How do I make an administrative update to a closed training record?

Click the expand (>) control to view the instructions for making different types of administrative changes to training records.

Note: The Training Administrator role is required to perform these steps.

Replace a Training Evidence File

  1. Click Training Management > Manage Completed Training Records in the navigation menu.

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2. Click Administrative Update for Completed Training Records

 

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3. Search for the training record

Example: search for training records where the document name is “Quality Manual”, the user is “dawn.allen”, and the status is “Complete”

 

4. Select the training record to update from the search results

 

5. On the Administrative Update for Completed Training Record page, delete an existing evidence file and/or add a new evidence file.

 

6. Enter a justification for making the change in the Comments field.

 

The example below shows the steps the change the Training Completed Date, but the same steps apply to changing the Training Comments or Training Type.

Change the Training Comments, Training Completed Date, or Training Type

  1. Click Training Management > Manage Completed Training Records in the navigation menu.

2. Click Administrative Update for Completed Training Records

 

3. Search for the training record

Example: search for training records where the document name is “Quality Manual”, the user is “dawn.allen”, and the status is “Complete”

4. Select the training record to update from the search results

5. On the Administrative Update for Completed Training Record page, click Update Training Record Field

 

6. On the Select Training Record Field for Administrative Update page, select the Training Completed Date Field to Update and click Select and Continue

7. Enter the correct Training Completed Date and include a justification for making the change in the Comments field.

 

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