Making a User Compliant and/or Forcing Retraining

From the Documents Full Table, find the document that you would like to mark the user as compliant/non-compliant (force retraining) on. Open up the document by selecting the key ID or name. Select the training cap icon in the icon panel. 

 

In the training slider, select the checkbox next to the user's name and click group actions. In the drop down there are options to mark the user compliant and force the user to retrain

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Marking Users Compliant

Select the make selected users compliant option. A slider will open where you will need to sign off on this action. Comments can be added to the signature for reference, if needed. The date that the signature is completed will be the same date as the users' training completion date. The training dates cannot be backdated. 

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Force Users to Retrain

Select the force selected users to retrain option. A slider will open where you will need to sign off on this action. Comments can be added to the signature for reference, if needed. The training grace period that is set at the category level will reset for the user. 

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Enlarged view