NOTE: This article's instructions are for customers with our new admin experience. If you are interested in moving into the new admin experience early, please contact customer support. For instructions on how to achieve this in our legacy admin experience, please visit [this link].
This article will show how administrators can change due dates individually. There are three ways to modify due dates for an individual team member on your Admin Dashboard.
Option 1: Editing the annual training due date via the "Edit Team Member" option
Option 2: Editing a training bundle's due date via the team member's profile on the Team page
Option 3: Editing the annual due date year on the insights page
Option 1: Editing the annual training due date via the "Edit Team Member" option
Step 1: Log in to your admin dashboard via go.careacademy.com.
Step 2: Access the Team page by selecting the "Team" Icon on the upper left side of your dashboard
Step 3: Search for the team member using the search feature in our Team member table
Step 4: Select "Edit" for the team member, and you will be taken to the Team member's details
Step 5: You can access by clicking "Information", or you can click on the 3 dot button located at the upper right side of your screen
Step 6: Scroll down to find the field to enter or edit the annual training due date*
*Important: This method is only available if "Custom due date for each team member" is an option that is selected under Annual Due Date Settings. To learn how to change this, please visit this article.
If you do not have this as an option, it means your state has specific compliance requirements. In this case, you have the following option for Step 3:
Under Team Member's Training, select No for Needs initial training. If the Annual Training due date is not yet past due, select No for Annual training past due. Select Yes if the Annual Training is already past due. Then, press Save.
Option 2: Editing a training bundle's due date via the team member's profile on the Team Page
Step 1: Log in to your admin dashboard via go.careacademy.com.
Step 2: Access the Team page by selecting the "Team" Icon on the upper left side of your dashboard
Step 3: Search for the team member using the search feature in our Team member table
Step 4: Select "Edit" for the team member, and you will be taken to the Team member's details
Step 5: While on the Training view of the team member's details, you can head to the bundle intended and select the "Due Date" button under the bundle for which you wish to edit the due date. Note: If there are multiple bundles, you will have to click the name of the bundle to expand it so you can see this option.
Step 3: Enter the due date, and click Save.
Note: Once the change is made, the compliance due date at the top of the team member's profile in the insights page, will still show the original due date, but the compliance bundle will show the due date you have entered. The team member's classes will be assigned based on the due date you assigned.
Option 3: Editing the annual due date year on the insights page
Step 1: Log in to your admin account via go.careacademy.com.
Step 2: Scroll down or search to find the intended user, then click on the annual training due date located in the column shown here:
Step 3: Click on the annual due date year. A plus (+) and minus (-) sign will appear. You can press one of those options to change the annual due date year.
Step 4: Select "Confirm" to change the annual due date year.
To ensure training still meets applicable state requirements, due dates can only be set earlier than annual training would typically be due.