PFL allows you to add and backdate course enrollment via the Enrollment Wizard. Often, customers will conduct in-person, supervised training prior to adding a Task or On-the-Job course in PF Learning.  When this is the case, administrators have to enroll users and mark them complete after the fact.  Although backdating training records can be handled by importing training records via the Training Records CSV Loader, this often causes issues due to volume of data.  The Enrollment Wizard helps to streamline this process.

There is a two-step process for backdating course enrollment.  First, you will enroll the learners, backdating the enrollment date.  Second, you will change the status, backdating the completion date. The process is divided into two steps to allow you the flexibility to backdate course completion if you have enrolled the users by other means, such as the data loader.

To enroll users with a backdated enrollment date

1. Go to Home > Workspace > Enrollment Wizard.
2. Select Enroll from the Action drop-down list.
3. Proceed with enrollment as usual and enter a date in the Enrollment Date field (available only when the Backdate feature is enabled).  This date can be set to a past date/time

To change the enrollment status to "Complete" and set the completion date.

1. Go to Home > Workspace > Enrollment Wizard.
2. Select Change Enrollment Status from the Action drop-down list.
3. In the Change enrollment procedure field, select Change overall status.
4. In the Target Status field, select Completed.
5. In the Completion Date field (available only when the Backdate feature is enabled) enter a date.  This date can be set to a past date/time.