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Mark a training course as completed

FM-Portal

IC2542
Training Administration
FM-Portal
Case worker

Once a training session has been conducted, you can mark it as such. It will then no longer appear as an option in the participant list.

Purple button with white text
Purple button with white text "Voraussetzung" and icon of checklist or document on left side

  • The training session has already been created and transferred to the workflow step "Invited to training"

  • All participants are in the workflow steps "Attended," "Did not attend," or "Declined"

Purple button with white text
Purple button with white text "Vorgehensweise im FM-Portal" and clock icon on left side

Path to the starting point: Infrastructure Building Management - Training Administration - Training Courses

  1. Open the training session you want to mark as completed.

  2. In the toolbar, under Actions, click Training Completed.

Dropdown menu showing
Dropdown menu showing "Aktionen" options with "zur Schulung eingeladen" and "Schulung durchgeführt" checkboxes

  1. Click Yes.

Workflow status change dialog asking to confirm switching to
Workflow status change dialog asking to confirm switching to "Training completed" step with Yes and No buttons

The training session has been marked as completed and is no longer displayed in the participant schedule.

Purple banner with light bulb icon and German text
Purple banner with light bulb icon and German text "Guck auch mal hier rein:" suggesting to look inside

📄 Kommentare zu Datensätzen hinzufügen IC1223

📄 Dokumenten-Upload verwenden IC1569

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Training Administration

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