Using the Attendance Verification Sheet for Bulk Completions

Using the Attendance Verification Sheet for Bulk Completions

Step-by-step instructions for downloading, updating, and uploading classroom attendance and completion records in KMx.

Two Uses for the Attendance Verification Sheet

The Attendance Verification Sheet is an Excel spreadsheet that can be used for both classroom attendance tracking and bulk completion updates.

1

Verify Scheduled Class Attendance

Download the sheet to review the learners enrolled in the classroom training session.

2

Upload Attendance and Completion Results

Update the appropriate Excel columns with attendance and completion information.

Save the spreadsheet and upload it back into KMx to process the results.

 Important: Downloading the Sheet Does Not Record Completions 

To record bulk class completions, you must update the spreadsheet, save it, and upload it back into KMx.

Before You Begin

Ensure that the correct course and scheduled class session have been identified.

You should also have access to the attendance records confirming which learners attended the session and whether they completed the training satisfactorily.

Part 1: Download the Attendance Verification Sheet

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.

Click Next to continue.

KMx course and class selection
Tip:

If multiple sessions exist for the same course, verify the correct class date and location before downloading the attendance sheet.

3

Download the Attendance Verification Sheet

On the selected Class Record, locate the  Retrieve Attendance Verification Sheet  option.

Click this option to download the Excel spreadsheet containing the class enrollment information.

KMx Retrieve Attendance Verification Sheet
Working with the Spreadsheet

The spreadsheet contains one learner per row.

You can use it to review expected attendance and record the results for learners who participated in the classroom session.

Part 2: Update Attendance and Completion Results

4

Update the Required Excel Fields

Open the downloaded Attendance Verification Sheet in Excel.

For each learner whose attendance and completion must be recorded, update the following three fields.

Excel FieldRequired Value
Attended1 = Yes
2 = No
Enrollment Results DateEnter the date the classroom session took place.
Enrollment Results ID1 = Completed Satisfactorily
2 = Completed Unsatisfactorily
KMx Excel attendance and completion columns
 Important: Use the Correct Numeric Values 

The Attended and Enrollment Results ID fields use specific numeric codes.

Enter 1 or 2 as appropriate, rather than typing Yes, No, or the completion status as text.

Always confirm the learner's actual attendance and outcome before entering completion values.

Optional: Assessment Score

If the learner completed an assessment during the class, you can enter the score in the  Enrollment Results Manual Score  column.

After updating the required learner records, save the Excel spreadsheet.

Part 3: Upload the Completed Spreadsheet

5

Open the Attendance Sheet Upload

Once the spreadsheet has been updated and saved, return to the selected Class Record in KMx.

Click  Upload Attendance Verification Sheet .

KMx Upload Attendance Verification Sheet option
Do Not Skip the Upload

Saving the Excel spreadsheet on your computer does not update the learner records in KMx.

The updated spreadsheet must be uploaded through the Class Record to process the results.

6

Select and Upload the Excel File

In the upload window, click Choose File.

Browse to the location where you saved the updated Attendance Verification Sheet.

Select the spreadsheet and click Upload.

KMx Choose File and Upload controls
Recommended Verification

After uploading, review the resulting learner records in the Class Roster to confirm that attendance and completion information was processed correctly.

If any errors are reported during the upload, review and correct the spreadsheet before attempting another upload.

Attendance and Completion Checklist

Confirm the following before considering the bulk completion process finished.

 Bulk Attendance and Completion Update Finished 

Once the updated Attendance Verification Sheet has been uploaded and the resulting learner records verified, the bulk completion process is complete.

The sheet can be used again for future class sessions by retrieving the appropriate Attendance Verification Sheet for each class.