Setting users to trained

A Training Coordinator and/ or Training Supervisor can set Trainees to trained on a specific date.

When setting Trainees to trained, this can be done:

• For the complete training, trainees can be set to be trained entirely on all training materials in the training course.
• Partially setting trainees to trained, selecting only specific training materials to be trained in.

1. Go to Trainings > Trainings.
2. Use the Filters and/or Search field to find the Training you want to edit.
3. Open the desired Training.

While on the Training Details Page:

1. Click on Users/Offline Users Tab.
2. Select a User.
3. Open the dropdown menu and select Set to Trained.
4. Click on Apply.

The Trainings signing form window will open.

If you leave the option Set to train the entire training checked, it will sign off on all training material assigned to a specific trainee, but if you leave it unchecked you will be able to select specific Training Materials.

To set the entire training to be trained for the user(s):

1. Leave the Set to train entire training checked if you want to sign off on the entire training.
2. Choose the date when the training was completed
   • It is important to select a date as the default date will be today's date (the date that you perform the activity)
3. Add any relevant files to support the completion of the training
4. Sign off

To select specific materials from the training to be trained for the user(s):

1. Leave the Set to train entire training unchecked if you want to partially sign off on the training.
2. Select the Training Material(s) that the User has been trained in already.
   • Choose the date when the training was completed
     • It is important to select a date as the default date will be today's date (the date that you perform the activity)
   • Add any relevant files to support the completion of the training
3. Sign off.

Back at the Trainings details page, in the User/Offline Users tab the changes in the training status should be updated to its new respective stage.