Marking a Class Complete for an Individual Learner

Marking a Class Complete for an Individual Learner

Step-by-step instructions for recording successful classroom training completion for an individual learner in KMx.

Individual Class Completion Overview

As an administrator, you can update an individual learner's class enrollment to reflect successful completion of a classroom training session.

The process consists of two main stages.

1

Stage 1: Locate the Learner

Find the correct Class Record, open the Class Roster, and select the learner whose training status needs to be updated.

2

Stage 2: Record the Completion

Enter the date the learner attended the session, set the enrollment status to Completed Satisfactorily, and save the record.

 Important: Verify Attendance Before Recording Completion 

Only mark a learner as Completed Satisfactorily after confirming that they attended and successfully completed the classroom training session.

Before You Begin

Ensure that you have identified the correct course, scheduled class session, and learner.

You should also have the actual date the learner attended the class available.

Stage 1: Locate the Learner

1

Open Class Administration

From the main KMx administration menu, select the Courses button on the left navigation panel.

Under the Classes dropdown, select Review a Class Record and click Next.

KMx Review a Class Record menu
2

Select the Course and Class Session

Locate the desired Course Title and select the specific Class instance the learner attended.

Click Next to continue.

KMx course and class selection
Tip:

If there are multiple sessions of the same course, verify the class date and location before continuing.

3

Open the Class Roster

On the Class Record, locate and select Class Roster.

The roster allows you to view and manage learners currently enrolled in the selected class.

KMx Class Roster option
4

Select the Learner

From the list of currently enrolled learners, select the individual whose class completion you want to record.

Click Next to open the learner's class enrollment record.

KMx learner selection from Class Roster
Verify the Learner

Confirm that you have selected the correct individual before modifying their completion status.

Stage 2: Record the Class Completion

 Required: Update the Enrollment Status 

Locating the learner does not complete the process. You must update the enrollment record with the appropriate Status Date and completion status.

5

Set the Status Date and Completion Status

On the learner's class enrollment record, update the following fields:

  1. Status Date: Enter the date the learner attended the classroom training session.
  2. Status: From the dropdown menu, select Completed Satisfactorily.
KMx learner Status Date and Completed Satisfactorily setting
 Important: Use the Actual Attendance Date 

The Status Date should reflect the date the learner attended the classroom training session.

If you are recording completion after the session has taken place, use the applicable attendance date rather than automatically using today's date.

Once the Status Date and Status have been reviewed, click Done to save the completion.

Verifying the Completion

Recommended: Verify the Updated Record

After saving the learner's enrollment record, return to the class roster or the learner's enrollment details.

Confirm that the enrollment status is displayed as Completed Satisfactorily and that the Status Date is correct.

Individual Class Completion Checklist

Confirm the following before considering the learner's class completion record finalized.

Class Completion Recorded

Once the Status Date and Completed Satisfactorily status have been saved and verified, the learner's individual class completion has been recorded.

Repeat this procedure for other learners who require individual completion updates.