šNote: To add a training record, you must be a manager or have the required permissions.If you don't have it, address this to your Head Office.
Upload a training record
To upload a training record to an employee:
Log in to the console, then click Stats.
Click Employees.
Locate the employee you want to upload a training record to, then click Individual Stats.
Click Documents.
Select the document and click Upload.
Upload a certificate for a training record
To upload a certificate for a training record follow the steps:
Log in to the console.
Click Stats, then click Descendants.
Click the required user, then click Timeline.
Click Training Record on the top right side.
Click Documents, then click Upload Document.
Add a training record
To add a training record follow the steps below:
Click Stats.
Click the descendants tab.
Find the learner either by scrolling or search on the top left-hand corner.
Click the learnerās name.
Click the timeline tab.
This launches the timeline for the learner. In the top right-hand corner click the blue training record option.
You then have the option to add in the training record titles.
A drop-down appears as you start to type.
Add in the date the training was completed and save.
If required, you can add a Certificate by clicking on the Documents section and uploading the file.
The Start and end dates will need to reflect the dates the training has taken place.
Add a training record description
Training record descriptions are a way of having an equivalent to a learning or course that doesn't sit on the platform, but we wanna be able to report on it.
To add training record descriptions, please follow the instructions below:
Log in to the Admin tool.
Click Config, then click Training Records.
Click the Training Records Descriptions drop-down.
Click Add in the upper right corner, then fill out the required fields.
Click Save.
To have a training record assigned to the person's accounts and be able to be reported on, you need to have a description.
Set up training records renewal rules
To set up training records renewal rules, follow the steps below:
Log in to the Admin Tool.
Click Config, then click Renewals.
On the top page, click Training records.
Click Add then select the training record.
Set up renewal months.
Set up message weeks
You can add Positions, Sites, or Divisions
Click Save.
Edit existing training records renewal rules
To edit existing training records renewal rules, please follow the steps:
Log in to the Admin tool.
Click Config, then click Renewals.
On the top page, click Training records.
Select the training record that you need, then click pencil icon to edit.
Set up renewal months.
Set up message weeks
Click Save.
šNote: Once you've created your course renewal rules, they come into effect from midnight (00:00) the next day.