Adding Training

Before you are able to add any training into the system, you will first need to set up your training categories and training names in the system. 

This can only be done by a super user, if you are unable to add training due to not having the correct categories or names, then please contact one of them to create them for you.

If you are a super user, you can view our guide on creating the training categories and names by clicking here.

To add training you will first need to click on the training module 

Then click add training.  

Firstly, select the training category, and then select training name from the drop down, you can then fill in the date the training was completed on and refresher date if required.

The File Per User button can be ticked to create multiple records at a time for each individual staff member. However this will not add a file onto the records, and you will then need to do that separately after the records have been created.

You will then see a list of staff members that have been allocated that training via the competency matrix, tick the box next to the staff members names, or multiple boxes if you are creating more than one record, and then click save. 

Please note: if staff already have a piece of training added to their profile with this category/name, they will not appear in the staff list, you will need to update the previous record. 

If the training is just for one staff member you will be able to use the document upload section to attach a certificate/document to the record. 

Click + add files, attach the relevant document/file and click start upload. 

In order to add files to already existing training records, click on the staff members name from your training list. 

You will then see the document upload section to attach a certificate to that specific staff members record. 

Click  + add files, attach the relevant document/file and click start upload. 

Once you've finished click save attendee.