Excuse Training

Excuse trainees from a training if they have taken the training elsewhere or no longer need to take the training.

  1. Go to the PureSafety tab > Assignments > open an assignment.
  2. Click Excuse/Mark Complete in the Actions menu.
  3. In the Options section, select the Excuse.

    Skip the next step if you selected the Excuse option.

  4. Type an explanation for why you are excusing the training in the Comment field.
    This is an optional step.
  5. If you want to send email notifications to trainees that informs them that you have excused them, select the Send Notification check box.
  6. In the Training section, check the boxes for the training units you need to excuse. you can choose to complete a trainee either for the current occurrence or for all future occurrences.

    Selecting a lesson, course, or curriculum excuses all pieces of the training that are In Progress or Not Started. Completed training pieces remain in a completed state.

    Selecting a piece of a training excuses only that piece of training.

  7. In the People section, click Add Add Button.
  8. Search for the trainee who completed the assignment. Select the check box next to the trainee's name.

    You can select multiple trainees.

  9. Click OK.
  10. Click Submit.

    If the assignment is recurring, continue to step 12. The Submit button is not available.

Excuse recurring assignments and series

  1. Click Get Occurrences.

    A list of each training occurrence is listed for each trainee. This option is available only for recurring assignments and series.

    Note: An error message appears if more than 500 records are returned. Use the Choose Filters button to return to the Excuse/Mark Complete screen and refine filters.
  2. Select the training occurrence(s).
  3. Click Submit.

    An error message appears if more than 500 records meet the filter criteria. Use the Choose Filters button to return to the Excuse/Mark Complete screen and refine filters.