Adding a Training Memo

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

For guides on this please click here. 

To add a training memo you will first need to click on the training memo module from the site dashboard.

And then click on + add training memo. 

Select training memo category from the drop down, select training memo name from the drop down, fill in the date the training was completed on.

If you are adding a document/certificate per staff member make sure you tick file per user. 

You will then see a list of staff members that have been allocated that training via the competency matrix, tick next to the individuals or use the very top box to select all 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 if you are uploading a delegate list to attach to all staff members.

If you have added an individual document per staff members you will need to go in and attach the relevant document to each person individually. 

Click on the staff members name from your training memo list. 

If you click change files, you will then see the document upload section to attach a document 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.