Article Links: Introduction | Home Screen | Search by Keywords | Scan QR Code |
INTRODUCTION
The Convergence Credit App allows administrators to take class attendance, checkoff tasklist, and grant credit for all activity types. Using this app is the same as if the administrator logged into the LMS to access the Credit Wizard, take class attendance, or perform a tasklist checkoff. The Credit App allows you to:
- Track individual or group training events
- Take attendance for classes
- Apply credit to any type of training activity
- Capture digital signatures of instructors & learners
This article is an overview of the Credit App and provides an introduction to the Home screen and tips for navigation and crediting training. This article assumes the user has already logged into the Credit App.
In order to use the Credit App and administrator must be given any one of the following administrative security roles:
- Master
- Admin
- Credit Training
- Tasklist Checkoff
The Credit App allows all activities to be credited whether they are mobile compatible or not. Please refer to the Convergence Mobile: Mobile Compatibility Explained article to learn which activities are mobile compatible and how to set mobile compatibility in the LMS for your activities.
HOME SCREEN
Immediately after login, the HOME screen appears. The screen presents 3 buttons:
- Credit Wizard
- Checkoff Tasklist
- Take Class Attendance
The benefit of using the Credit App to credit your training is that an administrator can collect signatures form employees as well as themselves. The signatures collected will appear in the completion record of the LMS.
Credit Wizard
The Credit Wizard feature allows an administrator to credit any activity. Please refer to the Credit App: Credit Wizard article to learn how to use the Credit Wizard.
Checkoff Tasklist
Checkoff Tasklist allows an administrator to check-off the tasklist as an observer. Please refer to the Credit App: Checkoff Tasklist article to learn how to checkoff a tasklist.
Take Class Attendance
Take Class Attendance allows an administrator to take attendance during or after an in-person training session. Please refer to the Credit App: Take Class Attendance article to learn how to take attendance.
SEARCH BY KEYWORDS
Step 1 of any function in the Credit App allows two methods to search and locate activities:
- Type Keywords
- Scan a QR Code
Note: Please refer to the Assets - LMS: Add Assets and Relate to Training Content article to learn how to create QR Codes and associate them to an activity or qualification. Once associated, they can be scanned in any mobile app to present all training associated with an asset.
Follow these steps to search for activities by keywords:
- Type all or part for the activity name in the search field.
- Click the Magnifying Glass icon.
Note: You may also click on the Magnifying Glass icon without searching for an activity to present a list of ALL activities available to be credited. - A list of activities will appear.
- Click the activity name to select the activity to be credited.
Note: You may only select ONE activity at a time. - Click the Next button in the lower right corner of the screen.
- Refer to the following articles:
Credit App: Credit Wizard
Credit App: Checkoff Tasklist
Credit App: Take Class Attendance
SCAN QR CODE
Follow these steps to search for activities by QR Code. Refer to the Assets - LMS: Add Assets and Relate to Training Content to learn how to relate activities to an asset.
- Click the Scan button in the upper right corner of the screen.
- Your camera will launch.
- Scan the QR code.
- A list of activities that are related to the QR Code will appear.
- Click the activity name to select the activity to be credited.
Note: You may only select ONE activity at a time. - Click the Next button in the lower right corner of the screen.
- Refer to the following articles:
Credit App: Credit Wizard
Credit App: Checkoff Tasklist
Credit App: Take Class Attendance