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Replicate in-person/synchronous trainings to another environment

Customers who have more than one environment can replicate trainings from one environment to another.

By replicating training, it is possible to adjust only the information required, rather than re-registering it from scratch, saving time and effort.

To request the creation of a new environment, open a support ticket.

Instructions

  1. Click on Trainings in the main menu

  2. Click on the Replicate Contents submenu

  3. Click on the To Register button icon in the top right-hand corner

  4. Fill in the necessary fields as instructed below:

Environment (mandatory)

Select the destination environment.

Content Type (mandatory)

Select In-Person Course.

In-Person Course (mandatory)

Select all the trainings from the source environment that will be replicated to the destination environment.

  1. Click Save to register the record

When you return to the list of replication registrations, the new registration will have the status WAITING. While it is in this status, you can:

  • Pause replication: click Select and then Pause in the list. The status will remain PAUSED until it is resumed. To restar, click Select and then Continue in the list.

  • Cancel replication: click Select and then Cancel in the list. The registration will have the status CANCELLED and cannot be resumed.

It is not possible to undo the sending of trainings that have already been sent at the time of the pause or cancellation.

Check the registration logs to see if any trainings have been sent.

If the registration is not paused or canceled, the status will be changed to COMPLETED when all the trainings are replicated to the destination environment.

Consult replication logs

To check the list of trainings for a registration and their sending status, follow the steps below:

  1. Click on Trainings in the main menu

  2. Click on the Replicate Contents submenu

  3. Search for the desired record

  4. Click on the Select option

  5. Click on the Logs option in the list

The Status column will indicate:

  • WAITING: the training are pending sending. If the registration has been canceled, the status will remain WAITING, but sending will not take place.

  • COMPLETED: the training has been sent to the destination environment.

Configure training in the destination environment

After replication has been completed, some settings for the replicated training must be adjusted, as instructed below:

Even though the training is active in the source environment, it will be replicated as deactivated in the destination environment so that settings can be made before activation.

  1. Access the destination environment as an administrator

  2. Click on Trainings in the main menu

  3. Click on the In Person/Synchronous submenu

  4. Search for the replicated training in the Research bar in the top right corner

In the replication registration logs, the destination ID of the trainings will be indicated to facilitate the search.

  1. Click on the Select option

  2. Click on the To Change option in the list

  3. Change the fields:

Link to a training

Select the online/asynchronous training you wish to link to the in-person/synchronous training. This option can be applicable, for example, 1. in cases of in-person/synchronous training that are conducted in a hybrid manner, where a part takes place face-to-face and another part takes place on the platform, or 2. when the training takes place face-to-face, but the assessment will be conducted on the platform.

Instructor 

Select the person responsible for the training.

Profile (mandatory)

Select the profile(s) of the students.

Category

Select the categories you want to link to the training. They must be previously configured.

Activation (mandatory)

Select the Enabled option so that, when the training registration is completed, it will be possible to enroll students in it, or Disabled so that, when the training registration is completed, it will not be possible to enroll students in it.

You can also change the other fields replicated from the destination training if you wish.

  1. Click Save to change the registration

  2. Configure the satisfaction survey, if any

  3. Configure the attendance list

Repeat these instructions for all replicated trainings.

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