Assign an Exemption or Equivalency to a Demographic Group

You can assign exemptions and equivalencies to all users in a demographic group. The values you enter in the EX/EQ Date Granted, Exemption Expiration Date (for exemptions) and Justification fields apply to all users in the group.

To assign an exemption to a group

Watch: Assign Demographic Group Exemptions within Advanced Compliance

1. Click Demographic Groups > Exemptions and Equivalencies on the navigation bar.
2. Select the course from the Course drop-down list.
3. To further filter the group, select the appropriate demographics from the drop-down lists.

   A list of only those users with an open (non-complete) assignment for the selected course and who meet the demographic criteria, if specified, displays.

4. To assign an exemption:
   1. Select the EX check box.
   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. In Justification, enter the reason for the exemption.
5. To grant the exemption:
   • To all users in the list, select the Select/Unselect All check box.
   • To only certain users, click the check box beside each name.

     To clear all users, click the Select/Unselect All box again. You can clear certain users by clicking the check box beside each name.

6. Click Submit.

To assign an equivalency to a group

Watch: Assign Demographic Group Equivalencies within Advanced Compliance

1. Click Demographic Groups > Exemptions and Equivalencies on the navigation bar.
2. Select the course from the Course drop-down list.
3. To further filter the group, select the appropriate demographics from the drop-down lists.

   A list of only those users with an open (non-complete) assignment for the selected course and who meet the demographic criteria, if specified, displays.

4. To assign an equivalency:
   1. Select the EQ check box.
   2. In EX/EQ Date Granted, enter the date the equivalency was granted.
   3. In Justification, enter the reason for the equivalency.
5. To grant the equivalency:
   • To all users in the list, select the Select/Unselect All check box.
   • To only certain users, click the check box beside each name.

     To clear all users, click the Select/Unselect All box again. You can clear certain users by clicking the check box beside each name.

6. Click Submit.