Manual Enrollment - Reporting Start Dates/Lookback Date Settings

Document created by 2261986 Support on Jul 6, 2017Last modified by 2261986 Support on Jun 21, 2018
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Reporting Start Date

 A Reporting Start Date means that any courses completed after that specified date will count toward completion of the training plan instance on all related reports. 

An example of when a manual reporting state date would be applied is if a user completed courses previously at organization A, and those courses are also part of a mandatory training plan assigned to learners at organization B. You would need to adjust the new user’s reporting start date when manually enrolling them into the training plan so that those courses completed previously will count towards the new training plan completion.


** Please note, due to accreditation guidelines, the reporting start date feature is not available on the Registered Behavior Technician Series ** 



 How to Manually Set a Reporting Start Date


Step 1: Find the training plan in which the learner should be enrolled



Click on the blue graduate button to the right of the training plan title to go to the enrollment page.


You'll be brought to the "Currently Enrolled" page. To see the learners eligible for enrollment, click on the “Enrollment” tab, pictured below.



Step 2:  Check the box next to “Reporting Start Date”, and input the total number of days from which you want the system to recognize completions for the learner

  For example, if a learner completed a course on 5/11/2016, you would need to set the number of days to be far enough back in order for that course completion to be recognized by the system.



After entering the number of days, select the learner(s) you want to enroll, and click “Enroll”.



Step 3: View learner’s transcript to confirm enrollment



In this screenshot, the courses the learner completed at organization A (denoted by the white check mark inside a green circle) and the courses they need to complete for organization B are listed on the transcript. The training plan properties, such as course availability and due dates, at organization B will now apply to the learner for these courses.





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