Workflow for Manual Review of Training Completions
Last Updated : Monday, 11 November 2024 by Mike Zandvliet   
 
Background
Training Levels can be configured with several different Sign Off modes - described in detail here. One of the options is "Automatic Sign Off (Achievement) with Manual Review", which means the system will automatically issue Completions, but only after a coordinator has reviewed and released items. This article describes the workflow for how the Manual Review process works.


Preparation
  1. A manager creates the Training Level, and sets the Coordinator to be the person you want to receive the review emails.
  2. They add any prerequisites, and any Learning Objectives.
  3. They then set the Sign Off Mode to Automatic Sign Off (Achievement) with Manual Review.


Review

  1. The system checks hourly to see if any learners have completed the prerequisites and Learning Objectives. Note that if there are no Learning Objectives defined, then the system considers everyone to be at 100% progress towards that Training Level, so at that point learners only need to hold the prerequisites in order to be ready for review.  The same is true for prerequisites -- if none are defined then that will also be considered 100%.
  2. The system will send a summary email to the Training Level Coordinator. This email will be sent no more than once per day, as long as there are learners to review.
  3. The Coordinator clicks the “Review” button in the email, which will take them to a page listing the learners who have completed 100% of the requirements. If you have the Organisation Preference "Enforce Prerequisites for Completions" set to Enforce, then the learners will also have to hold 100% of the prerequisites to appear on this list or in the email.
  4. The Coordinator then clicks the checkbox next to the rows they want to release  -- and then clicks ‘Sign Off Automatically’.  

Automatic Sign Off
  1. The next time the system does its Automatic Sign Off processing (hourly) – it will create the Training Completions (and if the Training Level is configured for it, it will issue Certificates as well).
  2. The system will then email the Training Level Coordinator to let them know it has created the Completions.

 

 

 
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