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].
CareAcademy allows administrators to waive classes for their team members. This can be a great tool for your organization if you use multiple sources of training, offer in-office or "offline" viewing for CareAcademy classes, or hire team members who have completed training elsewhere.
Waiving a class will exempt a team member from having to complete the standard assigned class, as well as capture details of the substituted class. Details about the substituted class will also be added to your compliance report.
How to Waive a Class 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 to be taken to the Team member's details
Step 5: Find the class you want to waive, select the 3 dot button for the class, and choose "Waive class"
Step 6: You can select to document a CareAcademy class if completed in a group setting for example, Select a pre-existing external class to document in its place, or select "New class" to create an external completion
Step 7: For non-CareAcademy classes, you will need to enter all details required for training logs. Select "New Class" and enter the training details. You may opt to save the class for future use. You may use it to waive classes for other team members that have completed the same class. Any class added via the New Class tab can be accessed under Class Library.
For CareAcademy classes, you will only need to enter training session details. Please use "CareAcademy" for Class Trainer and "www.careacademy.com" for Class Location if CareAcademy classes were taken online and not lead by an instructor.
The waived class will now be updated on the Admin Dashboard and removed from the team member's assigned classes.
For non-CareAcademy classes, you will be able to see the class details you entered in the team member's training log, but you will not be able to print a certificate.
For CareAcademy classes, you will be able to print a certificate and view class details in the team member training log.
TIP: If a class was waived, it will have the menu button (three dots) on the right side of the class name under the Completed column.
How to Waive a Class on the Insights Page
Here you can find:
How to Edit Waived Class Details
Step 1: Log in to your dashboard at go.careacademy.com, and expand the profile of the team member you would like to waive a class for.
Step 2: You will see a menu button (three dots) next to each class that is eligible to be waived. These are classes the team member has been enrolled in, but has not yet completed. Find the class you want to waive, and press the menu button.
Step 3: Select the "Waive Class" option.
Step 4: Select the method for how this class was completed. Then, press Continue.
Organisation Class or Other: Select this option if the course topic was covered by an in-person, in-service, or online training method that is not CareAcademy. If you choose this option, you will either be able to select a class placeholder you added that is in your Class Library, or you can create a class placeholder by clicking the "New Class" button.
CareAcademy Class: Select this option if the class topic was covered with CareAcademy content. This option is most commonly used if CareAcademy content was used to facilitate an in-person class or if the team member completed this CareAcademy class with a different organization.
Step 5: Enter details for the substituted class. Then, press Waive.
For non-CareAcademy classes, you will need to enter all details required for training logs. Select "New Class" and enter the training details. You may opt to save the class for future use. You may use it to waive classes for other team members that have completed the same class. Any class added via the New Class tab can be accessed under Class Library.
For CareAcademy classes, you will only need to enter training session details. Please use "CareAcademy" for Class Trainer and "www.careacademy.com" for Class Location if CareAcademy classes were taken online and not lead by an instructor.
The waived class will now be updated on the Admin Dashboard and removed from the team member's assigned classes.
For non-CareAcademy classes, you will be able to see the class details you entered in the team member's training log, but you will not be able to print a certificate.
For CareAcademy classes, you will be able to print a certificate and view class details in the team member training log.
TIP: If a class was waived, it will have the menu button (three dots) on the right side of the class name under the Completed column.
How to Edit Waived Class Details
After you waive a class, it is possible to edit the details entered by selecting the "menu" button to the right of the class name and selecting the "Edit Waived Class" option. This can be used if you made a mistake or need to update details for any waived class.
How to Unwaive a Class
After you waive a class, it is possible to undo this by selecting the "menu" button and selecting the "Unwaive Class" option. This can be used if you made an error in waiving a class or have reassessed the team member's need to complete that class. The class will be automatically assigned to the team member's account again and will be moved to the In Progress section of the team member's profile.