Completing courses for people

Learners who don’t have to take a particular course can be marked as completed

Written by Dave Branscombe

Last published at: July 27th, 2024

You may find that there comes a time when a course is assigned to a lot of learners and, for some reason, certain individuals don’t actually have to complete that course. There are many reasons for this, one example being that senior team members could already have certificates proving their competence. And so, completing another course covering the same subject and knowledge isn’t really necessary.

Whatever the reason, you, as a platform administrator, can set their progress as completed. We also refer to this colloquially as a ‘forced pass’.

Setting their progress as completed this will ensure your learning completion stats are all accurate and up to date. You don’t want your reports to have gaping holes in them because the system is showing that people haven’t completed learning that they don’t need to!

From your dashboard select Courses followed by Overview:

Search for the course as shown then pick More.

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… followed by Mark As Complete.

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Search for everyone, by name, who needs to be marked as completed:

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You also have the option to set a specific date and time if you want to – if not, just accept the default value already shown in the ‘pass date’ box.

Tick the Select box next to your learner’s name, and then Submit. You’ll get a message to confirm ‘Records updated’.

Job done!

Now imagine that you had a few hundred of these to do! It would be completely time-consuming and exhausting, right? Well, don’t worry, we’ve got this covered too.

If you have a lot of people to force pass, then all you need to do is put together a spreadsheet, which shows the following information:

  • Course Code
  • Username
  • Date passed

When you want to use the Force Pass Import, then your spreadsheet must:

  • Use the column order as shown above
  • Use the date format as shown above
  • Be saved as a csv file before you attempt to import the data
  • Have the column headers removed before you import the data (these are shown for information only, to help you create the csv file in the correct way!)

Importing data from your spreadsheet is as easy as selecting Complete Courses for Many:

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Simply browse to your saved CSV file by selecting Choose file

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… pick the CSV file you’ve just saved and press Submit and let the learning platform do the rest for you

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When the import process has finished, the screen will automatically refresh and return you ready to import another file.

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Please note: if a course has previously been completed and a forced pass is attempted, then it will not overwrite the previous data. However, if a course has been started OR not started, then the force pass will take effect.

If you need a helping hand with an example csv file, then you can download this example here:

Generic_Force_Pass_Example.csv

The next guide in this section is Refreshing courses

You might also find these useful:

Replacing old courses with new

Grouping courses into learning profiles

Creating a flexible profile