Skip to main content

Manual completions

Navigate: Content > Manual completions

Manual completions allow adding completions in bulk, or to one person, for trainings that were completed outside the LMS, granted by having relevant experience, etc.

In this section:​

Add manual completions​

Navigate: Content > Manual completions > Add button

To create a manual completion(s) import, click on the "Add" button and fill in the following details:

Completion​

  • Content: select here the content you want to upload the completion(s) to.
  • Completion date: select the completion date (optional).

Targets​

  • Add a completion to one person - select this option to import completion to one person. Select the person in the selection window below by name, email, or uid. After creation, the completion has been imported and its details can be found under the manual completions list.
  • Add completions to several people - select this option to import completions to several people in bulk. You will need to specify which people after the creation.

Import options​

  • Comment: optional
  • Permission labels: choose here the most relevant
    The fallback content to display on prerendering
    for this
    The fallback content to display on prerendering
    .

Click on "Create" to create the import.

Import completions to several people​

After creating an import of completions to several people, you need to add the users under the "Added users" tab of the import. It can be done in two different ways:

  1. Importing data from Excel.
  2. Pasting employees uid/email address.

Importing data from Excel​

It is possible to import completion information in bulk by uploading an Excel file. The Excel file must contain a column named "email" or "uid" (employee ID) to identify the user and optionally a "date" column to specify the completion date. Several Excel files may be uploaded at a time.

Identifying the user​

The user is identified by their email address ("email") or employee ID ("uid"), both of which may be specified.

For a successful import:

  1. Exactly one user must be found by the specified data.

An error is logged when:

  1. The user is not found by the specified field;
  2. Several users are found by the specified field(s).
note

Some employee IDs begin with zeroes. In case the "uid" cell is using the "Number" type, the leading zeroes are removed, causing the user not to be found. In this case you need to use the "Text" type for the cells.

Completion date​

The completion date can be specified in the "date" field.

The date cells must:

  1. Use the "Date" type;
  2. Use the "Text" type with the date formatted as y-m-d, e.g. 2023-05-25
  3. Use the "Text" type with the date formatted as d.m.y, e.g. 25.05.2023
  4. Use the "Text" type with the date formatted as m/d/y, e.g. 05/25/2023 or 5/25/2023

List manual completion(s) imports​

Navigate: Content > Manual completions

The uploaded manual completions can be found in a standard table under "Content" -> "Manual completions".

Columns​

  • Name - the name is "Manual completion import" for all imports, by default.
  • Status:
    • Imported - completion(s) successfully imported
    • Rolled back - completion(s) rolled back (cancelled)
    • In progress - still require some action (e.g. upload of users)
  • Content - the name of the content of the manual completion(s).
  • Comment - the comment that were added to the import, if any.
  • Updated - the date this import was updated last in.

Filters and actions​

Edit or view manual completion(s) import​

Navigate: Content > Manual completions > Manual completions import

info

Coming soon!