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Documenting Override of Enrollment Status Reason

  • August 24, 2023
  • 2 replies
  • 35 views

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Hi All,

I have tried searching and not found my answer, so perhaps I didn’t put in the right keyword combination.

We are only about 6 months in as a Docebo customer.

For our legally required courses for our employees, there are occasional reasons why we want to mark their enrollment status as complete (perhaps they took a training class at a fellow institution we are counting).

We know how to go in and change their status on the enrollments page, but I can not find anywhere that is available to put a note as to the “why” we chose to override it.   I would like to be able to document in the portal so that if I or the HR person are gone, it will be clearly documented why a hand alteration was done to their enrollment status to completed.

It would honestly be even better if changing a person to completion required the user enter a reason for the change.

Maybe I am missing something?

Thanks!

Scott

 

Best answer by lrnlab

There are no notes fields when tracking completion...you could potentially create an “Enrolment Additional” field and use that to add your comments. These will also reportable.

https://help.docebo.com/hc/en-us/articles/10682431811602-Creating-and-Managing-Enrollment-Additional-Fields

might be worth a try, especially if you manage that transaction on the admin side

 

2 replies

lrnlab
Hero III
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  • Hero III
  • Answer
  • August 24, 2023

There are no notes fields when tracking completion...you could potentially create an “Enrolment Additional” field and use that to add your comments. These will also reportable.

https://help.docebo.com/hc/en-us/articles/10682431811602-Creating-and-Managing-Enrollment-Additional-Fields

might be worth a try, especially if you manage that transaction on the admin side

 


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  • Author
  • Novice III
  • August 24, 2023

Thank you Irnlab, that is so very helpful.