Live Training Tracking for a Recommendation

Some certifications require a live training, such as an instructor-led course held online or in person. When a candidate completes any required online learning, you as the Referrer will receive a progress email letting you know it's time to record the outcome of their live training: how the training was delivered and whether the candidate successfully completed it.

Candidates cannot record their own live training outcomes. A referrer or authorized staff member must record the result. Otherwise they can't complete their certification.

Understanding Training Outcomes

When recording a live training outcome, you will:

Select the training method (Online or In-Person).
Choose an outcome (Complete, Incomplete, or Provisional)
1. If Incomplete or Provisional, you will add notes on additional training needs
2. There can be multiple attempts with multiple roungs of outcome selection until the candidate completes or does not successfully complete training
3. All recorded attempts, outcomes and notes are saved in the recommendation's History
Click Save Outcome.

Training Outcome	What does it mean...	What will happen	What to do next
Complete	The candidate successfully attended and met the requirements of the live training.	The live training requirement is marked complete. The recommendation in its entirety is now considered complete The candidate receives their certification records The Referrer and the candidate receives email updates that the recommendation is complete and the candidate is now certified	Follow up with the candidate about next steps
Incomplete	The candidate did not successfully complete the training. Reasons may include the candidate: Did not attend Left before completion did not meet the training requirements	The Referrer is prompted to record notes about this outcome which won't be visible to the candidate Once those notes are added and the outcome is saved, notification emails are sent to the candidate and referrer about the incomplete status The training requirement remains open	Follow up with candidate to schedule another training if appropriate. Once that's done, record the new training attempt's outcome. If not, you may cancel the recommendation to officially end it.
Provisional	The candidate has successfully completed most of the training but must complete additional follow-up requirements before receiving full credit. This is up to the discretion of the trainer.	The Referrer is prompted to record a follow-up plan which will be visible for the candidate Once those notes are added and the outcome is saved, notification emails are sent to the candidate and referrer that more steps to training are required The training requirement is temporarily locked and the Referrer nor Candidate can make updates	Once the candidate has completed everything outlined in the plan, the Referrer should contact success@nami.org to request review and closure of the provisional outcome if appropriate.

Who Can Record Outcomes?

The recommendation's Referrer (the person who created the recommendation)
Alliance staff with appropriate access to the sponsoring organization. Click here for more information regarding access levels.
NAMI National staff with appropriate access

When applicable or necessary, only NAMI National staff can

Close provisional outcome
Force-complete any stuck requirement. Reach out to success@nami.org for support.

Recording an outcome for the Initial live training

Navigate to candidate's recommendation and scroll to final requirement

Within the live training requirement, look for the section labeled "For Referrers and Alliance Staff." Referrers and Alliance staff with the right permissions will see the following:

Select the method

Choose how the training was delivered: Online or In-Person.

Select the outcome

Choose one of the following: Complete, Incomplete, or Provisional.

Complete will require no next step or follow up. Clicking Save Outcome will complete the requirement and recommendation for the candidate. This means the portal will create the candidate's records.
If you select Incomplete or Provisional, there will be follow up steps covered in later sections.

Click Save Outcome.

After saving any outcome, it will be recorded in the recommendation's History section, which remains available even if additional training attempts are recorded later. The following are recording for each outcome saved:

The date and time
The user who saved the outcome
Any notes entered

Incomplete training and additional training attempt

Selecting the Incomplete outcome notes that the candidate did not successfully complete the live training. An incomplete outcome does not end the recommendation or prevent the candidate from trying again in the future.

When you select Incomplete, an Incomplete Reason field appears. Providing a reason is optional but strongly recommended. The information you enter becomes part of the recommendation history and can help referrers, alliance staff, and NAMI National staff understand what occurred if the candidate attempts the training again later.

The Incomplete Reason is visible to authorized referrers and staff members who have access to the recommendation. Candidates do not see the reason entered in this field. Instead, they will see that the training attempt was recorded as Incomplete. Because candidates cannot see the explanation entered in the Incomplete Reason field, you should communicate directly with the candidate if additional context, feedback, or next steps are needed.

Clicking ‘save’ will immediately email the candidate the outcome. This may be difficult news for your candidate, so consider speaking with them before submitting.

Incomplete Outcome Communications

Saving an incomplete outcome sends two emails: one to the referrer and one to the candidate. The candidate receives an email notifying them that the live training requirement was marked as Incomplete and doesn't include the Incomplete Reason field. Instead, it lets the candidate know that their referrer will provide additional information and discuss next steps.

The referrer receives a confirmation email reminding them to follow up with the candidate regarding the outcome, any feedback that should be shared, and whether another training attempt may be appropriate.

Candidate email:

Referrer email:

Recording another attempt

Recording an Incomplete outcome does not close the recommendation. The training requirement remains open so that a future training attempt can be recorded if appropriate. The recommendation history will show the data recorded for the initial attempt.

When the candidate has finished their next attempt at the live training, record the outcome in the same location in the same way. They may have successfully completed it or provisionally completed it. If another training attempt is not possible or appropriate, consider whether the recommendation should be canceled instead.

Provisional training attempt (passed, with conditions)

Provisional means the candidate attended, but something is still owed. This could include a make-up exercise, a missed module, paperwork. You write that list down, and the system holds the requirement open until NAMI National confirms it's been done.

When you select Provisional, a Provisional Plan field appears. This field is required. Use the Provisional Plan to clearly describe what the candidate must do to complete the requirement.

The plan will be visible to the candidate, referrer, Alliance staff, and NAMI National, so it should include enough detail for everyone to understand the next steps.

The requirement then locks

Once a provisional outcome is saved, the outcome form disappears for referrers and alliance staff. The referrer should work through the plan with the candidate, but only NAMI National can record that the provisional outcome has ended — you cannot save another outcome yourself.

What the candidate sees

The candidate's copy of the requirement will change from ‘Action required from referrer’ to a note: The history underneath shows the provisional plan itself and every previous attempt.

Provisional Outcome Communications

When a provisional outcome is recorded, the system automatically sends notification emails to both the candidate and the referrer.

The candidate receives an email informing them that the training requirement has been marked Provisional and that additional steps are required before the requirement can be completed. The referrer receives a copy of the provisional plan along with a reminder to support the candidate through the remaining requirements. Both emails include the provisional plan so everyone has the same understanding of the remaining requirements.

Once the candidate has completed everything outlined in the plan, the referrer should contact success@nami.org to request review and closure of the provisional outcome.