How to close a training requirement

1. In My tasks click the on the training task name link in the Description column.

Training_approval_task.png

2. Select from the task options and complete the required fields

task_approval_options.png

Task options

Approve actions and close off

Select if you are satisfied with the work done. (Click on See actions taken to review the work done)

After saving the task will move to the Closed tab.

Required fields:

  • Training undertaken

Assign additional action

Select if you require further work done on this task.

After saving the task will be sent to the Action officer.

Required fields:

  • Reason for additional action
  • Instructions for additional action 
  • Action officer
  • Due date for additional action

Training undertaken:
Even if the Action Officer signs off their task it doesn't mean they attended the training. This option allows you to specify/confirm if the participant attended the training. This field is searchable using the Advanced Filters feature.

 

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