Explanation of Met By Reasons on Status Reports

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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.

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Angie Michael
Angela Michael has twenty five years experience in system development, support and consulting, with over seventeen years experience in support and consulting for RISC, Inc software systems. She is a project manager for system integration, data integration and implementation projects. She is also heavily involved with application development and quality assurance for our Learning Management System (LMS) the Virtual Training Assistant (VTA). Her background includes in depth experience in the setup and support of training systems in highly regulated industries.
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