Scenario
You are creating a one-way course equivalency where completing Course A grants credit for Course B.
You want to know whether you must select Automatically assign and complete for the equivalency to function correctly.
Explanation
To create a basic one-way equivalency, you do not need to select Automatically assign and complete.
The correct setting depends on how you want Course B to behave after Course A is completed.
The difference is whether Course B should:
Be marked complete only if it was assigned
Be automatically assigned and completed regardless of assignment
Option 1: Basic one-way equivalency (recommended for most scenarios)
Action
Do not select Automatically assign and complete.
Result
Course B is marked complete only if it has already been assigned to the learner.
The learner receives credit for Course B only when it is part of their required training.
This option is recommended when you want Course A to satisfy Course B’s requirement without automatically assigning new training.
Option 2: Automatic assignment and completion
Action
Select Automatically assign and complete.
Result
The system assigns Course B to the learner.
The system immediately marks Course B as complete.
This occurs even if Course B was never previously assigned.
Use this option only when you want the learner to have both an assignment record and a completion record for Course B as soon as they complete Course A.
Recommendation
In most cases, select the basic one-way equivalency (do not enable Automatically assign and complete).
This approach allows Course A to satisfy Course B’s requirement without creating unintended assignments or completion records.