CSM 10.4 Documentation

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Track and Complete an IT Training Task

Use the CSM Portal to track and complete an IT Training Task.

Note: This functionality is only available if you have applied the IT Training . For more information, see the mApp Solution Tech Notes documentation.

To track and complete an IT Training Task:

  1. Log into the Customer Portal.
  2. In the My Items section, select the My Current Training link. My Current Training Link
    The My Current Training page opens.
  3. Select the Training Task link.
    The Training Task opens.
  4. From the Portal Task toolbar, select the Edit button.
  5. In the Actions section, select the Next: Acknowledge link to acknowledge that you are aware of the Training Task.
    Acknowledge Link

    The status changes to Acknowledged.

  6. (Optional) Defer the Training Task:
    1. In the I Want To section of the Actions section, select the Defer Training link.
      I Want To: Defer Training

      A prompt opens.

    2. From the Reason for Deferring Training drop-down list, select a reason.
    3. Select OK.
      Note: The Customer's manager receives a notification email and the Training Course enters a status of On Hold. Reactivate the Training Course by selecting the Next: Remove Hold Status link in the Actions section.
  7. Complete the Training Task:
    1. In the Actions section, select the Next: Set as In Progress link.
      Set as In Progress Link

      The status changes to In Progress.

    2. When the Training Task is complete, select the Next: Certify Complete link in the Actions section.
      Certify Complete Link

      A prompt opens.

      Feedback Prompt
    3. Provide feedback about the Course.
    4. Select OK. The Training Task status changes to Complete.
  8. Log out of the CSM Portal.

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