Completing Scheduled Training

Scheduled Training is a way to have a record of upcoming training for your staff. This guide will show how to mark the record as complete.

Note: Your Access Level may restrict the use of some features.

This feature is only accessible to Professional and Corporate Subscribers, and can only be done on Desktop.

Before you start


Marking Scheduled Training as Completed

  1. From the left menu, select People > Training Register. 
  2. Find the training. This could be done from the list, by using the Search bar or using the Status filter - this may be under More Filters on some browsers.  
  3. Records can be updated individually, or if multiple staff attended the same training, can be done in bulk. 
    1. To update a Single Record Update: Click more options icon-3dot then select Complete.
    2. To update Multiple Records: Select the grey box beside the type for the required records. Select Complete from the Bulk Action dropdown, then click Apply. This should only be done if the training/expiry dates are the same.  
  4. Add in any details in the Complete Training window and click Save. The record will be updated from Scheduled to Completed. 

What's Next?