Manual completions
Navigate: Content > Manual completions
Manual completions add LMS completion records for training completed outside the LMS or granted based on relevant experience.
Manual completions can be created for one learner or imported in bulk. Imported sessions can usually be rolled back if needed, except for learning paths.
In this section
- Add manual completions – create a manual completion import.
- Bulk import – add several learners by Excel or pasted identifiers.
- List manual completion imports – review manual completion imports.
- Import details – review, create sessions, roll back, or delete an import.
- Completions table – review learners and import errors.
Add manual completions
Navigate: Content > Manual completions > Add
Add manual completions creates a manual completions import.
Completion
The Completion section contains:
- Content – the content receiving the completion.
- Event – the event receiving the completion, shown when the selected content has events.
- Completion date – the completion date for a single-person import.
- Default completion date – the completion date used for bulk imports when no date is provided per learner.
- Training duration – optional duration in minutes. If empty, the content duration is used.
Targets
The Targets section controls who receives the completion:
- Add a completion to one person – select one learner by name, email, or employee ID.
- Add completions to several people – create the import first, then add learners in the import details.
- Name, email, or employee ID of the person – the learner search field for single-person imports.
Devices and ranges
Devices and ranges can appear for some content. When shown, this section can include fields such as Certificate ID.
Import options
The Import options section contains:
- Comment – optional note stored with the import.
- Permission labels – The fallback content to display on prerenderingfor controlling access to the import.
Bulk import
Bulk imports add learners after the import has been created.
Learners can be added by:
- Upload from Excel – upload an Excel file.
- Add by email or employee ID – paste or enter identifiers manually.
For Excel upload, the file must contain an email column or a uid column. It can also contain a date column for learner-specific completion dates.
The date column can use Excel date cells or text dates in formats such as yyyy-mm-dd, dd.mm.yyyy, or m/d/yyyy.
If employee IDs can start with zero, keep the uid column as text in Excel so leading zeroes are not removed.
List manual completion imports
Navigate: Content > Manual completions
The manual completions list is a standard table of manual completion imports.
The table shows columns such as Name, Status, Content, Comment, and Updated:
- Name – the import name, normally
Manual completions import. - Status – the import status.
- Content – the content connected to the import.
- Comment – the comment stored with the import.
- Updated – when the import was last updated.
The Add action creates a new manual completion import.
Statuses
Manual completion import statuses include:
- In progress – the import still needs action, such as adding learners or creating sessions.
- Imported – sessions were created successfully. The status can include the number of created sessions.
- Rolled back – created sessions were rolled back.
Import details
Opening a manual completion import shows its status, actions, and tabs.
Status information includes:
- users added to the import;
- errors and users not found;
- sessions created.
Available actions can include:
- Delete – delete an import before it has created sessions.
- Create sessions – create completion sessions for learners in the import.
- Roll back sessions – delete sessions created by the import, when rollback is available.
When an event completion import is rolled back, relevant event registrations are marked as cancelled and their original status is not restored.
Tabs
Import details can include these tabs:
- General – edit the comment, default completion date, training duration, and permission labels.
- Add users – add learners by Excel upload or by email or employee ID. This tab is available before sessions are created.
- Completions – review learners, errors, source file details, and created sessions.
Completions table
The Completions tab shows columns such as User, Errors, Session ID, File, Employee ID (from file), Email (from file), and Completion date (from file):
- User – the matched learner, or
Not foundwhen the learner could not be identified. - Errors – import errors for that row.
- Session ID – the created completion session, shown after sessions are created.
- File – the source file, or
Not imported from file. - Employee ID (from file) – the
uidvalue from the uploaded file. - Email (from file) – the
emailvalue from the uploaded file. - Completion date (from file) – the row-specific completion date, or the default date when no row-specific date is provided.
The Clear all action removes all rows before sessions are created.