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:

  1. Click the 'Add New Training Records' button at the top of the page.
  2. Select one or more users from the list.
  3. Select one or more courses from the list.
  4. 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:

  1. Select a trainee from the list. Click 'Training In Progress'.
  2. Click 'Add In Progress Records' in the top right.
  3. Select a course from the list.
  4. Select the objective the trainee is getting credit for. Add training method, completion date, and score to complete the record.
  5. Click 'Add In Progress Record'.

To view/modify/delete training records:

  1. Select a trainee from the list. Click 'Training Completion'.
  2. To modify a training record, click the modify  btn_modify_small.gif icon.
  3. 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
  1. Click the Users tab.
  2. Select a user name from the scroll list in the center of the screen. Click the Modify button.
  3. Scroll to the bottom of the screen. Click the Modify button next to User Files.
  4. Click the Add a New File button.
  5. Click the Browse to find the file to upload on your local computer.
  6. Give the file a title. The title will be displayed when viewing User Files.
  7. Enter a brief description of the contents of the file.
  8. If you would like the trainee to have read-access to this file, check the 'Share this file with the user' box.
  9. Click Add File.
assign trainees to a course?
  1. Click the Users tab.
  2. Select the trainee from the scroll list in the center of the page. Click Modify.
  3. Scroll down to the Assigned Curriculums for Training area. Click Modify.
  4. Select the curriculum from the unassigned list. Click Add.
  5. Click Finished.