Certifiable and Training type course completions can be managed by selecting Reporting from the main menu. From this area, admins can review activities requiring approval, export completions for reporting, and disposition completions. 

Reporting Statuses and Tabs

  • Requires Approval - course completions which have an activity requiring admin review
  • Ready - course completions ready to be reported to a regulator
  • Pending - course completions that have been processed, but not dispositioned
  • Error - courses completions which returned an error during reporting 
  • Completed - course completions which were successfully reported to a regulator
  • Archived - course completions in any status that no longer require action and have been moved out of view of administrators

Accepting & Rejecting activities

Course completions which have an activity requiring admin review will be queued in the Requires Approval tab. 

Follow the steps below to Accept or Reject an activity requiring approval: 

  1. 1. Select Reporting>Status from the main menu. Then, select the Requires Approval tab. 
  2. Select a student from the list of results to view the pending activity in the drawer. 
  3. Review the pending activity. If the pending activity is a proctored exam, you can review the session by clicking the View Proctored Session button. Uploads can be reviewed by clicking the file name. 
  4. If multiple activities are available for review, use the toggles next to each activity to select it. Then, click Accept or Reject. 

Exporting Records

Follow the steps below to export course completions: 

  1. Select Reporting>Status from the main menu. Then, select the Ready tab. 
  2. Select the records from the list of results using the checkboxes to the left of each. Then, click the Process Selected button. 
  3. This will bring you to the Reporting Batch screen. 
  4. Click the Download Records button to export the completion records. 

Records can also be dispositioned as Completed, Error, or Archived from this screen. If there is a delay between when completions are reported and when they are accepted by the regulator, you can click the back arrow to return to the Reporting area. These records will then be moved to the Pending queue where they can be dispositioned at a later time. 

Moving & Dispositioning Records

Records can be moved and dispositioned from any of the tabs; Ready, Pending, Error, or Completed. Simply select the records using the checkboxes to the left and select a Status using the drop-down menu. Use Archived to move reported records out of view.