All "How To"

See how to use: Training

You can view how this module works below. Simply click the links on the left to view the 'How To' information.

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Creating Sites/Departments

Available for user levels:

  • Account Adminstrator
  • Manager

You can create Sites or Departments to help group your Trainees together. You can also use Sites/Departments to control who can view the training records and who should receive alerts.

To create a new Site/Department:

  1. From the Options sub menu in the Training module select Sites/Departments
  2. Click the New Site/Department button
  3. Enter the name of the new site and click Save

All Account Administrators and Manager user levels will be able to view the Trainees in this department and receive alerts when training is expiring. To change this:

  1. From the Options sub menu in the Training module select Sites/Departments
  2. Next to the Site/Department you wish to control click the settings icon
  3. Click the Manage User Access button
  4. Assign the groups you wish to have access
  5. Only Account Admin and Managers in assigned user groups will now receive alerts for Trainees in this Site/Department
  6. Return to the Site/Department and you will now have the Visibility option to Hide Trainees
  7. Clicking this will mean that only Account Admin and Managers in assigned user groups will be able to see Trainees Records

 

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