How to change Completion Statuses
The ability to change Completion Status is available for Courses and Learning Plans. It allows Admins to manually change the progression for one or multiple Users.
The workflow to change the Completion Status for one or more Users is the same for Courses and Learning Plans. Simply follow the steps below.
1: Navigate to Admin > Learning > Courses/Learning Plans > Assignments.
Here, you must select the User(s) you wish to change the Completion Status for. Once selected, click the Change status icon.
2: From here, you will be able to change the Completion Status for the User(s) you have selected. The Completion Status options are Not started, In progress, and Completed.
IMPORTANT! It is NOT possible to manually trigger to open a Renewal Window outside the scope of the Certification settings by manually changing the Completion Status of a User back to Not started.
3: Select the desired Completion Status, and finish by clicking Confirm. If you select Completed, you will see the option to mark the completion as Exempt.
Marking a completion as Exempt will mark the User as Completed without them having to take the Course. Select Yes, and you will be asked to provide an Exempt reason and date:
You must fill in the open text box Why are you exempting this user to provide the Exempt reason, as well as the Exemption date under When should this apply. The date range must be the current date or sometime within the the past 30 days. Dates later than 30 days in the past as well as future dates are not supported.
Once you click Confirm, the User will appear as Completed in the Assignment modal. However, when hovering over the Completed status, the badge will indicate that they were exempted from the Course with the Exemption reason and date showing.
IMPORTANT! Changing the Completion Status manually to Completed will issue a Certificate if this has been setup for the training in question. This means that you are able to manually issue a Certificate for a User.
However, once issued, it is NOT possible to remove the Certification from the User by changing the status to either Not started or In progress.
Will a manual changes affect Reporting?
Yes, changing the Completion Status for a User will be reflected in Reporting. How this change reflects depends on the specific scenario.
Not started > In progress: Start date will be shown with the Date of this Change. Time spent will be empty as a result.
Not started > Completed: Start/Completed date will be shown with the Date of this Change. Time spent will be empty as a result. If Certification is enabled, a Certificate will be issued.
In progress > Not started: Start date will be removed and Time spent will be empty as a result.
In progress > Completed: Start date will remain, and Completed date will be shown with the Date of this Change. If any Time spent was registered before the manual change, this will remain. If Certification is enabled, a Certificate will be issued.
Completed > Not started: Start/Completed date will be removed and Time spent will be empty as a result. If Certification was enabled when Completion was first achieved, the Certificate will remain.
Completed > In progress: Start date will remain, and Completed date will be removed. Time spent will remain. If Certification was enabled when Completion was first achieved, the Certificate will remain.
In case you have any questions or concerns, please feel free to reach out to the eloomi support team via the eloomi Support Hub.