View and download a PDF version of the release notes

Resolved Issues

PeopleFluent Learning 26.10 includes a number of bug-fixes and you are encouraged to review them in the Resolved Issues Report.

PeopleFluent Learning AI

In release 26.10, we are introducing a new AI feature that provides the following AI tools:

• Suggest Course Description Improvements: Enter a course description and request that AI suggest improvements to the description text.
• Generate a Catalog Image: Request AI to generate a catalog image for a learning module based on the module title and description.
• Language Bundle Translations: Request AI automatically generate translated fields when language bundles are added to objects that use them. For example, if you add a French language bundle to a learning module, you can request for fields within the module to be automatically translated to French.
• Language String Translations: Request AI automatically translate individual text labels (strings) for a specific language.

Use of the AI feature requires set up. The feature must be enabled and at least one AI model must be configured. You can have multiple AI models and assign target audiences to each model. 

Enable the AI Feature and Configure the Settings

1. Go to Manage Center > System > General Settings > System Configuration.
2. In the Select a Category field select System.
3. Locate the Enable AI field and click the checkbox.
4. Configure the AI settings:

Each setting has a default value. We recommend that you start with these values and adjust as necessary.

5. Click Save.

Role Access Controls

AI Model Setup Permission

A new role access permission is available that allows role users to view and configure AI models.

1. Go to Manage Center > Users > Roles and Permissions > System Roles.
2. Click the action menu for the appropriate role and select Role Access Control.
3. Click Manage Features in the left menu and scroll to the System Administration section.
4. Locate and set the AI Model Setup permission.

5. Click Update access control settings.

Permissions can also be set at the model level. Please see AI Model Setup for additional information.

Access Features Permissions

A new role access permission is available that allows role users to use the AI tools.

1. Go to Manage Center > Users > Roles and Permissions > System Roles.
2. Click the action menu for the appropriate role and select Role Access Control.
3. Click Data Access Control in the left menu and scroll the Role General Permissions section.
4. Locate and set the AI Features permission (only Unrestricted is available).
5. Click Update access control settings.

AI Model Setup

Add or Edit a Model

1. Go to Manage Center > System > General Settings > AI Model Setup.
2. Select +Create New or open an existing model for editing by clicking its action menu and selecting Edit.
3. Select an option in the Provider field. We support the following:

4. Configure the settings. Each model type has similar setting values, although some are provider specific. In general, you will need the connection settings and API keys. For example, for Azure OpenAI, Azure will provide the base model, the API key and the API endpoint.

There are some advanced settings that are related to answer randomness. These fields will be more applicable in future releases.

5. Set the target audience. This allows different user groups to utilize different AI models. Options include:

6. Click Save.

Test the Connection

Ensure that the connection is valid by clicking the Test the Connection button.

Activate a Model

To activate a model for use, open the model for editing and click the Active button.

Set the Model Permissions

You can set permissions for configuring and viewing the configuration on the model level. Click the Permissions button.

• Read Only gives the selected users view-only access to the module.
• Unrestricted Access additionally allows the user to edit the configuration.

Permissions can also be managed from the main AI Model set up page. Click the action icon and select Permissions.

Delete a Model

To delete a model, locate the appropriate option on the AI Model page. Click the action button and select Delete. Alternatively, open the model and click the Delete button.

Using the AI Tools

Course Description

When the AI feature is active, course administrators can enter a course description use AI to make suggestions to improve and refine the text.

1. Add a learning module or open an existing learning module for editing.
2. On the Define Module Properties tab, enter text in the Description field.
3. Click the Improve with AI button. 
4. The Improve course description window opens. The text you entered appears in the Current description field, while the system generates new text. Once generated, the new text appears in the AI suggestion field.
5. Click Use Suggestion to use the new text. Click Generate Suggestion to generate another suggestion.

Catalog Image

When the AI feature is enabled, there is an option to generate a course catalog image based on the title and description.

1. Add a learning module or open an existing learning module for editing. Be sure the module has a title and description configured on the Define Module Properties tab for best results.
2. In the Catalog Configuration section click the Generate Image with AI button.
3. Click Use this Image. The image is assigned to the catalog entry and saved in the image repository.

Language Bundle Translations

When the AI feature is enabled, you can use AI to automatically translate object fields when a language bundle is added to the object.  The steps below demonstrate this process when adding a new language bundle to a learning module.

Locate the appropriate learning module. Click the action menu and select Manage Language Bundles.

1. Click +Add Language Bundle.
2. Choose an option in the Select a language to assign field. This enables the Auto-translate bundle content with AI slider. A list of fields that will be translated appears below it.
3. Click the slider to automatically translate the fields.

4. Click Add.
5. To review or edit the translations, return to the Manage Language Bundles page. Click the action menu for the appropriate language bundle and select Edit Bundle Content.

Language String Translations

You can customize individual text labels (strings) in the LMS user interface for a specified language (locale). For example, you might want to change the My Profile label in the user menu to read View My Profile. This change can be made using the Customize Language String feature. When the AI feature is enabled, there is an option to translate the strings using AI.

This feature is best used for new custom strings, such as custom report wizard report headers or custom attributes.

1. Go to Manage Center > System > System Utilities > Search/Customize Language Strings.
2. Change the option in the Language field to the target language.
3. Click the Add button.
4. Enter the label code in the UpdateString Key field.
5. Enter the label text in the String Text field.
6. Click the Translate with AI button.

Clear All Caches

In 26.10, a new feature allows you to clear all PFL caches, rather than having to clear each individual caches.

Clearing the Caches

1. Go to Manage Center > System > System Statistics > Object Cache Statistics.
2. Click the Clear All button.

Course Module Search API Changes

In release 26.10, the following changes have been made related to the Course Module Search API.

New Role Access Control

A new role access control has been added that allows all courses that match the search parameters to be returned for the user running the search, regardless of the Show in Catalog setting or the permission the user has to the courses. 

Change to the Course Module Search API

There are two changes to the API that will happen for users who have the setting enabled.

• The API will return courses that match the search parameters regardless of the Show in Catalog setting or the permissions for the module.
• There will be an entry for the Show in Catalog parameter added as a boolean (TRUE or FALSE), added after the Catalogs parameter.

Set the Role Access Permission

1. Go to Manage Center > Users > Roles and Permissions > System Roles.
2. Click the action menu for the appropriate role and select Role Access Control.
3. Click Data Access Control in the left menu and scroll to the Role General Permissions section.
4. Locate the Include all courses in Course Module Search API and click the Yes radio button.
5. Click Update access control settings.

Disable Scheduled Report on Failure

In release 26.10 we are introducing a new system setting that allows to disable a scheduled report when it fails. When the setting is enabled, a report that fails during execution will be marked as failed and will not run again. The report owner will still receive a failure notification email.

Enable the Setting

1. Go to Manage Center > System > General Settings > System Configuration.
2. In the Select a category field select System Maintenance.
3. Locate the Disable Scheduled Report on Failure field and click the checkbox.
4. Click Save.

LTI 1.3 Updates

In 26.10, we have made some minor updates to LTI 1.3.

Deprecated Fields

Two fields in the LTI Tool Setup were added, but never fully implemented:

• Send user data anonymously for this tool.
• Multiple enrollments/attempts are supported.

These fields have been removed from the UI.  Any existing data remains in the database, but isn't used. 

Added Context Type

Some LTI vendors require the Context Type to be part of the call made when launching an LTI course. Rustici Engine can send this, but PFL had to append this value.

Context Type has been added to the call and will work going forward for all new enrollments.  Any existing enrollments will not be updated, so affected users may need to be withdrawn and re-enrolled.

Rustici Engine Redirect

In release 26.10, when closing the Rustici player window, users will now be directed to an HTML file that closes the player. Previously, the player would remain open with a message that the window was loading.

Training History API Change

In release 26.10, there is a change to the Training History API. This API returns training records for the specified user (or for all users if user ID is not specified) in XML format. The deadline (due date) has been added. 

Switch User from User Manager

In release 26.10 we have added the ability to switch user view directly from the User Manager.  This option is available for users who have role access to to the Switch User feature.

Switch User

1. Go to Manage Center > Users > User Manager > Users.
2. Locate the appropriate user. Click the action menu and select Switch User.

3. On the Proceed to log in as another user... page, click Switch User.

Ability to Assign a Second Direct Appraiser

In 26.10 we are introducing the ability to assign users a second direct appraiser. Second direct appraisers are granted the same access rights, review capabilities, approval workflows, and notification rules as the primary direct appraiser.  For example, a second direct appraiser can approve a task or enrollment request. Note that specific actions and visibility continue to be controlled by each manager's individual role access settings.

Enable the Feature

A new system configuration setting Allow second Direct Appraiser is available. To enable the setting:

1. Go to Manage Center > System > General Settings > System Configuration.
2. Choose User in the Select a category field.
3. Locate the Allow second Direct Appraiser field (last setting option) and click the checkbox.
4. Click Save.

Assign a Second Appraiser in the User Profile

1. Go to Manage Center > Users > User Manager > User.
2. Locate the appropriate user's profile and open it for editing.
3. On the Profile tab, scroll to the Assignments section.
4. Locate the Second Direct Appraiser (DA) field.
5. Click the search icon and select a user. Click OK to save the user.
6. Click Save.

Update to User Data Loader

A Second Direct Appraiser field has been added to the user data loader and the corresponding R109 report.

Additional Report Updates

In addition to the R109 report update described above, updates have been made to additional reports:

R112A - Current Competency User Progress by Organization/Direct Appraiser/User

When the feature is enabled, the Select Direct Appraiser filter includes users designated as second direct appraisers.

R114 - Direct Staff Training, R115 - Multi-Level Staff Training, R250 - Course Catalog Direct Staff Training History, R250NL - NL-Compliance Direct Staff Training History

When the feature is enabled, these reports will also include users where the report runner is the second direct appraiser.

Report Wizard Updates

New Column Set on the Columns Tab

A new Second Direct Appraiser column set is available on the Columns tab of the report wizard. Second Direct Appraiser columns are separate columns in the report output.

Second Direct Appraiser Fields Available for Filtering

On the Filter tab, Second Direct Appraiser fields are available for filtering.

For additional information about using the report wizard, please see Custom Reports in the Learning Help.

Impact on Direct Assessments

Existing functionality allows supervisor assessments to be attempted only once. Meaning, if the first direct appraiser launches the assessment first, the second direct appraiser is not able to.

New User Attribute Extension Options

User attribute extensions are custom fields created when an organization needs more than the eight standard user attributes to classify users and filter them in searches. Previously, it was not possible to select multiple values in a user attribute extension field.  In release 26.10, we have added two new system configuration settings to allow and manage this functionality:

• Allow selection of multiple user attribute extension values: Allows multiple values to be selected for user attribute extensions in specific areas, including:

• Allow user attribute extension values to be displayed in alphabetical order: Displays the multiple user attribute extension values in alphabetical order.

Enable the Settings

1. Go to Manage Center > System > General Settings > System Configuration.
2. Choose User in the Select a category field.
3. Locate the Allow selection of multiple user attribute extension values and Allow user attribute extension values to be displayed in alphabetical order settings (located near the bottom of the list).
4. Click the checkbox for each setting, as necessary.
5. Click Save.

Example

The example below shows the new functionality in User Group assignment.

Additional Documentation Resources

The following additional documentation resources are available.

• PeopleFluent Learning 26.10 Release Notes.pdf2 MB