Did you know users can upload files into the TargetSolutions records management system? The Request a File component enables platform managers to retrieve certificates of completion from outside sources. This is especially helpful when tracking training completed offline outside of TargetSolutions in which a certificate was received.

The first step for platform managers is to create an activity with the Activities Builder application. Make sure to select the Request a file component, which allows users completing an activity to submit a file into their completion record. While completing the activity, the user will receive instructions explaining what type of file is needed. From there they will be able to select the file from their computer.

Platform managers are able to access the uploaded files by running completions through the Generate Reports application. This process saves platform managers from having to round-up each certificate the old-fashioned way. Easy file uploads is just another example of how organizations are simplifying records and information management with TargetSolutions.

If you have any questions about TargetSolutions online training or how to upload files into the records management system, please contact us today at (800) 840.8048.