Create and Manage Transcript Attribute Categories

Course administrators can create custom transcript attributes to include in learners' transcript details for courses they have enrolled in. have. These can be included in the transcript details for learners' assigned courses. 

You can assign values to transcript attributes in the Transcript Details page for learning modules and in the Group Enrollment page in the Catalog Editor. When learners are group enrolled in a course, the values assigned in the Group Enrollment page are saved to the learners' transcripts. The values can be changed in the Transcript Details page.

To configure transcript attributes, your user role must have unrestricted access to the Catalog Configuration feature in System Roles (Catalog Manager Features > Catalog Configuration).

Create a Transcript Attribute Category

To create a transcript attribute

  1. Go to Manage Center > Learning > Catalog Configuration > Transcript Attribute Categories. 
  2. Click + Create New Transcript Attribute. 
  3. In the Attribute Code field, enter a unique code for the attribute.
  4. In the Name field, enter a descriptive name for the attribute.  For multi-language systems you can enter the label key that will be used to look up the localized name in the user's preferred language.
  5. In the Type field, select the type of data represented by the attribute.  Transcript attributes can be any of the following data types, which determine what type of values can be assigned to them:
  • Free text (a single line of text up to 255 characters)
  • Text area (multiple lines of text)
  • Drop-down (select the value from a list).  Note: You will need to save the attribute before you can add values to the drop-down list.
  • Numeric (In PeopleFluent Learning versions up to and including 21.04, fractional numbers less than 1 must start with a zero; for example, 0.75, not .75).
  • Check box
  • Date (a calendar tool to select a date)
  1. If you selected Numeric in step 5, select the check box if you want to show the sum of the values when printing or reporting the attribute.
  2. In the Display Areas Settings section, select the areas where you want the attribute to be available.
  3. Click Save. The attribute is added to the list in the Transcript Attribute Categories page.
  4. If you selected Drop-down in step 5, configure drop-down values.
  1. Scroll down the page and locate the Transcript Attribute Values section
  2. Click Add New Option.
  3. Configure the value.
  4. Repeat steps a-c to include additional values.
  5. Click Save.
  1. Click the Permissions button to set the access permissions for the Transcript attribute.

Set the Transcript Attribute Permissions

Once you have saved a transcript attribute, you can assign permissions. 

To set the transcript attribute permissions

  1. Go to Manage Center > Learning > Catalog Configuration > Transcript Attribute Categories. 
  2. Locate the appropriate transcript attribute. 
  3. Click the action menu and select Permissions.
  4. Set the permissions as required.

Edit a Transcript Attribute

You can edit a transcript attribute to change its code and display name, change the areas it can be used in the LMS or add/edit/remove available options in drop-down lists.

To edit a transcript attribute

  1. Go to Manage Center > Learning > Catalog Configuration > Transcript Attribute Categories. 
  2. Locate the appropriate transcript attribute. 
  3. Click the action menu and select Edit.
  4. Make the updates as necessary.
  5. Click Save.

Delete a Transcript Attribute

To delete a transcript attribute

  1. Go to Manage Center > Learning > Catalog Configuration > Transcript Attribute Categories. 
  2. Locate the appropriate transcript attribute. 
  3. Click the action menu and select Delete.
  4. Click OK.