Update Completion Percentages

Learn how to mark an individual trainee's assigned subjects, topics, and tests to 100% completed or clear them back to 0%.

Teammates with an Admin+ level of permission can clear out or mark completed training subjects, topics, and tests for individual trainees or bulk groupings.

 

 


 

To clear completions for a subject:

  1. Open the "Account" tab from the left-hand navigation.

  2. Choose "Manage users" from the drop-down menu.

  3. Click the name of the team member whose completion(s) you wish to clear to 0%.

     

     

  4. Click the "Manage" button under the "Subjects assigned" section of their profile.

  5. Press the "Clear Completion" button to begin selecting training to clear.

     

    Screen Capture on 2023-11-05 at 14-50-56.gif

     

  6. Locate the subject titles you wish to make updates to and click their checkboxes.

  7. Hit the "Clear Completion" button to reset those subject completions to 0%.

     

 

🔥 Tips on clearing different types of completions to 0%:

Action

What's Affected

How To

Clear Specific Topics & Tests

The individual topics and tests that were chosen to be updated.

Under the "Clear Completion" view, hit the drop-down arrow next to a subject name to see all topics and tests within that subject.

 

Select the checkboxes on the left-hand side of the topics and/or tests you wish to clear.

 

 

Push the "Clear Completion" button to finalize the change.

Bulk-Clear Completions

Every published subject, topic, and test assigned to a single trainee.

Under the "Clear Completion" view, press the "Select all" checkbox at the top of the content list instead of each individual subject, topic, and/or test.

 

Screen Capture on 2023-11-05 at 14-42-56.gif

 

Push the "Clear Completion" button to finalize the change.

Alternative

Bulk-clearing all trainees' completions on a single subject.

The share changes feature allows for a complete resetting of completion scores to 0% for all trainees assigned to that one subject.

 

More about this feature can be found here:


 

To manually mark a subject as 100% complete:

  1. Open the "Account" tab from the left-hand navigation.

  2. Choose "Manage users" from the drop-down menu.

  3. Click the name of the team member whose completion(s) you wish to clear to 0%.

     

     

  4. Click the "Manage" button under the "Subjects assigned" section of their profile.

  5. Press the "Mark Complete" button to begin selecting training to set to 100%.

     

    Screen Capture on 2023-11-05 at 14-56-22.gif

     

  6. Locate the subject titles you wish to make updates to and click their checkboxes.

  7. Hit the "Mark Complete" button to set those subject completions to 100%.

     

     

📝 Please note: Items that require an e-signature cannot be marked as complete using this method.

 

🔥 Tips on marking different types of completions to 100%:

Action

What's Affected

How To

Mark Specific Topics & Tests as 100% Completed.

The individual topics and tests that were chosen to be updated.

Under the "Mark Complete" view, hit the drop-down arrow next to a subject name to see all topics and tests within that subject.

 

Select the checkboxes on the left-hand side of the topics and/or tests you wish to update to 100% complete.

 

 

Push the "Mark Complete" button to finalize the change.

Bulk-Complete Subjects to 100%.

Every published subject, topic, and test assigned to a single trainee.

Under the "Mark Complete" view, press the "Select all" checkbox at the top of the content list instead of each individual subject, topic, and/or test.

 

Screen Capture on 2023-11-05 at 14-42-56.gif

 

Push the "Mark Complete" button to finalize the change.


 

Learn more about managing training subjects:

  • Utilize specific features for individual subjects using advanced settings.

  • Turn on the content page to provide a central hub for training company-wide.

  • Run reports on team members, subjects, account activity, and more!