Certification Enrollment Management
KMx administrators can manually enroll multiple learners into an existing certification using the Bulk Enroll Members feature.
The feature can also be used to remove certification assignments from selected learners.
1Option 1: Add Learners to a Certification
Enter the Directory Service IDs of the learners who need to be enrolled in the certification.
2Option 2: Remove a Certification from Learners
Use the removal option when existing certification assignments need to be removed.
Important: Verify the Selected ActionBefore submitting, confirm whether you are adding or removing certification assignments.
Selecting the removal option may affect existing learner certification records.
Before You BeginYou will need the Directory Service ID for each learner you wish to enroll or remove.
These IDs can be found by running the List of Learners report from the Reports area.
Directory Service IDs can be entered manually or copied and pasted from Microsoft Excel.
1
Open Certification Administration
From the main KMx administration area, select the People tab.
From the dropdown menu, select Review Certification Record, then click Next.
2
Select the Certification
On the following screen, use the dropdown menu to select the certification you wish to assign to learners.
Click Next to continue.
Tip:Verify that the correct certification has been selected before proceeding, particularly if your organization manages multiple certification programs.
3
Open Bulk Enroll Members
After selecting the certification, the system displays available administration options.
These may include:
- Bulk Enroll Members: Add multiple learners to the selected certification.
- Email Enrolled Learners: Send an email to learners currently enrolled in the certification, if this feature is available.
Select Bulk Enroll Members to proceed.
4
Enter Learner Directory Service IDs
On the Bulk Enrollment form, enter the Directory Service ID for each learner you wish to enroll.
Enter one ID per line. You can type the IDs manually or copy and paste them from an Excel spreadsheet.
Finding Directory Service IDsTo obtain the IDs, navigate to the Reports tab, open the KMx Dynamic Report Menu, and run the List of Learners report.
Copy the required Directory Service IDs into the bulk enrollment form, ensuring each ID is on a separate line.
5
Review and Submit the Enrollment
Before submitting, review the learner IDs and confirm that the correct certification is selected.
If you are adding learners, ensure the form is configured to add certification assignments.
Check Before SubmittingConfirm that the IDs belong to the intended learners and that the selected action is correct.
Do not select the removal option when your intention is to enroll learners.
Once all information has been reviewed, click Submit to process the enrollment.
Removing Certification Assignments
6
Remove a Certification from Learners
The Bulk Enroll Members feature also provides an option to remove the selected certification from learners.
To use this option:
- Open the desired certification record.
- Select Bulk Enroll Members.
- Enter the Directory Service IDs of the learners whose certification assignments need to be removed.
- Select the option to remove the certification rather than add it.
- Review the information and click Submit.
Caution: Removing Certifications Verify the intended learners and certification before processing a removal.
If certification history or completion records must be retained, confirm your organization's recordkeeping requirements before removing assignments.
Verifying the Results
Recommended VerificationAfter submitting the batch operation, review the affected learners' certification assignments.
Confirm that learners were added to or removed from the intended certification as expected.
Bulk Certification Operation Complete Once the batch operation has been submitted and the resulting certification assignments have been verified, the process is complete.
Review any processing errors before considering the entire batch successful.