How to Create an Optional Training Course Track


Offering optional training to learners is a terrific way to provide career advancement training to your employees, both supervisors and non-supervisors. While you can certainly make courses available on an individual basis, or with the Assign Training tool, we recommend the ease of creating a Course Track to do this.

Creating a New Course Track

1. Create a new Course track and save the Name and Description

  • Click on Course Tracks in the Professional Tools column
  • On the main page of the Course Tracks tool, click the Create New Course Track button.
  • On the Create New Course Track page, enter the Name of the Course Track, the email recipients of the daily status emails for the Course Track, a Description of the Course Track (This will be visible to the learner in their learner portal), and a Code for internal use if necessary. When you have entered all the information, click the Save Info button.

2. Select the training for the Course Track:

  • After saving the Course Track Info, you will add training to the Course Track. Click the Select Training button.
  • On the Select Training Objects page, use the list of courses to choose the training you want to make available with the Course Track. Click on each course you wish to assign, check the Make Selected Training Objects Optional checkbox, and when you are satisfied with your selection, click the Add Selected button. 
  • When you are finished, click the Done button to return to the main Course Track page and select the learner group the Course Track will assign the training to.
  • You will see the course listing on the Edit Course Track page. All courses with an asterisk before the name are considered optional training.

3. Select the Learner Group you are assigning the Course Track to:

  • On the main Course Track page, scroll down to the Learner Group section. The default selection is to assign to all active learners on your account. You can select any learner group you have created. Only one learner group can be selected for a Course Track.
  • On the Learner Group selection page, click the Select button for the learner group you want to assign the Course Track to. Once you've selected a Learner Group, the learner group will be listed at the top. You can remove the learner group by clicking the red Remove button.
  • Finish setting up your Course Track by clicking the Done button at the top of the main Course Track page.


4. Activate the Course Track

  • The first time after you've created a Course Track, the track will show in the list of Course Tracks in blue. If you see your Course Track listed, just click the Activate button. (If you don't see your Course Track listed here, uncheck the Active Course Tracks option to see previously created inactive Course Track)

Once you've activated the Course Track, it will run every morning at 3:00 AM Pacific Standard Time as long as the Course track is active.

Enable Optional Training Tab in Learner Portal

The Find Training tab which shows optional training must be enabled on the Learner Portal for learners to see the training available to them. 

  • Customize the name of the Find Training module by editing the default name.
  • Make the module visible to the learner by selecting Show this module in the learner portal.
  • Click the black Update button to confirm changes.


Email Notifications

No assignment email will be sent when a Course Track contains ALL optional courses. This allows you the ease of making courses available but not treating them as mandatory assignments. It is recommended you make note of available training on a training assignment email or send a communication specifically about Optional Training through the Email Learner Group Tool

Suggested email textOnce you are in your Learner Portal, you can view the Optional Courses tab for additional course offerings available to you.  

Please Note: Once learners enroll in these courses, they are considered assigned and will meet the criteria of an incomplete assignment when automatic email reminders are sent out.