Explanation of Met By Reasons on Status Reports

From time to time, users ask for explanations of the Met By reasons that appear on Status reports.  Here is a little refresher:

Pass means the student has successfully completed the course and the next due date (completion date + frequency) is greater than the end date of the report or the course has no frequency meaning that it is only required one time and the student has already completed it.

Exempt means that student has an exemption record for the course and the expiration date on the exemption is greater than the end date of the report or the exemption has no expiration date.

Effective Date means that  the requirement is not yet due because the End Date of the report is less than the Effective Date on the requirement.

Grace means that requirement is not yet due because the student’s assignment date plus the grace period on the requirement is greater than the end date of the report.

Not Yet Due means that the refresher requirement is not yet due because the next due date which is calculated based upon the initial completion date of the primary course + the refresher frequency on the refresher requirement is greater than the end date of the report.

It is also important to note that a requirement can be met for multiple reasons.  When this occurs, multiple status reason will be shown on the status report.  Below are two examples:

Pass Grace means that the student has successfully completed the course and the next due date is greater than the end date and that the Grace date (student assignment date + grace period on the requirement) is also greater than the end date of the report.

Pass Effective Date means that the student has successfully completed the course and the next due date is greater than the end date and that the Effective Date on the requirement is also greater than the end date of the report.

Duncan Welder IV

Director of Client Services RISC, Inc

Mr. Welder holds a Master’s of Education from Texas A&M University in Educational Technology and has more than 25 years experience in implementation of Learning Management Systems, both domestically and abroad. Mr. Welder has been recognized for his application of Learning Management Systems to manage regulatory-compliance in industries ranging from petrochemicals to finance and has provided presentations to professional organizations including the Gulf Coast Process Technology Alliance, the Northwest Process Technology Alliance and the American Society of Training and Development.
Mr. Welder’s career is founded in traditional instructional design and computer-based training development. He is a certified Development Dimensions International facilitator, a Kirkpatrick Certified Evaluator and facilitator of the Ohio State University curriculum development program. In addition to working in industry, Mr. Welder has held adjunct faculty positions at Bowling Green State University, Ohio and the College of the Mainland, Texas. Mr. Welder has been published in both Training Magazine as well as US Business Review.