User Profile

Clearance Tab

View and process student clearance status

Overview

The Clearance tab displays the student's clearance status and allows you to process level progression and completion.

Clearance Actions

There are two different actions for Level 1 to Level 2 progression:

Move to Level 2

Allows a student to start Level 2 while still having pending Level 1 courses:

  • Student has completed most Level 1 requirements
  • May have 2-3 pending Level 1 courses remaining
  • Can begin Level 2 classes
  • Pending courses become Carryover courses

Students moved to Level 2 with pending courses will have those courses assigned as carryover. They must complete these carryover courses while taking Level 2.

Cleared for Level 2 (Certificate Holder)

Full completion of Level 1 with no pending courses:

  • All Level 1 courses completed
  • All attendance requirements met (11+ sessions per class)
  • All Level 1 exams passed
  • All Level 1 tuition cleared
  • Student becomes a Certificate Holder

Graduate as Alumni

Full completion of both levels:

  • Certificate Holder status (Level 1 complete)
  • All Level 2 courses completed (including any carryover)
  • All Level 2 attendance requirements met
  • All Level 2 exams passed
  • All Level 2 tuition cleared
  • Student becomes Alumni

Move to Level 2 vs Cleared for Level 2

ActionPending L1 CoursesStatus AfterCarryover
Move to Level 2Yes (2-3 max)Level 2 StudentAssigned
Cleared for Level 2NoCertificate HolderNone

What You Can View

Clearance Status

Current clearance status:

  • Not Cleared
  • Moved to Level 2 (with carryover)
  • Certificate Holder (Level 1 Complete)
  • Alumni (Level 2 Complete)

Requirements Checklist

List of requirements and their status:

  • Academic requirements (courses, attendance, exams)
  • Financial requirements (tuition cleared)
  • Carryover status (if applicable)

How to Process Clearance

Move a Student to Level 2 (with pending courses)

  1. Verify most Level 1 requirements are complete
  2. Note any pending courses (2-3 maximum)
  3. Click Move to Level 2
  4. Confirm the action
  5. Pending courses are assigned as carryover

Clear a Student for Level 2 (Certificate Holder)

  1. Verify ALL Level 1 requirements are complete
  2. Confirm no pending courses remain
  3. Click Cleared for Level 2
  4. Confirm the clearance
  5. Student becomes a Certificate Holder

Graduate a Student as Alumni

  1. Verify all Level 2 requirements are complete
  2. Verify any carryover courses are complete
  3. Click Graduate or Mark as Alumni
  4. Confirm the graduation
  5. Student becomes Alumni

Clearance actions are significant. "Move to Level 2" should only be used when a student has a few pending courses. "Cleared for Level 2" requires ALL Level 1 courses to be complete.

For common workflows related to clearance, see the User Management Common Workflows.