Approving completions

Training course

As a best practice, a staff user should review the pending approval lists on a regular basis.

Requirement completions

After an enrollee has completed a requirement, you can review any requirements that need approval. You can choose to filter pending approvals to those requirements requiring grades, or show all requirements approved in the last 30 days. A completion can be rejected, with the ability to enter notes for the enrollee. The enrollee can then re-submit the completion after making the necessary adjustments (See Recording a completion for information on completing requirements for a contact).

Note: If a requirement does not need approval, the requirement will be set as completed when the enrollee has completed the requirement.

  1. Go to Certification > Pending approvals > Requirement completions.

    2. Viewing the Requirement completions window, which shows a query with columns labeled Program, Requirement, Requires Grade, Grade, Contact, Date, Location, Units, with options to approve or reject each requirement completion.

  2. Review the completed requirements. You can click on a Program name to open the program and see more details.
  3. Approve a completed requirement:
    • Click approve for each completed requirement you want to approve.
    • Click Approve All to approve all completed requirements.
  4. (optional) Reject a completed requirement:
    1. Click reject for the completed requirement.
    2. Select Notify contact to provide notes or instructions to the enrollee. These will appear in the status line for the requirement. Otherwise, select Set to rejected status.

      3. The Reject popup window contains with options to "Notify contact," "Set to rejected status," and a field to enter a note, which currently has the word "Incomplete."

Program completions

When all of the individual requirements of a program have been completed and approved, a staff user can then approve the completed program.

Note: If the program does not require approval, the program will be set as completed when the enrollee has fulfilled the number of units required and completed all of the required stages.

  1. Go to Certification > Pending approvals > Program completions.

    2. Viewing the Program completions window, which displays a single row with the Industry Certification Maintenance program, the contact nameAlex Morgan, a date of 11/12/2021, 22 units, and buttons to approve or reject the program completion.

  2. Review the completed programs. You can click on a Program name to open the program and see more enrollment details, including the disposition for all program requirements.
  3. Approve a completed program:
    • Click approve for each completed program you want to approve.
    • Click Approve All to approve all completed programs.
  4. (optional) Reject a completed program. Click reject for the completed program. You can provide notes or instructions to the enrollee. These will appear in the status line for the certification program.