Vision Features: Assignment Calculation by Hire Date & Add Employees to Groups

We are excited to share with you that today, we have added new tools for our admins to provide more flexibility within Vision, including the ability to calculate assignments by hire date and to add individuals to Groups! Here’s what’s happening. Vision Assignments by Hire Date For administrators, the Assignment Calculation by Hire Date option will provide … Continue reading “Vision Features: Assignment Calculation by Hire Date & Add Employees to Groups”

Get CEC Credits for Learners Available for Free in Vision

We are excited to announce that Vision learners can now get up to half of their NAA Continuing Education Credits (CECs) for free! http://info.gracehill.com/e/143301/to-half-your-cec-credits-free-/wn7lt/108847524Relevant Vision courses now count for up to half of the CEC requirements, and they are free to your learners because you are a Vision client. It’s our gift to you and your gift to your learners! … Continue reading “Get CEC Credits for Learners Available for Free in Vision”

Vision 2020 New Learner Experience Admin Customization Walkthrough (GHU)

Vision 2020 New Learner Experience Admin Customization Walkthrough Valerie Bailey has been with Grace Hill in multiple capacities for the better part of the last seven years and is excited to help our clients move to the new Vision 2020 Experience. Join her as she introduces you to the New Learner Experience and walks you … Continue reading “Vision 2020 New Learner Experience Admin Customization Walkthrough (GHU)”

Manage Assignments (Gold & Platinum)

Gold and Platinum clients: This article outlines the resources available in the Client Resource Center (CRC) to review the various ways within Vision that you can make assignments. Each guide listed below contains a hyperlink that can be clicked to go directly to the user guide to be reviewed or downloaded if needed. Administration:  Assignment … Continue reading “Manage Assignments (Gold & Platinum)”

Manage Data (Silver)

Silver clients:  This article outlines the resources available in the Client Resource Center (CRC) to review the various ways within Vision that you can manage data. Each guide listed below contains a hyperlink that can be clicked to go directly to the user guide to be reviewed or downloaded if needed. Data Manager: Data Manager:  … Continue reading “Manage Data (Silver)”

Manage Data (Gold & Platinum)

Gold and Platinum clients:  This article outlines the resources available in the Client Resource Center (CRC) to review the various ways within Vision that you can manage data. Each guide listed below contains a hyperlink that can be clicked to go directly to the user guide to be reviewed or downloaded if needed. Data Manager: … Continue reading “Manage Data (Gold & Platinum)”

Administration: Employees

Gold & Platinum clients:  The below guide will help you navigate through accessing and editing an individual employee’s profile information and roles in the New Admin Experience (including searching, filtering, and editing), as well as adding individual assignments.  Learn how to enable access roles for the employee, add/edit/exclude assignments, view transcript records, print/save completion certificates, … Continue reading “Administration: Employees”

Courses: Assign Positions, Locations, or Groups

The below user guide will assist system administrators with assigning a course to learners based on their Location, Position, or Group.

Resource Guide For Managers

Gold & Platinum clients:  Please find the below document created to be shared with your managers that have been given the Manage Team, Reporting, and/or Custom Role access roles.  This document reviews:  Groups, Manage Team, Reporting, Report Distributions, and Custom Role.

Data Manager: FAQs

Looking for answers to your questions in regards to the Data Manager?  Check out the below Data Manager: FAQs attachment below:

How do I add training to an employee that was completed outside of Vision?

To add training for an employee that was completed outside of Vision, follow the below steps to enter the training as an ‘Other Training Record’ on the employee’s transcript records: 1. From the New Admin Experience application, click Administration >> Employees. 2. Search and click on the employee’s name to open their employee profile. 3. Click … Continue reading “How do I add training to an employee that was completed outside of Vision?”

Manage Access Roles

Vision allows Administrators to set up particular access roles for employees that need varying levels of access to training functionality, reporting, and data. The following guides (select based on your Vision tier) will walk you through the availability of roles and how to set these roles up. Gold & Platinum Silver For more information on … Continue reading “Manage Access Roles”