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  On this page:

Table of Contents

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  1. Click 'Add New'



  2. Complete the fields (see table 'Definitions of Fields' below)
  3. Click 'Save' to save the record 
  4. The user will now have access to the selected course

The details captured for each record may vary slightly between each system configuration. Fields marked with * are mandatory



Definition of Fields

Course

Select the course

Refer to the Courses page in this user guide for more detail

User

Select the user

Refer to the Users page in this user guide for more detail

Course Progress

Select the course progress

The course status displayed for records follows a traffic lights system:

Not Started*: Courses have been assigned but not started

In Progress*: Course has been commenced but remains incomplete

Completed: Course is complete

Failed*: Course has not been passed in the allowed number of attempts

Note
title*Adding Incomplete Records

It is recommended only the course status of COMPLETED is added via the 'Add New' record option. Any course requirements should always be allocated to a user via the Course Group selection method. Utilising the other course progress status' in this way can result in unexpected future requirements if associated with an expiring course.


Date CompletedIf the course is complete, use the date selector tool to select the completion date
Expiry DateIf the course is complete but has an expiry date, use the date selector tool to select the expiry date

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  1. Locate the specific record using relevant filters
  2. Click 'Actions' to the far right of the record
  3. Click 'Delete'

  4. In the pop-up that appears, click 'Delete' to completely delete the record from the system

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Warning
titleDeleting Records

Deleting a record cannot be undone - always use the delete function with caution. Any records deleted in error will need to be manually recreated or the user will need to redo the entire course.

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