How do I manage training for multiple training items and users at the same time?

The training system was designed to allow training coordinators, department managers, and trainers to mark training complete and, optionally, upload training evidence for multiple items and users at a time.

Click the expand (>) control to view detailed instructions for launching the appropriate Manage Training page for each scenario.

Manage Training for Multiple Training Items Assigned to one User

  1. From the navigation menu, click Manage Training.

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  1. Click the “Manage Training” button next to the user’s name.

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  1. Select the applicable training items and click “Mark Training Complete”.

  1. If you have multiple evidence files, scan or assemble them into a single file such as a PDF.

 

  1. Upload the training evidence file and click “Mark Training Complete”. The evidence file will be associated with each of the selected training records.

Manage Training for Multiple Training Items and Users in a Training Profile

  1. From the navigation menu, click Define Training Profiles.

 

  1. Click the “Manage Training” button next to the training profile.

 

  1. Select the applicable combinations of users and training items and click “Mark Training Complete”.

  1. If you have multiple evidence files, scan or assemble them into a single file such as a PDF.

  2. Upload the evidence file and click “Mark Training Complete”. The evidence file will be associated with each of the selected training records.

Manage Training for Multiple Users Assigned to a Training Item

  1. Click Info on a Document or

 

click Training Management > Define General Training Items

2. Click “Manage Training”.

Manage Training link on a Document:

Manage Training on a General Training Item:

 

3. Select the applicable users and click “Mark Training Complete”.

4. If you have multiple evidence files, scan or assemble them into a single file such as a PDF.

5. Upload the evidence file and click “Mark Training Complete”. The evidence file will be associated with each of the selected training records.

 

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