If you need to issue learning records and track course completion (e.g., display a green check mark next to a user’s course), you must configure the course completion criteria.
Step-by-Step Guide
To generate learning records:
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Open the course in question
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Go to Course administration > Course completion
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Expand the Condition: Activity completion section
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Select the mandatory activities
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Click Save changes at the bottom of the page
While other completion criteria are available on this page, they are generally not needed for Epic training.
⚠️ Important: If mandatory activities are not properly defined, two issues may occur:
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Users will never receive a learning record (if no other completion criteria exist)
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Users will always receive a learning record, even without completing required activities (if other criteria trigger completion)
Important Notes
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By default, no activity is selected—meaning all activities are considered optional.
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If an activity does not appear in the list, it is not configured to track completion. See Tracking Activity Completion for setup details.
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The Condition requires dropdown allows you to specify whether all or any of the selected activities must be completed for the course to be considered complete.
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Ensure that selected activities are visible to learners. For example, if a “Training Manual” activity is restricted to Specialty Trainers and hidden from learners, marking it as mandatory would prevent learners from ever receiving a completion record.