Configuring Training Tasks: upload a Training certificate

In order to keep track of Trainings and their completion, it can be useful to configure a Task in which Trainees are asked to upload their certificate once they have completed a  Training.

How to create the upload certificate Task:

You can add a Task to a Training either when you are first creating the Training or at a later stage by editing an existing Training.

Adding the Task when creating a New Training

1. Go to Trainings > Trainings.
2. Click on the + New icon.

In the Training Details Form:

1. Set up the Training by including all the relevant details in the Configuration section.
2. On the right-hand side of the Configuration tab, click on Training Materials.
3. Click on the + Task tab:

Fill out the Task Fields:

1. Give the Task a Title such as "Upload Certificate".
2. Fill out the Task Description if you would like to add some information to the Trainees. This is not mandatory.
3. You can choose whether or not you want to add a Task Supervisor to the Task. Once users have uploaded their certificates, the Task Supervisor will verify that these have been uploaded correctly; also the Task Supervisor will have to Approve the Task for each Trainee before it is marked as completed. 
4. Save once you are finished editing the Training.

Trainees will see the Training in their Dashboard and will be able to upload the certificate once they have completed the Training.

Adding the upload certificate Task to an existing Training

You can add the Task to an existing Training by editing the Training Details Form.

1. Go to Trainings > Trainings.
2. In the Trainings List, use the Filters and/or Search field to find the Training you wish to add a Task to.
3. Once you have found it, click on the Actions button.
4. Click on Edit.

The Training Details Form will open, follow the steps mentioned above describing how to add a Task in the Training Details Form.