Article Links Introduction | How Completion Records are Created | Why Create a Manual Completion Record? |
INTRODUCTION
A completion record is an electronic record that a user has completed training. Completion records are created in one of two ways:
Notes: The Express LMS is a basic features LMS and does not include the following activities: quizzes, tasklists, classes and surveys. Express LMS users should ignore any references to those activities
- Automatically once the user completes the training and complies with the completion rule as defined when the LMS Administrated created or imported the activity.
- Manually created by the administrator.
When an LMS Administrator wants to credit these activities, they will use the Credit Wizard. Please refer to the Credit Training: Credit Wizard article for instructions for how to use the Credit Wizard to create manual completion records.
HOW COMPLETION RECORDS ARE CREATED
Completion Records are created as follows:
- Document: Automatically created when the user launches the document, reads it and upon exit, checks the acknowledgement
- CBT: Automatically created when the user completes the activity and complies with the completion rule set in the CBT - Example: Pass a test
- Video: Automatically created when the user launches the video, reads it and upon exit, checks the acknowledgement
- Quiz: Automatically created when the user scores a passing grade set in the quiz properties
- Tasklist: Automatically created when the user completes the tasklist AND manually created when the observer complies with the rule set in the tasklist properties. Example: Dual Signoff
Note: A tasklist requires a manual completion when the properties are set to Instructor ONLY, User and Instructor, Anyone but the employee. - Event: Manually created when the LMS Administrator creates a manual completion record
- Class: Manually created when the LMS Administrator creates a manual completion record
- Survey: Automatically created when the user launches the survey and completes all the survey questions
WHY CREATE A MANUAL COMPLETION RECORD?
The LMS will automatically create a completion record for documents, CBTs and quizzes once the user complies with the completion rule. It would be unusual for an LMS Administrator to create a manual completion record for those activities. Two examples of why an administrator might create a manual completion record for those activities might be:
- If the user finishes the activity but their completion status does not change to complete for some reason.
- If a document, CBT or quiz is reviewed in an instructor-led environment. For example, the Drug and Alcohol policy is reviewed as part of an instructor-led new employee orientation. The LMS Administrator could give manual credit to the attendees for having read the policy.