Mark compliance requirements as completed

Learn how to mark compliance requirements as completed.

This article explains how to mark compliance requirements as completed via the Compliance Calendar, Compliance Workroom, a user's transcript, or within a training plan. Make sure you understand the reasons for marking requirements as completed, and what the consequences are, before you go ahead.

• The status of the requirement is updated to "completed", indicating the requirement has been met. A learning record is also attached to the requirement, as evidence the associated learning is complete. Learn more about the relationship between requirements and learning records here.  
• The requirement is moved into the "completed" section of the user's assigned learning list in My Organisation, so they are no longer prompted to complete it.

Mark as completed via the Calendar

1. From the top navigation bar in the manager portal, go to Learning.
2. From the left-hand-side menu bar, go to Manage, then to Calendar. 
3. Click on the Day button in the top middle of the calendar interface.
4. Click on the current date button and use the data picker to select the date you would like to mark requirements as completed for.
5. Locate the requirements you would like to mark as completed in either the Missed, Overdue or Open tabs to mark one or more open, overdue or missed requirements as completed:
6. Locate and select the checkbox next to the requirements you would like to mark as completed. 
7. Click on the Actions drop-down menu, then click Mark as Completed:
8. Click Mark as Completed to confirm the selected requirements should be marked as completed:

Mark as completed via the Workroom

Steps

1. From the top navigation bar in the manager portal, go to Learning.
2. From the left-hand-side menu bar, go to Manage, then to Compliance Workroom. 
3. Locate the requirement(s) you would like to mark as completed in either the Missed, Overdue or Open sections.
4. Select the checkbox next to the requirements you would like to mark as completed:
   
   1. If you would like to mark all requirements in view as skipped, click Select all x requirements, where x is the number of requirements

   2. If you would like to deselect the requirements and start afresh, click Clear all selections.

5. Click on the Actions drop-down menu, then click Mark as Completed.
6. Click Mark as Completed to confirm the selected requirements should be marked as completed. 
   

Mark as completed via a user's transcript

Steps

1. Find the user you would like to mark requirements as completed for.
2. Click on the Requirement Status tab of the user's transcript page, and navigate to the Mandatory (Compliance) table.
   
   
3. Hover your mouse over a requirement, and click Mark as Completed:
   
   
4. Click Mark as Completed to confirm the selected requirements should be marked as completed. 
   

   Note:

   • The completion date of the selected requirements will inherit the due date of the requirement. If you would like to set unique completion dates to reflect the actual date the related learning item was completed, consider marking each individual requirement as completed, so you can modify the completion date:

Mark as completed via a training plan

Steps

1. From the top navigation bar in the manager portal, go to Learning.
2. From the left-hand-side menu bar, go to Plan, then Training Plans.
3. From the Active tab, click on the name of the training plan containing the requirements you would like to mark as completed:  
4. Navigate to the Planner section in the selected training plan, and click on one of the Users, Job Role, Team, Item, Overdue or Missed tabs:
   
5. Hover over any row in the table, then click on the three dots in the Actions column and click View Requirements.  
   
   

   Note: If the View Requirements button is missing, this means there are no requirements to mark as completed. 

6. Hover over the row for the requirement you would like to mark as completed, and click the Mark as Completed button, which will appear as a standalone button, or when you click on the drop-down menu behind the three dots:
   

   Note: If the Mark as Completed button is missing, it may be because the requirement status is already completed or the status is scheduled. 

7. Review the Completion Date of the requirement to ensure this corresponds to the date the related learning item was completed, then click Mark as Completed. 
   

   Note: If you choose to modify the completion date, the date you select must fall within the compliance timeline for the requirement. That is, any date between the early recognition date and due date or overdue end date.