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
- Open Student Management.
- Select the student who completed the outside training.
- In Training History, select Add Training Record.
2. Enter the completion
- Choose the course under Course.
- Select the matching Completion Type, such as In-Person.
- Enter the true Enrollment Date and Completion Date.
- Enter Due Date and Expiration Date when those dates are known.
- Add a Score (%) if you have one.
- Select Add Completion.
What you see on the Add Historical Completion form
- Across the top: the heading Add Historical Completion.
- Main area: Course, Completion Type, the date fields, Score (%) and Expiration Date.
- Bottom of the form: Cancel and Add Completion.
3. Confirm the saved record
After saving, check the student's course row and Training History.
- The course status should show Completed.
- The completion date should match the date you entered.
- The training type should match the selected completion type.
- Next Renewal should reflect the saved completion date.
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.