Assign an Exemption or Equivalency to a User

You can give a user credit for a learning plan assignment by assigning an equivalency for a course. If a user is exempt from training and therefore can have the learning plan assignment waived, you can assign an exemption for the course.

Once exemptions or equivalencies are assigned, exemptions will no longer appear on the user's learning plan. Equivalencies will still show on the learning plan with the note, "This item was completed by waiver or equivalent item."

Watch: Assign User Exemptions and Equivalencies within Advanced Compliance

To assign an exemption or equivalency to a user

1. Click Users > Exemptions and Equivalencies on the navigation bar.

   The Exemptions and Equivalencies page displays.

   

2. To search for the user by Last Name, enter the first letter(s) of the last name.

   Or, use the drop-down menu to select a different search criteria.

3. Click Find. A list of users matching your search criteria displays.
4. Click the desired user name from the list.

   The Exemptions and Equivalencies page displays, showing the list of learning plan assignments for the selected user.

5. To assign an exemption:
   1. Select the corresponding check box in the EX column for the desired course.
   2. In Exemption Expiration Date, enter the date the course exemption expires.
   3. In EX/EQ Date Granted, enter the date the exemption was granted.
   4. (Optional) In Justification, enter the reason for the exemption.
6. To assign an equivalency:
   1. Select the corresponding check box in the EQ column for the desired course.
   2. In EX/EQ Date Granted, enter the date the equivalency was granted.
   3. (Optional) In Justification, enter the reason for the equivalency.
7. Click Submit.