Adding a Training Record for a User

Before you start

Desktop Only

  1. In the side menu, select People > Manage People, find the user tile for the individual and click the 3 dot menu > View

  2. Navigate to the Training Records tab and select Add New.

  3. Enter the training name, training type, applicable dates, and any comments or notes.

  4. (Optional) Upload any supporting documentation against the training record.
  5. (Optional) Set 30 day training expiry reminder?
    Note - This will initiate notification to remind Business Administrators and the applicable user when this training is expiring.
  6. Click Save.

 What's Next?