Use the
CSM Portal
to track and complete an IT Training Task.
To track and complete an IT Training Task:
- Log into the Customer
Portal.
- In the
My Items section, select the
My Current Training link.
The
My Current Training page opens.
- Select the
Training Task link.
The Training Task opens.
- From the Portal Task toolbar, select the
Edit button.
- In the
Actions section, select the
Next: Acknowledge link to acknowledge that you
are aware of the Training Task.
The status changes to Acknowledged.
- (Optional) Defer the Training Task:
- In the
I Want To section of the
Actions section, select the
Defer Training link.
A prompt opens.
- From the
Reason for Deferring Training drop-down
list, select a
reason.
- 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.
- Complete the Training Task:
- In the
Actions section, select the
Next: Set as In Progress link.
The status changes to In Progress.
- When the Training Task is complete, select the
Next: Certify Complete link in the
Actions section.
A prompt opens.
- Provide feedback about the Course.
- Select
OK. The Training Task status changes to
Complete.
- Log out of the
CSM Portal.