Skip to content
English
  • There are no suggestions because the search field is empty.

What actions can I take on each tab of the learner table?

Applies to: Instructor, Local Admin, Administrator

Each tab has different actions:

  • Ready for Evaluation — Start Evaluation (opens the hands-on evaluation form in a new tab) or Archive (moves the record out of this tab to keep it tidy)
  • In Progress — Notify (sends the learner a reminder to keep going — shown as a yellow button)
  • Near Expiration — For theory courses: Restart Course. For practical courses: Recertify or Reopen Evaluation (see below for the difference)
  • Completed — Recertify or Reopen Evaluation (see below for the difference)
  • Archived — Restore (moves the record back to Ready for Evaluation)

Recertify vs. Reopen Evaluation: "Recertify" resets both the learner’s theory course progress and their practical evaluation(s). Use this only when a learner needs to redo their theory course from the beginning. "Reopen Evaluation" lets you redo or perform another practical evaluation using the same evaluation form, but it does not reset the learner’s theory course progress. Use this when only the hands-on portion needs to be redone.