Education Grids
Managers and L&D leads use this process annually to review education requirements for their departments.
What is the Annual Grid Review?
This is the primary file format used for course upload within symplr.
What is SCORM?
These are policy, procedure, regulatory, or other changes that affect the learner's ability to understand and apply the content of a CBL.
What are Critical Content Changes?
After completing the Preceptor/Trainer/Validator CBL, learners are assigned this role with symplr learning.
What is the validator role?
When building a session, this status signifies that the session is open enrollment.
What is Available?
This is the primary purpose of Education Grids for employees and managers.
What is communicating learning requirements?
This LMS functionality is used to assign specific learners, a specific course or group of courses, with a specific due date.
What is a curricula?
These two CBL types must undergo an LMS Review.
What are New Devs and Update Years with functionality changes.
These 2 roles within L&D are responsible for attending accreditation survey meetings.
What are System Specialist and Clinical Development Generalist?
The OS has just been notified of a live class date change. These are 3 of the locations that must be updated.
What are rendezvous, Outlook, symplr, and possibly the Limited Offerings advert?
This field and value indicates a department, or position is no longer active in PeopleSoft and is automatically hidden from the Education Grid Training Report.
What is "NotInHCM", “True”?
We classify external vendors using these two designations.
What is Vendor Non-Customizable and Vendor Customizable?
These are three of the things every learning outcome must have.
What is an action verb, content, timeline for completion, and matching assessment question.
This term describes responsibility for managing specific programs, content, or operational areas for LIT Team members.
What is a portfolio?
These two forms are submitted by instructors/facilitators to concisely communicate what is needed for a training event.
What is Coordination Request Form and an Equipment Request Form?
A common reason a training title cannot be found in the Education Grid is because Education Grids use this broader designation versus the specific training title.
What is the Series Name?
A manager has reached out to a system specialist asking them to build a new CBL. The manager should have completed one of these instead of reaching out to a system specialist.
What is a Training Request?
This is the cycle classification for a CBL that was in an Update Year in 2026.
What is Assign Only 1?
This Education Grid Role and team is unable to make changes to training titles in the Educations Grids.
What is Coordinator role and CWD?
Following a live class, these are recorded within symplr and saved to the L&D shared drive
What are completed rosters?
These four levels can be used to assign training in the Education Grid.
What are Organization, Department, Job Title, and Position?
When one of these is received via email, the LSS must update the appropriate curricula assignments.
What is an Education Grid assignment change?
Previously "Frame Set," this is now the correct selection for the dropdown "SCO Launch Type" in the Course Settings.
What is "New Window"?
LIT is responsible for producing, maintaining and reviewing these 2 formats of resources within symplr Learnings How-To HQ.
What is written and video help guides?
This is the indicator that a roster must be sent to HR post class completion.
What is a certification course this not recorded the day after the class occurs?