Frequently Asked Questions - User Manager
How do I...?
add training notes to training records?
User managers can add new training records, add 'in-progress' records, or view/modify/delete existing training records via this function.
To add new training records:
- Click the 'Add New Training Records' button at the top of the page.
- Select one or more users from the list.
- Select one or more courses from the list.
- Enter the training details: date, score, status, method, instructor, location, and training notes. Optionally you can attach a file to this training record (a training certificate, for example). Click 'Add Training Records'.
To add 'in-progress' training records:
- Select a trainee from the list. Click 'Training In Progress'.
- Click 'Add In Progress Records' in the top right.
- Select a course from the list.
- Select the objective the trainee is getting credit for. Add training method, completion date, and score to complete the record.
- Click 'Add In Progress Record'.
To view/modify/delete training records:
- Select a trainee from the list. Click 'Training Completion'.
- To modify a training record, click the modify icon.
- To delete a training record, click the checkbox in the far right column and click 'Delete Selected Training Records.'
store trainee documents - like evaluations, assessments, or training notes - in the database
- Click the Users tab.
- Select a user name from the scroll list in the center of the screen. Click the Modify button.
- Scroll to the bottom of the screen. Click the Modify button next to User Files.
- Click the Add a New File button.
- Click the Browse to find the file to upload on your local computer.
- Give the file a title. The title will be displayed when viewing User Files.
- Enter a brief description of the contents of the file.
- If you would like the trainee to have read-access to this file, check the 'Share this file with the user' box.
- Click Add File.
assign trainees to a course?
- Click the Users tab.
- Select the trainee from the scroll list in the center of the page. Click Modify.
- Scroll down to the Assigned Curriculums for Training area. Click Modify.
- Select the curriculum from the unassigned list. Click Add.
- Click Finished.