Quick Answer
Users with Assignment Administrator/Assignor permissions can download files attached to External Learning Records by selecting the file name in the File column of the External Learning Records Management page, opened from Administration Portal > External Learning > Records Management in Pinnacle Series.
What This Article Helps With
This article explains how to find and download files that end users attach when they submit External Learning Records in Pinnacle Series. The guidance applies to Learning Managers and technical administrators who review External Learning Records submitted by other users.
Required Permissions
Viewing External Learning Records submitted by other users requires the Assignment Administrator/Assignor permissions in Pinnacle Series.
How to Download Files Attached to External Learning Records
Open Records Management:
- In the Pinnacle Series left navigation, locate the MANAGEMENT section below Home.
- Select Administration Portal.
- In the Administration Portal left navigation, select the arrow next to External Learning to expand the menu.
- Select Records Management.
Download the attached file:
- On the External Learning Records Management page, use the horizontal scroll bar at the bottom of the list to scroll right.
- Locate the File column, which is the last column in the list.
- Find the External Learning Record that has the attachment you need.
- Select the file name link in the File column, for example Widget Name.docx.
- Confirm that the file has downloaded and opens with the content the end user submitted.
Helpful Tips
- External Learning Records with no attached file show N/A in the File column.
- The External Learning Records Management list includes the User, Email, Groups, Training Title and Completed Date columns, which help identify the correct record before downloading its file.
Common Questions
Why can't I see External Learning Records submitted by other users?
Viewing External Learning Records submitted by other users requires the Assignment Administrator/Assignor permissions in Pinnacle Series.
Why can't I see the File column?
The File column is the last column on the External Learning Records Management page and may be off screen. Use the horizontal scroll bar at the bottom of the list to scroll right until the File column is visible.
Why does the File column show N/A?
An External Learning Record shows N/A in the File column when no file is attached to that record.
I can't find the settings cogwheel. How do I open the Administration Portal?
The Pinnacle Series Administration Portal is opened from the MANAGEMENT section in the left navigation, rather than from a settings cogwheel.