Program and certification completion editor

The program and certification completion editor provides Site Administrators (or other users with the  totara/program:editcompletion capability) a flexible way to manage a user's progress in a program or certification.

Features of the editor include:

• A list of all users who are (or were) assigned to a program or certification
• The ability to manually make changes to the current completion record of a user
• Validation of a user's current and historical records, with information stating any issues and how they can be resolved
• The ability to view, add, edit or delete program or certification history for users, even if they are no longer assigned
• A full audit trail of all changes to a user's program or certification completion records
• A checker which can identify any program or certification records that contain problems
• Automated fixes which can be triggered to fix discovered issues

Enabling the editor

The completion editor is turned off by default, however it can be enabled by going to Quick-access menu > Configure features > Learn settings and enabling (checking) the Enable program completion editor option.

Once enabled the Completion tab will be made available to to users with the totara/program:editcompletion capability (Site Administrators only by default) when editing a program or certification and allow them to edit current and historical completion records.

Using the editor

To access the editor, first locate and edit the program or certification you want to check, then select the Completion tab.

Completion list

The completion list is an embedded report source and the primary purpose of this report is to provide an interface with a list of users who are currently (and were previously) assigned.

Each user has a status which indicates their status and a link to edit completion records. Clicking the link will take you to the completion editor for that user, which includes the current completion editor, completion history editor and the transactions log. Above the completion list there is a link to check completions for problems, which can be used to find all records with an invalid state for the given program or certification.

Custom reports can also be created in Report Builder using the Program Membership or Certification membership report sources. 

Edit completion records

To edit the completion records for a specific user, click Edit completion records in the completion list.

Current completion record

This section contains the user's current completion record, if they are currently assigned. The editor is controlled primarily by the state in the dropdown list. Changing the state will determine the form fields which can be edited. Other fields may not be editable, but will be changed automatically to be consistent with the newly selected state.

If there is a problem with the record then it will be highlighted and a valid state must be selected before any further changes can be made. When saving changes, information will be provided on a confirmation page, detailing the consequences of the changes. For example, if you change the state of a certification from Certified, window is open to Certified, before window opens then you will be warned that the recertification window will be reopened when it is next processed by cron, causing courses to be reset again.

Depending on the scenario an automated fix may be available which can be run to correct a problematic record. Other records may include suggestions for manual fixes, however you should ensure that the suggested fixes are appropriate for what you are trying to achieve before acting on them.

Completion history

This section shows completion history. Here you can add, edit and delete history records. Form validation when editing history records is the same as when editing current completion records, but there is no information and confirmation step when saving (because history records do not have an effect on a learner's active learning process).

Transactions

This section shows a list of all transactions that have occurred which relate to the user. This technical information can be used by Site Administrators and developers to assist with troubleshooting.

It includes:

• Events that naturally occur during certification, such as becoming certified, the certification window opening, expiry, etc.
• Manual changes made to the current or history completion records using this editor
• Changes to the certification settings, such as the active period (this type of change might not directly affect a user's completion records, but the fact of the change might be relevant, so is included in this log)
• Changes caused by certification completion uploads, or triggered indirectly by course completion uploads
• Automated fixes which were applied