Giving Credit for External Training

Updated June 16, 2023 22:30

To keep track of training that takes place outside Schoox, you can create credits and set them as "uploadable". The users of your academy can then claim that they have acquired certain credits outside Schoox and provide proof of certification.

How to set up Credits

To set up your credits, you will need to first create Credit Types and then connect these types to your Credit Rules. You can read more on the process here: What are credits and how can I use them in my Academy?

Make sure to set your Credit Type as Uploadable if you want the users to upload their external certificates!

What the end-user sees

Employees and trainees can claim that they have acquired certain credits (from the existing academy credit types) from external training in their personal portfolio. To do so, they need to navigate to the Credits tab under their personal profile.

The process is quite simple and requires the user to:

1. Add the number of credits, by selecting the type of credit from the dropdown list

2. Insert the number of credits in the "Credits" field.

3. Insert the date of certification/training.

4. Provide the name of the training

5. Upload a document of certification by selecting the "Upload" button. (optionally).

6. Save

This article will help you navigate your employees on how to complete the process: How can I upload my External Certificate?

The approval process

Once the user provides all the necessary information, you need to approve or decline these credits. The approved credits will appear on the Credits Dashboard.

Select Credits>Pending Requests>Accept or Decline.

You can always revoke the credits you have accepted from the user.

Reporting on Credits

The awarded credits will appear on the Credits Dashboard.

Moreover, the user will be able to see the number of credits that he/she received as well as download the certificate, by clicking on Me, My Certificates. The external certificates will appear under the External Certifications tab.