How to Report an Initial Equipping
From your THI facilitator dashboard, click "my reporting" on the left hand menu.
Click "equipping session."
If your Initial Equipping was listed on the THI events page, you will see it listed under "unreported events." You can report it from there. If your event was not listed on the THI events page, click "report an event."
Fill out the event information. Under "choose event type," click "equipping." Under "choose equipping level" click "initial."
If your event was listed on the THI events page, this should already be complete.
The materials dropdown cannot be selected until the main facilitator has been selected. This is because materials are only available with the appropriate certifications.
Click "Save and next"
For step 2 of the initial equipping reporting, click "add" to add participants.
Initial equipping participants can be added by email address or by name. Ensure the email address you are using is the on listed as the primary email address on their THI account.
Click "add."
If participants do not have an email address, then you can add them by name. However they will not gain access to the materials, resources and certifications on the THI website.
When the report is submitted, they will receive a report to their email inbox with an invitation link.
Encourage participants to open the link as soon as they receive it, as the link expires in 24 hours.
If participants are under or over qualified for an event, you will get a yellow warning box. Please read it carefully before proceeding.
Select the participants by clicking on the checkbox next to their primary email, and click "add."
Click "Save and next"
If the participant group size is outside the recommended size of 4-20, you will receive a pop-up warning. You can either edit the group or confirm and move forward.
For step 3 of the reporting process, select the audience, the lessons covered and share the successes/challenges of the group.
Optionally you can upload files or videos from the group under "testimonies."
Click "select participant certification and mentor."
Input results for each participant.
Click the dropdown to select if they passed or not, who there mentor is (if they have one. If not, you can leave the mentor dropdown blank) and any comments you might have. Marking participants as having "passed" an initial equipping, grants them apprentice facilitator status automatically.
Click "confirm."
Click "save."
Well done! Your Initial Equipping report is now complete.
You can view it under the "reported events" tab on your dashboard by clicking "equipping session" and "reported events." If you need to edit or delete your report, you can do so by clicking "edit report" or "delete" in the bottom left hand corner of the event.
