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Stringency Rules

Learners are often part of several different training groups and can have individual training requirements assigned as well. As a result, a learner may have the same course assigned multiple times. Overlapping training requirements may have different settings for initial training, recurrences, due dates, and retraining windows.

Multiple listings in a user’s learning plan can be confusing, especially if due dates are not the same. Therefore, only one assignment of the course is displayed on the user’s learning plan from any overlapping Advanced Compliance assignments. Skillport determines which assignment to display by using a process called stringency.

The application of stringency rules for a group or individual determines which one of multiple training assignments takes precedence over the others. Individual training assignments always take precedence over assignments made through a group. This gives an administrator the option to make exceptions at an individual level.

Stringency rules apply in the following order of descending precedence:

Training Requirement Property

Precedence

Individual or Group Requirement

Individual Requirement is more stringent

Required or Optional

Required is more stringent

Training Type

  • Recurring by Completion Date (RCD) is most stringent
  • Recurring by Due Date (RDD)
  • One Time Only (OTO) is least stringent

Validity in Days

The shortest validity or recurring period is more stringent

Due Date (for RDD requirements only)

The earliest due date is more stringent

Assessment minimum score

The highest minimum score is more stringent

Although the learner only sees one assignment, all the unseen assignments for the same course remain in the system as unique group or individual training requirements; training requirements are not combined to form a hybrid requirement. When a training requirement is determined more stringent, all parameters for that particular requirement are given to the learner.

For instance, a Required assignment for Back Safety is more stringent than an Optional assignment for Back Safety. If the Required assignment has a passing threshold of 80%, the learner will be required to achieve at least 80% on the course exam, even if the Optional assignment has a 100% passing threshold. This same decision hierarchy applies when determining how an inherited assignment may be edited at the group level. For example, an administrator may edit an optional assignment to Required but cannot edit a required assignment to Optional. When the administrator changes the assignment to Required, he can also make other options less stringent (for example, change the Optional RCD to a Required RDD).

Example:

Jane Smith is a member of the following demographics:

Location: Knoxville

Job Role: Welder

Division: East

She has received several training requirements for Fire Safety:

Assignment #1: Individual training requirement that is Optional

Assignment #2: Group training assignment for the Welders Training Group that is Required by Due Date (RDD) in 90 days

Assignment #3: Group training requirement for Knoxville/East Training Group that is Required by Completion Date (RCD) in 180 days

When Jane opens her learning plan, she will see that she has Fire Safety as an Optional course with no due date. This was the individual training Assignment #1, which takes precedence over any Group requirements.

If the Training Administrator decides that the course is required, he can either delete the individual training requirement or change its parameters. If Jane’s individual training assignment #1 were deleted, when she opens her learning plan, she will see that the two remaining Group requirements for Fire Safety are both Required. Assignment #3 is RCD, which takes precedence over RDD in assignment #2. Jane would now see that Fire Safety was a required course due in 180 days.