Configure and Manage Automatic Exemption Policies

PeopleFluent Learning allows you to automatically exempt learners from specific training because they have achieved a minimum score on an exam.  Meaning, the knowledge they have demonstrated through their exam score means that they do not need to take related training to gain that knowledge. These policies define the parameters for automatic exemption.  

There are three steps to configure automatic exemptions:

1. Question pool: select the program or module sessions that qualify for automatic exemption for a question pool.
2. Automatic exemption policy: specify the minimum number of questions and score for questions in the question pool.
3. Exam pool: assign the policy to an exam pool.

When you assign program or module sessions for automatic exemption to a question pool, if the participant achieves a minimum score for questions drawn from the pool (and other pools, depending on the policy configuration), their transcript is updated in one of the following ways:

• They are awarded with an Waiver/Exempt transcript for each of the selected courses for which they do not already have any previous enrollment.
• If they already have an active enrollment, the transcript status is updated to Waiver/Exempt.

When you apply an automatic exemption policy to an exam pool, all exams within that pool containing questions from the specified question pools for the policy will utilize it. This policy determines whether participants' transcripts for the associated courses are marked with a Waiver/Exception status or updated accordingly.

Create an Automatic Exemption Policy

You can create an automatic exemption policy for one or more program or module sessions which have been selected for automatic exemption in one or more question pools. You can then assign the automatic exemption policy to an exam pool. 

To create an automatic exemption policy

1. Go to Manage Center > Learning > Exam and Question Manager > Automatic Exemption Policies. 
2. Click + Create New Policy. 
3. Enter a unique policy code and a name.
4. Click + Add Program/Module Session.
5. The selector page displays learning modules that have been selected for automatic exemption in a question pool.  Choose or more of these modules.
6. Click OK A row for each program or module session is added to the list in the Create Automatic Exemption Policy page.
7. To switch on automatic exemption for an eligible question pool for this policy, select Enabled from the Auto-Exemption Required column. The criteria for automatic exemption are shown.
8. Enter the minimum number of questions from the question pool that the participant must answer, and the minimum percentage score they must achieve.
9. Repeat steps 4 to 7 for each program or module session you want to include in the policy.
10. Click Save.

For information about assigning an Automatic Exemption Policy to an Exam Pool, please see Configure and Manage Exam Pools.

Edit an Automatic Exemption Policy

You can edit an automatic exemption policy to:

• Update the policy's reference and name
• Add more program or module sessions
• Delete program or module sessions from the policy
• Enable or disable eligible question pools
• Update the minimum questions and score for participants taking an eligible exam

To edit an automatic exemption policy

1. Go to Manage Center > Learning > Exam and Question Manager > Automatic Exemption Policies. 
2. Click the name of the policy you want to update.
3. Make the updates as necessary.
4. Click Save.

Delete an Automatic Exemption Policy

You can delete automatic exemption policies that are not assigned to an exam pools.

To delete an automatic exemption policy

1. Go to Manage Center > Learning > Exam and Question Manager > Automatic Exemption Policies. 
2. Locate the appropriate policy and select Delete from the action menu.
3. Click OK.