Actions
The 'Actions' column can be found on the far right of your Training Register Dashboard.
Any personnel with a number in the Actions column tells you that there is information missing from their training record.
The number of actions shows how many steps are required to ensure that personnel training record is both up-to-date and meet their training requirements.
There are two types of actions required:
Booking required: this occurs when a training course is required and is either missing or expiring
Evidence required: this occurs when a training course has been recorded but necessary evidence has not been added to that training record
To view the actions required, click on the personnel record.
Hovering over the blue action icons will show you more information.
Booking required - add a booking to your training record
If a booking is required, it means that either:
Existing training is due to expire soon or has already (in which case the training record's status will be orange)
OR
That you have specified that a training course is required for that person and there is no record of the person having completed that training (in which case the training record's status will be red)
To book a training course:
Go to the button marked '...' under Actions in the personnel's record
Click on 'Add booking'
Fill out the details of the booked training course using the panel that appears on the right-hand side of the screen - including the date and any helpful notes to the personnel such as location, duration and anything they need to prepare.
Please note: If the personnel has already completed the training course, and it has not been updated on the Training Register, there is no need to book training. Instead, click on 'Record new training' to update the record.
eLearning bookings
If you have eLearning enabled, you can directly book online courses as well. Click here to learn more
Evidence required - upload missing certificates
When adding courses to your Training Register, you have the option of specifying that evidence is required that the training has been completed.
Any record of a training course that does not have the required evidence attached will result in an action for you to upload the evidence.
To upload evidence for an existing training course:
Go to the button marked '...' under Actions in the personnel's record
Click on 'Edit existing training'
Either drag & drop a file into the evidence section or click on the link to upload a file from your device