Import Zensai training packages into Learn365

Introduction

If your organization has purchased a Zensai training package, catalog admins can import Zensai-provided training directly into a Learn365 catalog without contacting Zensai Support.

The import runs in the background, so you can continue working in Learn365 while content is processed. Once imported, Zensai-provided training can be managed alongside all other training on the Training Management page.

This article explains how to import and update Zensai-provided training, find imported Zensai content, and review import activity in the audit trail.

Who can import Zensai training?

Catalog admins can import Zensai-provided training into catalogs they manage, provided the organization is licensed to receive the content.

What is imported?

Only the training you select is imported. If you select a training plan, its courses are also imported. Promotional courses aren't imported.

Imported training includes:

• Basic details, thumbnails, and banners
• Categories and skills
• Certificate templates
• Learning modules and learning items, including SCORM packages, quizzes, assessments, and documents
• Completion sets
• Training plan structure.

Newly imported training is created in the Unpublished state.

Review and publish the imported training when you're ready to make it available to learners. Imported training can be managed from the Training Management page in the same way as other catalog content. For more information, see Find imported Zensai training.

Keep imported Zensai training up to date

Catalog admins can keep imported Zensai training up to date directly from Learn365.

When new or updated content becomes available in a Zensai training package licensed to your organization, you can review available content and selectively import or update training.

Content status indicators

Training in a Zensai training package displays a status that indicates its availability in the current catalog and whether updates are available.

A training plan can contain courses with different statuses.

Import or update Zensai training

1. Go to the Learn365 Admin Center > select a catalog > Training Management > Import courses > Zensai. The Import Zensai courses panel opens.

Here, you can see the training included in your licensed Zensai package, together with its current status.

2. Find the training you want to import or update.

To help find relevant training, you can use:

• Status filters. By default, All is selected and displays all available training. Select Imported, Not imported, or Update available to display training with the corresponding status. These filters are displayed as tabs near the top of the panel.
• The Select Filter drop-down. Filter the displayed training by Training Type or Category.
  • For Training Type, select e-Learning, Instructor-Led-Training, or Training Plan. Choose Select all to include all training types.
  • For Category, enter all or part of a training category in the search field.
• The Search field. Enter all or part of a training title to filter the list.
• The Sort by drop-down. Options are Best match, Date modified, Title ascending, and Title descending.

To clear the filters you've applied, select Reset filters.

You can also select a course or training plan title to open a details panel with additional information. To return to the Import Zensai courses panel, close the details panel.

3. Select the training that you want to import or update.

To select all displayed training, choose the Select all checkbox above the list. Alternatively, select individual checkboxes to choose specific training.

4. Select Import.

Training with the Not imported status is imported, and training with the Update available status is updated. You can import and update training in the same operation.

The operation runs in the background.

A notification is displayed when the operation starts, completes successfully, or fails.

When existing training is updated

When imported Zensai training is updated, changes to the source training are synchronized with the imported training. What is updated or preserved depends on the type of information.

The following information is synchronized with the source:

• Basic training information, including the title, descriptions, thumbnail, categories, skills, and duration
• Training content, including SCORM packages, learning modules, quizzes, assessments, and completion sets
• Training plan membership, course order, and prerequisites.

When a training plan is updated, courses that are no longer included in the source training plan are removed from the imported training plan. Courses that were manually added to the imported training plan are preserved if the ID field in the Basic details section of the course configuration panel is empty.

Changes that a catalog admin has made to this basic training information are preserved when the training is updated.

The following course settings are also preserved:

• Enrollment settings
• Due dates
• Expiry settings
• Targeting
• Certificate template.

When imported training is updated, it's set to the Unpublished state, even if it was published before the update. Review and publish the updated training when you're ready to make it available to learners.

When Zensai-provided training is no longer available

If Zensai-provided training is removed from the source package, previously imported training isn't automatically deleted or unpublished from your catalog. However, it no longer appears on the Import Zensai courses panel and can't receive further updates through the Zensai import process.

If an import or update fails

Each selected course and training plan is processed independently. If one item fails to import or update, this doesn't roll back successfully processed items.

A notification informs you if an operation fails. Try importing or updating the affected training again.

If the issue persists, contact Zensai Product Support.

Limitations

The following limitations apply:

• Updates must be initiated manually by a catalog admin.
• Reverting imported training to a previous version isn't supported.
• Learn365 doesn't display a detailed comparison between the current and updated training content.
• Historical version management isn't available.

Find imported Zensai training

After a successful import, Zensai training is displayed alongside all other training in the catalog. To display only Zensai-provided content:

1. Go to the Learn365 Admin Center > select a catalog > Training Management. The Training Management page opens.

2. From the Select Filter drop-down, select the Content from Zensai checkbox in the Other section.

The training list updates to show only training imported from a Zensai package.

The Content from Zensai filter can be used together with other filtering and search options to help you locate imported training more easily.

Audit trail

Imports and updates performed through the Zensai import process are recorded in the Learn365 audit trail.

Audit entries record:

• The imported or updated training item.
• The user who performed the action.
• When the action occurred.

This information can help organizations track content changes and support governance and compliance requirements.

For more information:

• About the events recorded in the audit trail report, see this article.
• About running the audit trail report, see this article.