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CM Hub: Mark person forum trained

How to add a forum training for members and spouse/partners.

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Written by Niloma Kolay

Usage

When a member or spouse/partner completes a chapter sponsored forum training such as Forum Fundamentals or Moderator Foundations, the chapter is responsible for updating the training information.

Platform

Chapter Management Hub


Watch the video


Steps

Navigate to Forum > Forum Training

1. Go to Forums module and click on the Forum Training tab.

2. Find the member or spouse/partner name.

Forum Training Achievement Action

3. Click on the action button to the left of the person's name and select Add Forum Training Achievement.

4. Fill the Completed Date and Select the training that was completed.

5. Click Save.


Things to know

  1. All views on the Forum Training tab and the Forum Membership tab have the Add Forum Training Achievement action. It works the same on every view.

  2. Chapters are only required to update forum training data for chapter sponsored trainings. If the member attends a YPO global forum training, the data is updated automatically after the members attendance is confirmed.


How to get help

Reach out to your regional manager (RM) or forum and learning manager (RFLM) for additional support.

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