Adding and Withdrawing Course Completions

NOTE: Assigned Online courses do not need to be marked complete manually unless there is a verified technical issue preventing a completion. This is rarely needed. Generally, manual completions for an assigned course would be for the following course types: In-Classroom, In-Classroom (Legacy), or Other.

To add a course completion for an assigned course:

1. Click the Transcripts option located in the Employee tab menu. The Employee Transcript page displays.
2. Select an employee from the My Employee(s) list. The Employee Transcript page populates with the selected employee’s details and completed courses, tasks, and programs.
3. Click the Add Course Completion button located in the Completed Courses and Tasks section. The Course Completion Details page displays. From here you have two choices:
   1. Currently Assigned Courses
   2. New Entry
4. To add a course completion for an assigned course look at the section marked ‘A’. Click the Mark Complete button to the left of the course you want to mark as completed.
5. This opens a pop-up window where you must enter a completion date. Enter the date the course was completed into the Completion Date field. If typed, the date must be in MM/DD/YYYY format. Alternatively, you can click the Calendar icon to the right of the field and select the date from the calendar displayed.
6. Enter the appropriate values into the Score and Comments fields. The CEU and CPE values are automatically populated; do not edit them.
7. Click the Save button. The Employee Transcript page displays with the course completion listed in the Completed Courses and Tasks section and a notification will appear at the top of the page to let you know that the completion was recorded successfully, the assignment will also be removed from the employee’s assignments list.

To add a course completion for an assigned course:

1. Click the Transcripts option located in the Employee tab menu. The Employee Transcript page displays.
2. Select an employee from the My Employee(s) list. The Employee Transcript page populates with the selected employee’s details and completed courses, tasks, and programs.
3. Click the Add Course Completion button located in the Completed Courses and Tasks section. The Course Completion Details page displays. From here you have two choices:
   1. Currently Assigned Courses
   2. New Entry
4. To add a course completion for a course not previously assigned look at the section marked ‘B’. Click the Select Course button in the New Entry section. The Course Search pop-up window displays.
5. Locate the desired course by either scrolling/paging through the course listing or by entering information into the “Filter results by:” section and clicking the Search button.
6. Click the Select button located to the left of the course for which you want to add a completion. The selected course number and title display in the Course field.
7. Enter the date the course was completed into the Completion Date field. If typed, the date must be in MM/DD/YYYY format. Alternatively, you can click the Calendar icon to the right of the field and select the date from the calendar displayed.
8. Enter the appropriate values into the Score and Comments fields; a brief comment is required, the comment will appear on the employee’s transcript. The CEU and CPE automatically populate; do not edit them.
9. Click the Save button. The Employee Transcript page displays with the new course completion listed in the Completed Courses and Tasks section and a notification will appear at the top of the page to let you know that the completion was recorded successfully.

If a course completion is added in error or the completion details were incorrectly entered, you can withdraw the completion from the employee’s transcript.

To withdraw a course completion:

1. From the Employee Transcript page, select an employee.
2. Locate the course completion you want to withdraw in the Completed Courses and Tasks section.
3. Click the Withdraw button located to the right of the course completion you wish to withdraw. A pop-up window displays to verify your request to withdraw the completion.
4. In the verification pop-up window enter a reason for withdrawing the course completion and click the Confirm Withdrawal button.
5. The course completion is withdrawn from the employee’s transcript and a notification will appear at the top of the page to let you know that the withdrawal was completed successfully.