Track and Complete an IT Training Task
Use the CSM Portal to track and complete an IT Training Task.
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:
- 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.
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.
- In the I Want To section of the Actions section, select the Defer Training link.
- 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.
- In the Actions section, select the Next: Set as In Progress link.
- Log out of the CSM Portal.