prerequisite Status
• Training Job
• Training Requirement

The following permissions relate to interacting with learner role and curriculum cards and the curriculum page:

• If a card image is provided for a Curriculum or Learner Role, the Learner user must have a permission set which includes Read access to the document referenced on the Learner Homepage Card Image field on the Curriculum or Learner Role record to see it in the relevant view and page.
• The Learner user must have a permission set which includes Read access to the Training Assignment object, or else they will receive an error when navigating to the curriculum page or learner role page.