Overview: As a Manager using the Flow platform you will be expected to mark external training items as complete in order to keep your records as up to date as possible.
Start from: A learner's profile.
To mark an external training record as completed, you can either:
Mark the records as completed via the learner profile.
This is a useful option when you only need to do this for an individual.
- Select Company > Learners.
- Select the relevant learner’s name to open their profile.
- Select the External training tab from the menu.
- Check if any records say Incomplete under the Status column and select that record to open it.
- Select
> Edit
to open the edit window.
- Edit the Due date if required. Note: Due dates are optional.
- Mark the record as Completed and enter a completion date.
- Enter a Result if required. Note: Including results is optional.
- Write up any Notes in the space provided. Note: Including notes is optional.
- Select Supporting document
to upload any relevant document (e.g., certificate). Supported file extensions: pdf, doc, docx, png, jpg, jpeg, img, csv, xls, xlsx, pptx, mp4. Max file size 100MB. Note: Supporting documents are optional.
Mark the records as complete in bulk
This is recommended if you need to mark certain external training records as completed for several learners quickly.
- Select Learning & Development > External Training.
- Select the first check box on the table header to choose all external training items, OR select the individual check box next to each external training item(s) that you want to mark as complete, OR use the Search
and Filter
options to find the relevant external training items and then use the check boxes to select them.
With the relevant items selected:
- Select
- Enter a Completion Date in the field provided.
- Select Save to confirm or Close to leave without making a change.
Once saved, a notification will confirm that your external training is successfully marked as complete. The completion date is now visible in the external training management list.