> For the complete documentation index, see [llms.txt](https://interfacing.gitbook.io/interfacing-help-files/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://interfacing.gitbook.io/interfacing-help-files/end-users/training-application-users/execute-training.md).

# Execute Training

Complete an assigned training.

## Workflow Overview

<i class="fa-location-dot">:location-dot:</i>  **Current Task:** Execute Training

<i class="fa-user">:user:</i>  **Performed By:** Assigned Trainee (e.g., Employee, Manager, Contractor)

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

***

## Interactive Tour

See how to complete a training assignment step by step.

{% @howdygo/embed url="<https://app.howdygo.com/share/2b334375-46f3-4cbc-8fa7-baa5814965fc>" %}

***

## Accessing the Task

The **Execute Training** task can be accessed through any of the following:

* The **To Do** module.
* The **direct link** provided in the email notification.

***

## Completing the Task

Trainees must complete the assigned training within the designated timeframe.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

{% hint style="success" %}
For guidance on common form features and functions, see [**Working with Forms**](/interfacing-help-files/end-users/exploring-apps/working-with-forms.md)
{% endhint %}

***

{% stepper %}
{% step %}

### Complete Training Phase(s)

Your program may include **one or more** of the following phases:

<details>

<summary><mark style="color:blue;"><strong>Complete Pre-Assessment</strong></mark></summary>

The **Complete Pre-Assessment** phase evaluates your current knowledge and readiness before starting the training. Depending on your program, it may include one or more questionnaires. Complete all assigned questionnaires to proceed.

***

<i class="fa-thumbtack-angle">:thumbtack-angle:</i>  **Basic Assessment**&#x20;

This questionnaire collects information about your prior experience and current understanding of the training topic.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

***

<i class="fa-thumbtack-angle">:thumbtack-angle:</i>  **Customized Assessment**

This questionnaire contains questions tailored specifically to your assigned training program.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

To answer a question:

* Click the **Edit** ( <i class="fa-pen">:pen:</i> ) icon next to the question or double-click the question.
* Enter your response in the window that opens.
* Use the navigation buttons as needed:

  * **Previous:** Click to save your response and return to the previous question.
  * **Save and Close:** Click to save your response and close the window.
  * **Next:** Click to save your response and proceed to the next question.

  <div data-gb-custom-block data-tag="hint" data-style="warning" class="hint hint-warning"><p>The <strong>Previous</strong> and <strong>Next</strong> buttons are unavailable on the first and last questions, respectively.</p></div>

***

<i class="fa-thumbtack-angle">:thumbtack-angle:</i>  **External Assessment**

This questionnaire is hosted outside the platform. Access it via the provided link.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

***

<i class="fa-circle-chevron-right">:circle-chevron-right:</i>  **Confirm and Proceed**&#x20;

After completing the assessment, click **Confirm and Proceed** to advance to the next phase (if applicable).

</details>

<details>

<summary><mark style="color:blue;"><strong>Read Documentation</strong></mark></summary>

The **Read Documentation** phase provides access to assigned training materials. Review all required documentation to proceed.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

***

<i class="fa-book-open">:book-open:</i>  **Access Documentation**

There are two types of documentation:

* **Primary**

  Required materials that must be reviewed. Available in the main accordion.
* **Secondary (Supporting)**

  Optional materials that provide additional context. Available in a sub-accordion.

To view a documentation item, click the corresponding hyperlink.

***

<i class="fa-square-check">:square-check:</i>  **Mark as Completed**

For each primary documentation item you review, select the **Read** checkbox.

***

<i class="fa-circle-chevron-right">:circle-chevron-right:</i>  **Confirm and Proceed**&#x20;

After reviewing all required documentation, click **Confirm and Proceed** to advance to the next phase (if applicable).

</details>

<details>

<summary><mark style="color:blue;"><strong>Execute Training Courses</strong></mark></summary>

The **Execute Training Courses** phase provides access to assigned courses. Complete all required courses to proceed.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

***

<i class="fa-chalkboard">:chalkboard:</i>  **Access Training Course(s)**

To access a course, click the corresponding hyperlink.

***

<i class="fa-pen-line">:pen-line:</i>  **Record Course Completion**

After completing all assigned courses, provide the following:

* **Feedback or Details**\
  Enter comments about your overall training experience, course content, or other relevant information.
* **Validation of Completion**\
  Upload your certificate (or other supporting documentation) to confirm you have completed the required course(s).

***

<i class="fa-circle-chevron-right">:circle-chevron-right:</i>  **Confirm and Proceed**

After completing all required courses, select **Confirm and Proceed** to advance to the next phase (if applicable).

</details>

<details>

<summary><mark style="color:blue;"><strong>Complete Post-Assessment</strong></mark></summary>

The **Complete Post-Assessment** phase evaluates your comprehension and retention after completing the training. Depending on your program, it may include one or more questionnaires. Complete all assigned questionnaires to proceed.

***

<i class="fa-thumbtack-angle">:thumbtack-angle:</i>  **Basic Assessment**

This questionnaire collects feedback on your overall experience and understanding after completing the training.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

***

<i class="fa-thumbtack-angle">:thumbtack-angle:</i>  **Customized Assessment**

This questionnaire contains questions tailored specifically to your assigned training program.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

To answer a question:

* Click the **Edit** ( <i class="fa-pen">:pen:</i> ) icon next to the question or double-click the question.
* Enter your response in the window that opens.
* Use the navigation buttons as needed:

  * **Previous:** Click to save your response and navigate to the previous question.
  * **Save and Close:** Click to save your response and close the window.
  * **Next:** Click to save your response and navigate to the next question.

  <div data-gb-custom-block data-tag="hint" data-style="warning" class="hint hint-warning"><p>The <strong>Previous</strong> and <strong>Next</strong> buttons are unavailable on the first and last questions, respectively.</p></div>

{% hint style="danger" %}
If a passing score is required, the system will verify the obtained score upon form submission. If the minimum requirement is not met, re-training is triggered automatically.
{% endhint %}

***

<i class="fa-thumbtack-angle">:thumbtack-angle:</i>  **External Assessment**

This questionnaire is hosted outside the platform. Access it via the provided link.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

After completing the assessment, provide the following:

* **Proof of Completion**

  Upload your certificate (or other supporting documentation) to confirm you have completed the assessment.
* **Score Obtained** *(if available)*

  Enter your achieved score.

{% hint style="danger" %}
If a passing score is required, the system will verify the obtained score upon form submission. If the minimum requirement is not met, re-training is triggered automatically.
{% endhint %}

***

<i class="fa-circle-chevron-right">:circle-chevron-right:</i>  **Confirm and Proceed**&#x20;

After completing the assessment, click **Confirm and Proceed** to advance to the next phase (if applicable).

</details>

<details>

<summary><mark style="color:blue;"><strong>Enter Certification Information</strong></mark></summary>

The **Enter Certification Information** phase allows you to record the certification details obtained during training.

{% hint style="warning" %}
This phase appears only if the selected assessment method is **Certification** and represents the final step before submission.
{% endhint %}

* **Certification Name:** Enter the official title of the certification you received.
* **Certification Date:** Select the date the certification was awarded.
* **Certification Number:** Enter the unique ID or reference number of your certification, if applicable.
* **Certification Description:** Provide a brief description of what the certification covers or its purpose.
* **Additional Information:** Include details such as expiration date, level, or any special notes.
* **Certification Documents:** Upload supporting documents, such as certificates, transcripts, or digital badges.

</details>

{% hint style="info" %}

#### Progressing Through Phases

The training is completed in a set order, one phase at a time:

* Click **Confirm and Proceed** to advance from one phase to the next.
  * Once you advance, you **cannot return** to previous phases.
* If your training has only one phase—or you are in the final phase—the **Confirm and Proceed** button will not appear. Simply complete all requirements and submit the training.
  {% endhint %}

***

{% endstep %}

{% step %}

### Provide Feedback

Use the **Comments** field to provide feedback, ask questions, or share observations about the training.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

{% hint style="info" %}

#### Commenting Guidelines

Comments remain visible throughout the workflow for transparency and communication.

* You may **edit**, **delete**, or **reply** to your own comments.
* You may **reply** to others' comments but cannot edit or delete them.
  {% endhint %}

***

{% endstep %}

{% step %}

### Submit Training

When you reach the final phase of training, the following fields become visible:

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

* **Completion Date:** Select the date you completed the training.

{% hint style="info" %}
This field defaults to the current date; modify it if your training was completed on a different day.
{% endhint %}

* **Training Completed:** Click to formally submit the training.

{% hint style="danger" %}

#### What Happens After Submission?

The post-submission process depends on the training configuration:

* **Passing Score Required**
  * The system verifies your post-training assessment score.
  * If the minimum score is not achieved, retraining is triggered automatically.
    * During retraining, the pre-assessment phase is skipped, as its relevance diminishes with subsequent sessions.
* **Additional Review Required**
  * The training is sent to the assigned manager(s) for review.
  * The manager(s) determine whether the training is successfully completed or if retraining is required.
  * If approved, you will receive an email confirming successful completion.
* **No Additional Review**
  * The training is closed automatically.
  * You will receive an email confirming successful completion.
    {% endhint %}

***

{% endstep %}
{% endstepper %}

***

## Requesting an Extension

To request more time to complete the training:

1. Click **Request an Extension**.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

2. In the section that appears, enter a new due date and provide a reason for your request.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

3. Click **Send Request** to notify your manager(s).

{% hint style="info" %}
If you change your mind before submitting, click **Cancel** to withdraw the request.
{% endhint %}

<p align="center">━━━━━━━━━━━━━━━━━━━━━━━━━━━</p>

Once you submit your request, you can track its status. There are three possible states:

* <mark style="color:yellow;">**`Pending`**</mark>
  * Your request is awaiting managerial decision.&#x20;
  * The **Request an Extension** button is hidden until a decision is made.
* <mark style="color:green;">**`Approved`**</mark>
  * Your new due date is applied.&#x20;
  * The **Request an Extension** button reappears, allowing you to submit another request if needed.
* <mark style="color:red;">**`Rejected`**</mark>
  * Your original due date remains in effect.&#x20;
  * The **Request an Extension** button reappears, allowing you to submit another request if needed.

{% hint style="info" %}
You can submit multiple extension requests. The status will always reflect the latest request.
{% endhint %}

***

## See Also

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>My Trainings</strong></td><td>View and manage trainings assigned to you as a participant.</td><td><a href="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FTsmotAZODl73B2FqBLdd%2FIMS-V16-NAV-Library-Icons-145.png?alt=media&amp;token=8902fbf9-e9d2-4e2a-8c47-1d6c202f8619">IMS-V16-NAV-Library-Icons-145.png</a></td><td><a href="/interfacing-help-files/end-users/training-application-users/my-trainings.md">My Trainings</a></td></tr></tbody></table>


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