Audience
- Learning Credit Managers
- Training Administrators
Overview
Use the steps below to transfer learning credits (LCs) from one credit pool to another credit pool. To Transfer Learning Credits to a related account, refer to Transferring Learning Credits to a related account.
NOTES:
- Use Allocate Learning Credits to give users LCs.
- LCs that are allocated (to users/learners) cannot be transferred. Allocated LCs need to be cancelled (put back in a pool) by the Learning Credit Manager before the LCs can be transferred. Refer to Cancelling Learning Credit Allocation.
Instructions
Access through the Learning Credit Management user interface (UI):
- In Now Learning, select Manage Learning Credits from your profile menu. The profile menu is located in the top, right of the screen with your initials or user name. The Learning Credit Management user interface (UI) displays.
- Select Credit pool detail tab.
- On the left panel, select an active learning credit pool from which you will transfer credits.
- Select Quick Actions.
Image example of Quick Actions. - Select Transfer Learning Credits between pools. Transfer Learning Credits between pools form displays.
Image example of transfer learning credits form. - Use the table below as a reference when filling out the form. Entry is required in all fields.
NOTE: Select the ? icon for more information in each field, if needed - Select the Submit button.
Two records are generated:
-
- A new pool allocation record
- For the destination pool loaded with the transferred credit amount.
NOTE: The transferred LCs keep their original start and expiration dates, even if transferred into a destination pool with different dates.
- For the destination pool loaded with the transferred credit amount.
- A Transfer credit transaction record
- Logging the amount of credits transferred noting both the source and destination credit allocations.
Fields on the Form Field Name Description Source Pool - This is the credit pool to transfer learning credits from.
- This field is populated with the current credit pool selected. You can update the credit pool if needed.
- Select the i icon to preview the record for the current pool. Select Esc on the keyboard to close this record.
- Select the Source Pool pull-down menu to change the credit pool, if needed.
IMPORTANT: Expired Learning credits cannot be transferred. Ensure the Source pool contains available active learning credits
Source Allocation - Credit allocation to transfer learning credits from.
- Select the specific pool credit allocation from which credits will be deducted.
- The start and expiration dates from this pool allocation will be carried over as part of the transfer.
Destination Pool - The credit pool to which the credits will be transferred.
- Select the Destination Pool pull-down menu to select the required pool.
IMPORTANT: Make sure you are an active listed manager for the destination pool. Otherwise, no credits pool will be displayed in the dropdown selection.
Credits - The number of credits that will be deducted from the source pool and transferred to the destination pool.
- Logging the amount of credits transferred noting both the source and destination credit allocations.
- A new pool allocation record
Access through My Task:
- In Now Learning, select My Tasks under your profile menu. The profile menu is located in the top right of the screen with your initials or user name. Your tasks display.
- Select the Create Request button. The catalog items are displayed as a list or tiles.
- Select Transfer Learning Credits. The Transfer Learning Credits form screen displays.
- Follow the same steps 6-7 noted above.