Mark compliance requirements as skipped

This article explains how to mark compliance requirements as skipped 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 "skipped" in the LMS, indicating the requirement no longer needs to be met.
• The requirement is removed from the user's assigned learning list in My Organisation, so they are no longer prompted to complete it.

Only requirements with a scheduled, open, overdue or missed status can be skipped. Click here to learn more about a requirement's status - see section titled "What is a requirement's status and compliance timeline?"

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Mark as skipped via the Compliance Calendar

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 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 as skipped.
5. Locate the requirements you would like to mark as skipped in either the Scheduled, Missed, Overdue or Open tabs:
6. Locate and select the the checkbox next to the requirements you would like to mark as skipped. 
7. Click on the Actions drop-down menu, then click Mark as Skipped:
8. Click Mark as Skipped to confirm:

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Mark as skipped 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 go to Workroom. 
3. Locate the requirements you would like to mark as skipped in either the Scheduled, Missed, Overdue or Open sections.
4. Select the checkbox next to the requirements you would like to mark as skipped:
   

   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. Locate the Mark as Skipped button - depending on the view the button will either be:
   
   1. Standalone:
   2. Accessed via the Actions drop-down:
6. Click Mark as Skipped to confirm:

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Mark as skipped via a user's transcript

1. Find the user whose requirements you would like to skip. 
2. Click on the Requirement Status tab of the user's transcript page, and navigate to their compliance records:
3. Locate the requirements you would like to mark as skipped in either the Scheduled, Missed, Overdue or Open sections.
   
4. Locate the Mark as Skipped button 
   
   1. Standalone:
   2. Accessed via the Actions drop-down:
5. Click Mark as Skipped to confirm:

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Mark as skipped via training plans

1. From the top navigation bar in the manager portal, go to Learning.
2. From the left-hand-side menu bar, go to 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 your 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 display. 

6. Click on the three dots, then click on the Mark as Skipped button. 
7. Click Mark as Skipped to confirm. 
   
   
   

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