In Channeltivity, you can manually award Course and Certification Completions to Users and Organizations. This feature is particularly useful for tracking training activities that occur outside of Channeltivity, such as in-person sessions or training completed through an external LMS. It also allows you to award Organization-level Certification Completions, which can only be awarded manually. 


This article will guide you through the process of manually creating Course and Certification Completions. For more information on Courses and Certifications, please refer to the following articles:


Creating Manual User Course Completions


  1. Navigate to the Training & Certification module from the left-hand menu, then select Course Completions from the sub-navigation menu. 

  2. On the Course Completions page, click the New Course Completion button. 

  3. Enter the User’s name, specify the Course, provide the Completion Date, and include any additional notes you wish to add.
  4. Click "Save" to save your changes.


Creating Manual User and Organization Certification Completions


  1. Navigate to the "Training & Certification" module from the left-hand menu, then select "Certification Completions" from the sub-navigation menu. 

  2. On the Certification Completions page, click the "New" button and choose one of the following Certification types:
    • New User Certification Completion: Completion associated with a User record.
    • New Organization Certification Completion: Completion associated with an Organization record (can only be awarded manually).

  3. Select the User’s name (or Organization name for Organization Certification Completions) from the dropdown menu, specify the Certification, provide the Completion Date information, and include any additional notes you wish to add.

  4. Click "Save" to save your changes.


NOTE: Organization Certification Completions can only be awarded manually. For details on automating this process, please see the FAQs section below. 



Frequently Asked Questions (FAQs):



How can I automatically award an Organization Certification to a Partner Organization when the required number of User Certifications has been completed?
This article provides step-by-step instructions for creating a Zapier automation that certifies a Partner based on the completion of the necessary User Certifications.


How can I identify Completions that were created manually?
You can identify manually created Course and Certification Completions by referring to the “Created Manually” column on the Course and Certification Completion pages.