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Change a staff member's status for a SmartFlow university training course

You can change a staff member's status for a SmartFlow university training course. You can change a staff member's status to Not Started, In Progress, Passed, or Failed.

You must have a SkyPrep account with administrator permissions.
To change a status, do this procedure.
  1. Sign in to a practice's SmartFlow account.
  2. Select the user account button.
    The user account icon
    SmartFlow shows more settings.
  3. Select SETTINGS.
    The SETTINGS command
    SmartFlow shows the General screen.
  4. In the SECURITY section, select Users.
    The Users command
    SmartFlow shows the Users screen.
  5. Copy the email address of the applicable staff member.
  6. Go to https://smartflowsheet.skyprepapp.com/account.
    A sign-in screen shows.
  7. Sign in to your SkyPrep account.
  8. In the left sidebar, select People.
  9. Select Users.
    The Users screen shows.
  10. In the Search box, enter the staff member's email address.
  11. Press Enter on your keyboard (?)
    The Users screen shows an entry for the applicable staff member.
  12. Select the staff member's name.
    The Enroll in Course screen shows.
  13. Select Enrolled Courses.
    The Enroll in Course screen shows training courses that the staff member is enrolled in.
  14. In the Edit Progress column for the applicable course, select the Edit Progress button.
    A new screen shows.
  15. In the Course Status box, change the status of the course as necessary.
  16. Go to the practice's SmartFlow account.
  17. In the TRAINING STATUS column of the Users screen, select the Update button for the applicable staff member.
    The new status shows.
You changed the staff member's status for a SmartFlow university training course.