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Intermediate Challenge: Making it Happen!
Intermediate Challenge: Making it Happen!

Finance has some end-of-year requirements!

Joël avatar
Written by Joël
Updated over a week ago

The Situation:

It's the end of the year and finance requires that people on the finance team complete a few courses before they receive their bonus checks!

The Challenge:

Pick a few courses (whichever ones you like) and set it up so the finance team is required to learn them!

Note that people will need to complete this training quarterly. In order to pass compliance standards, they must achieve a score of 80% or higher.

Need Article Assistance?

Try these ones!:

Just Show Me How!

Follow the steps as shown below...

1) Go to "Automate"/"Certifications", then select the "+" button to create a new certification

2) Enter a Name, a Description of what the certification is for, then choose "Next"

3) Add the first due date, check the box beside "Renewal required", select "Quarterly" from the "Renewal period" drop-down, then choose "Next"

4) Find and add all courses the team must learn, enter "80" in "Minimum Passing Grade," then choose "Next"

5) Assign the certification to the finance team's group, then "Save"

(Re)visionary!

Your finance team is now required to complete and achieve a minimum 80% grade for all included courses by your new certification's due date! In addition, every 3 months (quarterly) the certification will require the finance team to renew it, having them regularly review and replay materials to keep their knowledge fresh.

Want to try another one? Check out our other challenges in our Learning Library!

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