PeopleFluent is pleased to announce the PeopleFluent Learning 25.02 update. PeopleFluent Learning 25.02 was released for general availability on February 28, 2025. If you are a hosted (SaaS) customer, please contact your PeopleFluent Customer Success Manager to request a schedule for upgrading your sites.This documentation describes the functionality changes in PeopleFluent Learning 25.02, including new and deprecated features. If you have any questions about the enhancements or the new features, please contact your PeopleFluent representative.

General Updates

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Capture and Manage Certifcation History

Functionality

In Release 25.02, we have added the ability to capture Certification history in PeopleFluent Learning.  When this feature is enabled, PFL will record history for events as described below:

Several application updates have been made to support this feature, including:

• Ability to enable automatic deletion of group-awarded certificates by Job Profile Group or Competency Group when a user no longer meets the criteria.
• Updated functionality around deleting certifications.  Previously, when a certification was deleted, it was simply removed from a user's history.  When the Certification History feature is active, the deletion will be recorded in history, as with all other events. As a result:

• The ability to delete certifications has been included in additional locations.
• When deleting certifications, there are fields available to capture historical information.
• New sections/tabs show deleted certifications to both learners and managers/reviewers.

• New fields available when awarding certifications (both manager/administrator awarded and self-awarded) to capture information for the history.
• New and updated data loaders that allow certification history data to be imported.

Details

Certification History Activation and Permissions

Enabling Certification History

In order for the various updates and new functionality to be available, the Certification History feature must be enabled by an administrator.  

1. Go to Manage Center > System > General Settings > System Configuration and choose Certification from the Select a Category field.
2. Locate the Enable Certification history field and click the checkbox.

3. Click Save.

Enabling Automatic Deletion of Group-Awarded Certificates

When an organization enables this setting, certifications that were awarded by a Job Profile Group or Competency Group are automatically deleted when a user no longer meets the criteria.

1. Go to Manage Center > System > General Settings > System Configuration and choose Certification from the Select a Category field.
2. Locate the Enable Certification history field and click the checkbox.

3. Click Save.

New Permission Related to Certification History

When the feature is activated, a new Certification History role access control is available.  This permission controls a user's ability to view, manage and/or upload certification history.

1. Go to Manage Center > Users > Roles and Permissions > User Roles. Locate the appropriate role and open it for editing.
2. Go to Review Sub-Menu Features and locate the Certification History permission. Set the permission using one of the following options:

• No Access - Users have no access to Certification history.
• Read Only - Users can view Certification history.
• Unrestricted - Users can view Certification history and can upload Certification history data.

3. Click Save.

Updated Functionality for Deleting Certifications

When the Certification History feature is enabled, certification deletion is captured in the history vs. simply removing the certification. 

Ability to Delete Certifications in the Learning Center

To support the new feature, we have added the ability to delete one or more certifications in a learner's Learning Center.  On the Certifications screen, take one of the following actions:

• To delete a single Certification, locate the Certification and click the action menu .  Select Delete.
• To delete multiple certifications, click the checkbox for each item.  In the Bulk Action menu, select Delete Certification. 

New Screen to Capture History Fields when Deleting a Certification

Previously, when a certification was deleted, a manager/reviewer was not required to enter any additional information since the competency was simply removed.  When Certification History is enabled, a window will display where historical information can be entered.

• Comments (required) - Here, you will enter a description providing the details of the certification deletion.
• Requestor - If you are deleting the certification on another user's behalf, you can select that user in this field.
• Attach File - In this field, you can attach files with supporting documentation.

Deleted Certifications Displayed in the UI

Learner View of Deleted Certifications

The Certifications screen in the Learning Center has a new tab to display deleted certifications.

Reviewer (Managers/Administrators) View of Certification History

A new section is available on the Certifications screen in the Learning Center where managers/administrators can view a learner's deleted certifications.

Additional Fields when Awarding Certifications

Anywhere a reviewer can make manual changes to a Certification (awarding or deleting), there are new fields available to capture additional auditing information to be included in the history.

• History Comments (required) - Here you will enter a description providing the details of Certification award.
• Requestor - If you are awarding the Certification on another user's behalf, you can select that user in this field.
• Attach File - In this field, you can attach files with supporting documentation.

New and Updated Data Loaders

New Certification History Data Loader

To support this feature, a new Certification History Data Loader is available to import Certification history.

1. Go to Manage Center > Learning > Certification Manager > Certification History Data Loader.
2. Click Download CSV file template to save the template to your local system.
3. Configure the template with the Certification history.  Please see the table below for additional details.
4. Once configured, return to the Certification History Data Loader screen. Click + Import CSV file... and follow the steps to import the file. 

Certification History Data Loader Fields

Changes to the Awarded Certificates Data Loader

Additional fields have been added to the Awarded Certificates Data Loader.

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Slack Notifications

Functionality

In Release 25.02, PeopleFluent has introduced the ability to send internal PFL notifications through Slack. When fully enabled, notifications that are typically sent via email will also be delivered as Slack notifications. This includes all notifications intended for the user, with an option to receive notifications for those in which the user is copied or blind-copied.

Activating this feature requires configuration at the organization, role, and user levels, including:

• Creating/Configuring a Slack application with appropriate permissions.
• Activating role-based access to related administrator and user tasks.
• Setting up Slack workspaces for the organization, which can then be selected in the user profile. This task is carried out by an administrator with the required permission.
• Choosing Slack workspaces and setting notification preferences in the user profile. This task can be carried out by an administrator, or by the users themselves if they have the required permission.

Details

Configure the Slack App

Use of this functionality requires a Slack application with appropriate permissions to communicate with PFL.  Create or update a Slack application, and on the OAuth & Permissions page, add the following Bot Token Scopes:

• channels:manage
• channels:read
• chat:write
• groups:write
• im:write
• mpim:write
• users:read
• users:read.email

Enable Role Access for Workspace Configuration

The Slack Workspace Configuration permission can be granted to a role, enabling administrators assigned to that role to view or manage Slack workspaces.

To set the permission:

1. Go to Manage Center > Users > Roles and Permission > System Roles. 
2. Locate the appropriate role and click on the role name to open it.
3. In the left menu, select Manage Features and scroll to the User Manager Features section.
4. Locate the Slack Workspace Configuration permission and choose one of the following options:

• To allow the role view-only access to Slack workspaces, select the Read Only radio button.
• To allow the role to create and manage Slack workspaces, select the Unrestricted radio button.

5. Click Update access control settings.

Configure Slack Workspaces on the Organization Level

Administrators who have Unrestricted Access to the Slack Workspace Configuration permission can create and manage workspaces.

Create a New Workspace

To create a new workspace:

1. Go to Manage Center > Users > User Manager > Slack Workspace Configuration.
2. Click + Create Slack Workspace.
3. Configure the fields:

• Name - Enter a name for the workspace.  This text will be displayed to users when they select a workspace in the user profile.
• Description (optional) - Enter an optional description for the workspace.
• Slack Workspace - Enter the Slack URL.
• Slack Application OAuth Bot Token - Enter the token.  The OAuth token can be found in the OAuth & Permissions tab of the Slack api page for your Slack app.

4. The workspace is active by default.  Clear the Active checkbox if you do not want the workspace to be active immediately.
5. Click Save.

Set User-Specific Access Permissions

You can assign permissions to specific users, user groups, roles, and more, allowing them to access a workspace configuration. To set the permissions:

1. Locate the appropriate workspace and take one of the following actions:

• Open the workspace for editing and click the Permissions button.
• Click the action menu and select Permissions.

2. Configure the permissions as necessary.  Read Only Access allows users to view the workspace configuration details.  Unrestricted Access allows users to view and make updates to the workspace configuration details.
3. Click Save.

Delete a Slack Workspace

To delete a workspace, locate the appropriate workspace and take one of the following actions:

• Open the workspace for editing and click the Delete button.
• Click the action menu and select Delete.

Enable Role Access for Managing Slack Workspaces in the User Profile

A new Notifications tab is available in the user profile.  Here, users can view or manage Slack notification configuration. In order to access this tab, a user must have the Notifications permission.

To set the permission:

1. Go to Manage Center > Users > Roles and Permission > System Roles. 
2. Locate the appropriate role and click on the role name to open it.
3. In the left menu, select Personalization Features.
4. Locate the Notifications permission and configure the permission as necessary. Read Only Access allows users to view the Slack notification configuration.  Unrestricted Access allows users to view and configure Slack notification configuration. 

5. Click Update access control settings.

Set up Slack Notifications in Your User Profile

Users with Unrestricted Access to the Notifications permission can set up Slack notification preferences in their user profiles.

To set up Slack notifications in your own user profile:

1. Go to My Profile and click the Notifications tab.
2. In the Enable Slack Notifications field, select Yes from the drop-down options.
3. In the Select notifications to send to Slack field, choose one of the following options:

• Only notifications sent TO me - choose this option to get notifications only when you are the direct recipient of the notification.
• Both notifications sent TO me and where I am copied - choose this option to also receive notifications when you are CC'ed. 

4. In the Slack Workspace field, select the appropriate workspace from the drop-down options.

5. Click Submit.

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New System Maintenance Tasks

Functionality

In Release 25.02, we have added several system maintenance tasks.  These tasks are related to report and email clean up.  A new System Maintenance category is available in System Configuration.  All new tasks are enabled and configured in this category.

Details

Remove Finished Scheduled Reports Task

A task is available that reviews and removes entries and files related to scheduled reports with a FINISHED status. The task will remove data for reports that entered Finished status within a specified period.  For example, if the task is configured to keep data for finished reports for 10 days, the task will remove the data for any reports that finished more than 10 days prior.

Once enabled and configured, the Remove Finished Scheduled Reports task will run weekly.

To enable and configure the task:

1. Go to Manage Center > System > General Settings > System Configuration. 
2. In the Select a Category field, choose System Maintenance.
3. Configure the Remove Finished Scheduled Reports (# of days to keep, 0 to keep all) field by entering a value. Additional information:

• A value of 0 will keep all finished scheduled report data. The value is set to 0 by default.
• A value of 1-3650 (Max) is the number of days that the weekly task will use to evaluate whether or not scheduled report data should be removed.  

4. Click Save.

Remove Orphaned Schedule Reports Task

A task is available that will review current scheduled reports and take the following actions:

• Delete all scheduled reports that were created by a user account that does not have a status of ACTIVE or SUSPENDED.
• Remove users who are not ACTIVE or SUSPENDED from being delivery recipients of scheduled reports.
• Mark scheduled reports as Finished if there are no delivery recipients with active user accounts.

Once enabled, the Remove Orphaned Scheduled Reports task will run weekly.

To enable the setting:

1. Go to Manage Center > System > General Settings > System Configuration. 
2. In the Select a Category field, choose System Maintenance.
3. Click the Remove Orphaned Scheduled Reports checkbox.
4. Click Save.

Email Notification Clean Up Task

A task is available that removes email notifications within a specified period.  For example, if the task is configured to keep email notifications for 180 days, the task will remove notifications that are more than 180 days old.

Once enabled and configured, the Email Notification Clean Up Task will run weekly.

To enable and configure the task:

1. Go to Manage Center > System > General Settings > System Configuration. 
2. In the Select a Category field, choose System Maintenance.
3. Configure the Email Notification Cleanup Period field by entering a value. Additional information:

• A value of 0 will keep all email notifications. The value is set to 0 by default.
• A value of 1-3650 (Max) is the number of days that the weekly task will use to evaluate whether or not email notifications should be removed.  

4. Click Save.

Batch Report Cleanup Task

A daily task is available that reviews and removes batch report entries and files that are older than the specified clean up period. For example, if the task is configured to keep data for batch reports for 10 days, the task will remove the data for any batch report that ran more than 10 days prior.

To enable and configure the task:

1. Go to Manage Center > System > General Settings > System Configuration. 
2. In the Select a Category field, choose System Maintenance.
3. Configure the Batch Report Cleanup Period field by entering a value. Additional information:

• A value of 0 will keep all batch report data. The value is set to 0 by default.
• A value of 1-3650 (Max) is the number of days that the daily task will use to evaluate whether or not batch report data.  

4. Click Save.

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Default Skin Updates

Functionality

In release 24.09, a default skin was made available for PeopleFluent Learning.  In this release, we are adding new capabilities that allow organizations additional control and flexibility when using the new default skin.

Details

Making Existing Skins Work with the New UI

Customers who have an existing skin they want to use with the New UI, are able to do so starting with 25.02. 

• lms-ui_variables.css - This file allows you customize variables such as primary, secondary, and other colors to align with their branding requirements.
• lms-ui_custom_styles.css - This file provides further flexibility by allowing you to override the default styles of the new UI.

PeopleFluent Professional Services can assist with scoping and setting up an engagement for PeopleFluent to make the necessary changes.  For customers who want to make the changes themselves, further instructions can be provided.

Allow New UI Home Page to Display Longer Titles

For more information. please contact the PeopleFluent support team.

Global CSS

In 2021, the PeopleFluent design team started a project to make the user interface in all PeopleFluent products more consistent.  One of these efforts included having Cascading Style Sheets that would be centrally located as "peoplefluent global css" files.  Our new design, which includes the new default skin, removes references to these files.

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Learning Program Updates

Program Session Enrollment Limitations

Functionality

In Release 25.02, we have added new options to manage enrollment limitations for Program sessions including:

• The ability to set minimum and maximum enrollment limits for a Program session.
• The ability to specify the number of days before a session start date up to which learners can withdraw from a Program session.
• The ability to manage how waitlists are handled for a Program session.
• The ability to transfer a learner who is dropped from the waitlist to a specific Program session.

Details

Configuring Program Session Enrollment Limitations

To configure enrollment limitations:

1. Go to Manage Center > Learning > Catalog General Settings > Learning Modules.
2. Locate the appropriate Program learning module and click the Module title to open it.
3. Click Session Properties and choose an option from the Select a session: field.
4. Click Go.
5. Enrollment limitation settings are located on the Assign Module screen, in the General Session properties section.  The following options are available:

• In the Enrollment Limits field,  enter the minimum number of enrollees in the Min: field and/or the maximum number of enrollees in the Max: field. Note: The maximum can be based on the capacity of the training facility, which is defined in the # of Seats field in the Facilities page. 
• Click the Reserve seats for learner enrollments pending approval checkbox to allow learners with pending approval status to reserve a seat in the class.
• In the Cannot withdraw/transfer within field, enter the number of days before the start up to which users can withdraw from the session.
• In the Waitlist Handling field, make a selection from the drop-down options:

• Automatic Upgrade - When all available seats are taken, additional enrollment requests are waitlisted.  When a seat becomes available, the system enrolls the waitlisted users in order of enrollment.
• Manual (Administrator) Upgrade - When all available seats are taken, additional enrollment requests are waitlisted.  Subsequent requests are waitlisted until the list is emptied by ad administrator and a seat becomes available again.
• Waitlist all learners - All enrollment requests are waitlisted, regardless of maximum seats setting.
• No waitlist - The maximum seats setting has no effect.
• Manual (Administrator) Upgrade without Reserving Seats - Upgrade without reserving seats.

• You can automatically assign users who have been dropped from the waitlist to another session.  To do this:

1. Click the Transfer users dropped from waitlist to the following session checkbox.
2. Select a session in the drop-down field directly below the checkbox.

6. Save the updates by clicking the Save  icon in the top-right toolbar.

Updates to the Program CSV Loader

New fields have been added to the Program CSV Loader related to enrollment limitations.

For additional information about using the Program CSV Loader, please see the PF Learning online help.

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Prompt Users to Select a Program Session

Functionality

In Release 25.02, we have added the option to use a session as a placeholder for assigning a Program to a learner.  To accomplish this, a new Session Status is available that will prompt a learner or reviewer to select an active Program session upon enrollment.

Details

Configuring the Status

To configure the Prompt user to select session status for a Program session:

1. Go to Manage Center > Learning > Catalog General Settings > Learning Modules.
2. Locate the appropriate Program learning module and click the Module title to open it.
3. Click Session Properties and choose an option from the Select a session: field.
4. Click Go.
5. On the Assign Module screen, locate the Session Status field.
6. Select Prompt user to select session from the drop-down options.
7. In the User(s) who is/are allowed to select the session field, choose the appropriate option.
8. Click the Make "Prompt user to select session" available for self-enrollment checkbox to allow a user to choose a session when self-enrolling.
9. Click the Show session selection reminder checkbox to set a reminder for a user upon each login to the LMS.

10. Save the updates by clicking the Save  icon in the top-right toolbar.

Updates to the Program CSV Loader

Existing SessionStatus Field Update

The SessionStatus field can now accept new values as detailed below:

New Fields

New fields have been added to the Program CSV Loader as detailed below:

For additional information about using the Program CSV Loader, please see the PF Learning online help.

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Transfer Participants between Program Sessions

Functionality

In Release 25.02, we have added the ability to transfer participants enrolled in a Program session to a different Program session, as long as they have not completed their currently assigned session.  Participants can be transferred individually or in bulk to an alternative session.

Details

To transfer participants between sessions:

1. Go to Manage Center > Learning > Catalog General Settings > Learning Modules.
2. Locate the appropriate program learning module and click the Module title to open it.
3. Click Session Properties and choose an option from the Select a session: field.
4. Click Go.
5. Click the Participants option.
6. Choose one of the following options:

• Transfer an individual participant to another session:

1. Locate the participant in the list.
2. Click the action menu  and select Re-enroll to alternative session.
3. In the Select a target session field, select a session from the drop-down options.
4. Click Enroll. The participant is removed from the list for the current session. 

• Transfer multiple participants to another session:

1. Click the checkbox to the left of the action menu for each participant you would like to transfer.
2. In the Bulk Action field select Re-enroll to alternative session.
3. In the Select a target session field, select a session from the drop-down options.
4. Click Enroll. The participants are removed from the list for the current session. 

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Report Updates

Reports Dashboard Chart Updates

Functionality

PeopleFluent Learning uses the FusionChart tool for charts that display on the Reports > Dashboard screen.  In Release 25.02, there are a few updates related to FusionChart.

Details

Charts Changed from Three-Dimensional to Two-Dimensional

Dashboard users will notice that FusionChart charts now display as 2D images vs. 3D images, as in previous releases.  Example:

Previous 3D View:

New 2D View:

FusionChart Theme Management

FusionChart provides several default themes, along with the ability to create custom themes.  Information about custom themes will be available via the Support Knowledge Base later this year.

In Release 25.02, we have added the ability for administrators to select a FusionChart theme in System Administration. To change the theme:

1. Go to Manage Center > System > General Settings > System Configuration. 
2. In the Select a Category field, choose General.
3. Scroll to the bottom of the screen and locate the Configure FusionCharts theme field.
4. Select a theme from the drop-down options.
5. Click Save.
6. Navigate to Home > Reports > Dashboard to view the updated charts.  Repeat steps 1-5 if you would like to choose another theme.

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Legal Notice

This document has been created for authorized licensees and subscribers ("Customers") of the software products and associated services of Learning Technologies Group, Inc. by its division PeopleFluent and all of its affiliates (individually and collectively, as applicable, "PeopleFluent"). It contains the confidential and proprietary information of PeopleFluent and may be used solely in accordance with the agreement governing the use of the applicable software products and services. This document or any part thereof may not be reproduced, translated or retransmitted in any form without the written permission of PeopleFluent. The information in this document is subject to change without notice.

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