Completing a program / trainee offboarding
Who this is for
Agency administrators when a trainee finishes training, leaves early, or you need records for retention.
Recommended order
- Confirm training documentation is complete
- Export trainee archive ZIP
- Complete program
- Update user access level / staff roles on Manage Users
Complete program
Trainees → enrollment row → Complete program → Mark program complete.
Outcome: Successful, Early termination, Withdrawn, or Other. Add Notes when required.
Sets enrollment completed, end date, and deactivates trainee role in that program. Records remain.
Does not auto-promote to FTO — update Manage Users and Program → Staff separately.
Mistake? Reopen program on a completed row.
Cancel enrollment (before any DOR)
Cancel enrollment & refund credit — wrong enrollment only, no DORs filed. Not for finished training.
Export training file
Trainees → Export → Generate archive.
ZIP includes DOR PDFs, attachments, forms, checklists, objectives, reports, and related materials. Notification when ready; download from history.
Downloads expire after 30 days — save offline for records.
Trainee profile and files
- Profile — printable trainee sheet from Trainees row
- Reports → Trainee files — enrollment document storage
After completion
| Situation | Action |
|---|---|
| Promoted to staff | Raise access level; assign Program → Staff |
| Left agency | No login per policy; contact support for deletion requests |
| Another program | Enroll on Trainees (uses credit on pay-go) |
Data retention
Automatic purge after completion is configured by DORWORKS (contact support). Full deletion requests: support@dorworks.com.
Offboarding checklist
- DORs/forms/checklists complete
- Archive exported and saved
- Program marked complete
- User roles updated
Need help?
Support or support@dorworks.com