How to Manually Update the Training Progress of One or More Users

When necessary, you have the ability to manually update the progress of your users enrolled in active training campaigns. There are three options for updating training progress:

• You can Pass one or more users, meaning their status for the training assignment or training campaign will be changed to Completed.
• You can Reset Progress for one or more users, meaning their progress for the training assignment or training campaign will be erased. Their training status will show as Not Started.
• You can Remove a user from a training campaign, meaning they will no longer be enrolled in the courses within that campaign.

  Note:

  You cannot remove users from a single course, they must be removed from the entire campaign. 

Each of these options can be used for one or more users by manually selecting users in the console or by uploading a CSV file for a bulk update. Use the links below to navigate to your preferred method.

Jump to:

Manually Select Users to Pass
Manually Select Users to Reset Progress
Manually Select a User to Remove from Campaign
Bulk Update Progress

Manually Select Users to Pass

To manually Pass one or more users, follow the steps below.

1. In your KnowBe4 console, click on the Training tab and then click the Campaigns subtab.
2. From the Active campaign list, select the campaign you would like to update the progress for. The campaign overview page will open.
3. To update user progress for the entire campaign, click on the Users tab.
   

   Note:

   To update user progress for a single course, find the course from the list on the Overview tab. Then, click the User Progress button beneath the course name. Then, proceed to step 4.

4. A list of all enrolled users will display.
   
5. Click the checkbox to the left of the user or users you wish to pass. Use the top-level checkbox to select all users shown on the page click to view).
   ×

   Top-level Checkbox

   

   Close

   Note:

   You can update up to 50 users at a time. Each page shows 25 users by default.

6. Once you have selected all the users you wish to pass, click the Actions drop-down button in the top-right. Then, select Mark as Completed.
   
7. A confirmation message will display. Click Confirm to pass the selected users and change their training status to Completed.

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Manually Select Users to Reset Progress

To manually Reset Progress for one or more users, follow the steps below.

1. In your KnowBe4 console, click on the Training tab and then click the Campaigns subtab.
2. From the Active campaign list, select the campaign you would like to update progress for and the campaign overview page will open.
3. To update user progress for the entire campaign, click on the Users tab.
   

   Note:

   To update user progress for a single course, find the course from the list on the Overview tab. Then, click the User Progress button beneath the course name. Then, proceed to step 4.

4. A list of all enrolled users will display.
   
5. Click the checkbox to the left of the user or users you wish to reset progress for. Use the top-level checkbox to select all users shown on the page click to view).
   ×

   Top-level Checkbox

   

   Close

   Note:

   You can update up to 50 users at a time. Each page shows 25 users by default.

6. Once you have selected all the users you wish to reset, click the Actions drop-down button in the top-right. Then, select Reset Progress.
   
7. A confirmation message will display. Click Confirm to reset the progress of the selected users and change their training status to Not Started.

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Manually Select a User to Remove from Campaign

Users can be manually removed one at a time or by using the Bulk Update option if you want to remove more than one user at a time. To Remove a single user from a campaign, follow the steps below.

1. In your KnowBe4 console, click on the Training tab and then click the Campaigns subtab.
2. From the Active campaign list, select the campaign you would like to update progress for and the campaign overview page will open.
3. Click on the Users tab and a list of all enrolled users will display. Then, proceed to step 4.
   
4. Next to each user's name is the Remove from Campaign icon . Find the user you would like to remove and click their icon.
5. A confirmation message will display. Click Confirm to remove the user from this training campaign.

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Bulk Update Progress

The Bulk Update option allows you to pass, reset progress, and remove multiple users all at once. To update the training progress of multiple users in bulk, first prepare a CSV file for upload. The CSV file must use the headers Email and Update-Progress.

When updating progress for the entire training campaign, use any of the following options in the Update-Progress column: Pass-All, Reset-All, or Remove-All. See the example below:

When updating progress for a single training course, use either of the following options in the Update-Progress column: Pass-Course or Reset-Course. See the example below:

Once your CSV file is ready for upload, follow the steps below.

1. In your KnowBe4 console, click on the Training tab and then click the Campaigns subtab.
2. From the Active campaign list, select the campaign you would like to update progress for and the campaign overview page will open.
3. To update user progress for the entire campaign, click on the Users tab.
   

   Note:

   To update user progress for a single course, find the course from the list on the Overview tab. Then, click the User Progress button beneath the course name. Then, proceed to step 4.

4. A list of all enrolled users will display.
   
5. At the top of the page, click the Bulk Update link. The following modal will open:
   
6. Click the Browse button and select the CSV file you created.
7. You can choose who will be notified of this update by selecting from the options None, All Console Admins, or Specific Admins.
   • The selected admins will receive an email notification that lists the number of successful updates along with any errors that occurred.
8. When you're ready, click the Bulk Update button at the bottom of the page.

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