How to Send the Official Certification of Completion (Manager role)

Receive New Task

Once a Student has completed 100% of their portfolio and the Student Advisor has reviewed 100% you will get an email with the task to review it.

Click on the email and you will see the task, click on the top "Portfolio ready to Approve - L1" and the link will take you to the student’s case task. 

Once there, click on Cert Case link (in blue).

Review Student Case

Once in the case, be sure that:

1. The student has signed both agreements.

2. The Portfolio Progress is 100% .

3. The Portfolio Review is 100%. 

4. Click on the Portfolio link and do a last review. 

(Tip: Remember to check for any notes from the Student Advisor in Notes section.)  

If everything looks good, then click on Approve Portfolio. .

A new message will appear at the top indicating it has been approved.

You will notice now in the case that the portfolio is now completed.

Approve the Portfolio

Right on top you now have the option to approve the portfolio.

Click on Approve Portfolio and then Save.

The system will ask you again to approve it, click on the empty box and click save again.

Certify the Student

Now the student is Ready to be Certified.

Click on it. It will also be on your L1 - Ready for Certification.

Click on Certify Student.

Under Level 1: Progress, the status will show Certified.

A new email will be sent to the student with the good news. 

Close Task

Now go to the list of activities at the top left side and click on Open Activities.

Click on Open Activities Task.

You will be directed to the first part were we started and then click Close Task.

That's it! :)