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Training Units Guide
For Customer Organization Managers (COM)

Manage your team's Training Units

As the credit owner and assigned Customer Organization Manager, you can track Training Unit usage, enroll your members in classes, pay with Training Units and drop classes when needed. All of this is done in STEP.

Tip: click any screenshot to zoom in.

Check balanceSee available Training Units and expiry dates Run a usage reportSee how Training Units have been used Assign & payEnroll members and pay with Training Units Drop a classCancel a member's registration and get a refund
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Before you start

  • Get access to STEP yourself. Complete the 4 learner steps so that you can log in to STEP and see your Training Unit Agreement.
  • Get the COM role. Contact your Splunk Account Team, or email splunk_training@cisco.com, to be added as the Customer Organization Manager for your organization.
  • Get your members onboarded. Each member must complete the learner steps. You can only assign classes to people who are in your Member List.
Not sure if your contract includes Training Units?

Training Units (also called education credits) are included with some Splunk Success Plans. Before you start, check Splunk Success Plans ↗ to see which plans include them, or ask your Splunk Account Team.

Tip

Share the Learners page with your team members so that they can get set up on their own.

1

Review Training Unit Agreements (TUA)

Check how many Training Units are left and when each agreement expires.

  1. Log in to STEP. In the left panel, click Training Unit to see all active TUAs.
  2. To see both active and expired TUAs, in the Training unit status list, select All.
The table shows each agreement number, expiration date, total Training Units and available Training Units.
2

Training Unit usage report

Generate a report that shows which courses were paid for with Training Units, and for whom.

  1. Go to My Team, then click the Analytics Analytics icon icon.
  2. On the reports page, click Training Unit Consumption - Org Mgr to generate the report.
Use the report filters to change the date range and other report settings.
Also useful

Organization Completed Training - Org Mgr lists the completed training records for learners in your organization.

3

Review members' profiles

See who is in your organization and follow their learning progress.

  1. Log in to STEP. Click the menu Menu icon (three bars) icon (three bars).
  2. Click My Team. All your members are shown on the new page.
  3. Click a number under UPCOMING to see a member's upcoming classes, or under OVERDUE to see their overdue classes.
  4. Click a member's name to see the progress of their registered classes and certifications.
Open the menu (1), go to My Team (2), check UPCOMING and OVERDUE classes (3) or open a member's profile (4).

Quick links to a member's profile

Under a member's name, click Go to to jump straight to their Plan, Profile, Certifications, Completed Learning, Courses, Curricula or Order History.

4

Assign classes & pay with Training Units

Choose classes for one or more members, then pay for them with your organization's Training Units.

Important

You can only assign classes to members who are already in your Member List. If someone is missing, ask them to complete the learner steps first.

4.1 Open Assign Learning

  1. On the My Team page, go to the TEAM ACTIONS section in the upper-right corner.
  2. Click Assign Learning.

4.2 Find the class

  1. Scroll down to Select Learning Item and enter the class name in the search bar.
  2. Click the magnifying glass icon to search.
  3. To narrow your search, click Filters.

4.3 Select one or more classes

  1. A list of available classes appears, with the delivery type and the cost in Training Units (TU).
  2. Click the ⊕ icon to select a class. You can select more than one class.

4.4 Add members

  1. Your organization's members are shown in the Add Person section.
  2. Click the ⊕ icon next to a member to add the selected classes to their training plan.
  3. To select all members, select the SELECT ALL check box.
  4. When you have finished choosing classes and members, click ADD PAYMENT.
Letters in the screenshot match the steps above.

4.5 Pay with Training Units and complete the order

  1. The Review Order page appears.
  2. In Item Details, select Training Units to show your available Training Unit Agreements.
  3. All available TUAs are shown in the Payment Method section. Enter the number of Training Units to use in the Training unit box.
  4. Click APPLY.
  5. Check the order, then click COMPLETE ORDER to finish the enrollment.
Letters in the screenshot match the steps above. Check the "Training unit required" and "Remaining training unit" values before you click APPLY.
5

Drop a member's class

If a member registered for the wrong instructor-led class, or used Training Units without approval, you can drop the class for them.

  1. Open the member's profile from My Team and find the registered class.
  2. Click the arrow next to VIEW SUMMARY, then click Drop.
Good to know
  • When you drop a class, all Training Units for it are refunded.
  • You must drop the class at least 1 week before the class starts.
  • eLearning classes can't be dropped this way because the content is available as soon as the member registers. For help, email splunk_training@cisco.com.
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Videos & help

▶ Take a tour of STEP A video walkthrough of the Splunk Training & Education Portal. ? Splunk Education FAQ Answers to common questions about Splunk training and Training Units.
Need help?

Contact your Splunk Account Team, or email splunk_training@cisco.com. This includes requests to add or change the Customer Organization Manager.