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User & Group Leader Guide

Record training completed outside the portal

For group leaders and administrators recording a real classroom, webinar or other training completion that did not happen inside the portal.

1. Open the student's details

  1. Open Student Management.
  2. Select the student who completed the outside training.
  3. In Training History, select Add Training Record.

2. Enter the completion

  1. Choose the course under Course.
  2. Select the matching Completion Type, such as In-Person.
  3. Enter the true Enrollment Date and Completion Date.
  4. Enter Due Date and Expiration Date when those dates are known.
  5. Add a Score (%) if you have one.
  6. Select Add Completion.

What you see on the Add Historical Completion form

3. Confirm the saved record

After saving, check the student's course row and Training History.

Warning: The completion date affects the next renewal date. Confirm the date before saving, especially when the training happened in a previous year.

Tip: Use this form only for training the student genuinely completed outside the portal. Use the course lessons and quiz for portal-based training.