Usage
Mistakes happen! You can edit a previously entered forum training achievement with a few clicks on the CM Hub. If you entered the information incorrectly, you can also cancel the training achievement. Let's dive in!
Platform
Chapter Management Hub
Watch the video
Steps
Navigate to Contact Record
1. Locate a view with the members* or spouses/partners names that contain a blue hyperlink.
*A good option is Forums > Forum Training > Members Completed Forum Training.
2. Click on the blue hyperlinked name of the person who needs the forum training updated. This opens the person's contact record.
Locate Contact Achievements
3. Click on Related.
4. Scroll until you see Contact Achievements.
5. Locate the Contact Achievement you need to edit.
6. Use the drop-down caret on the right and select Edit.
7. Update fields as needed.
8. Click Save.
How to Cancel a Forum Achievement
If you entered a forum training for the wrong person or entered the data twice, you can cancel the contact achievement which is similar to deleting something in YPO's system.
Follow steps 1-6 and edit the following fields on the contact achievement:
Status = Cancelled
Add Reason Cancelled
Remove Completed Date
Click Save.
*YPO associates receive a notification when you cancel a forum training achievement so that a persons forum training checkbox or trained moderator checkbox can be updated if needed.
Things to Know
The steps above will work anywhere on the CM Hub you see a blue hyperlink to a member or spouse/partner contact record.
How to get help
Reach out to your regional manager (RM) or forum and learning manager (RFLM) for additional support.