Mark optional requirements as skipped

Learn how to mark optional requirements as skipped.

Skipping a requirement is a permanent action and can't be reversed. Make sure you understand why you're marking a requirement as skipped, and the consequences of this before you go ahead.

Why mark an optional requirement as skipped?

Consider marking an optional requirement as skipped if the user it's assigned to no longer needs to complete it. For example, because the training it relates to is no longer relevant to the user, or because the user has taken a leave of absence. 

What happens once the requirement is skipped?

• Marking an optional requirement as skipped updates the status of the requirement record 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 won't be prompted to complete it.

How to mark optional requirements as skipped

Only optional requirements with an open status can be marked as skipped. View this article to learn more about a requirement's status - see section titled "What does the status of an optional requirement mean?"

Steps

1. From the top navigation bar in the manager portal, go to Learning.
2. From the left-hand-side menu bar, go to Reporting, then click on Requirement Records then click on the All Optional Requirements report.
   
3. Run an All Optional Requirements report to retrieve the requirements you would like to mark as skipped.
4. Next, locate the requirements you would like to mark as skipped in the Open view of the results.  
5. Select the checkbox next to the Item Title column for the requirements you would like to mark as skipped, then click the Actions drop-down, and click Mark as Skipped.
   

   Tips:

   • If you would like to mark all requirements in view as skipped, click Select all x requirements, where x is the number of requirements
   • If you would like to deselect the requirements and start afresh, click Clear all selections, otherwise uncheck the box next to the Item Title column for any requirements you no longer wish to mark as skipped. 
6. Click Mark as Skipped to confirm the selected requirements should be marked as skipped. 
   

   Note:

   • If you would like to double check the requirements you're about to mark as skipped, click View x compliance requirements, where x is the number of requirements selected 
7. Click Mark as Skipped to confirm.
8. The status of the requirements should now update to skipped. Navigate to the Completed view in the results table if you would like to double check this.