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Managing Individual Learning

Once learning has been assigned to an individual, this guide explains how to manage it afterward. For information on how to add learning, see Assigning Learning.

Steps to Manage Learning: 

  • Navigate to Learning on the left side of any RFX screen. 
  • In either Staff or Providers, click the View button next to the individual’s name. 
  • On the individual’s page, click the Learning tab. 

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Pending Learning  

Courses that are still pending completion will be listed under the Pending area. 

  • To remind the individual to complete the learning, click the Take Action link in blue text. 
  • Alternatively, the learning can be removed by selecting Cancel Request

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Archived Learning 

If the learning needs to be archived, click the Archive iconblue-archive. This will move the course to the Archived area. 

In the Archived area, the learning can be deleted by clicking the trash icon.  

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