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Training Register fixes and updates (August 2023)
Training Register fixes and updates (August 2023)

Small but mighty improvements: Persistent filters, default booking notes, primary roles and increased file size upload limits

Michelle Kimbler avatar
Written by Michelle Kimbler
Updated over a week ago

Sometimes we release big new features, and sometimes we do small but impactful tweaks. We wanted to give these smaller changes some extra attention and space to shine. ✨

What's covered in this article

Who can use these features? 🏘️

If you have a Training Register subscription, all these updates are already live in your account!


Keeping filter selections persistent🚦

Filter resets no more! When you filter your personnel in the training dashboard, your selected filters will save even if you browse in and out between individual profiles.

How the new filter system works

Once you deselect a filter under a Training Register doughnut and go to a personnel profile or Course register, your filter selection will still be saved when you navigate back to the personnel dashboard. Easy!


Set up default booking notes

Are you tired of manually adding the same notes when booking personnel onto a course? We've got you covered!

You can now set default booking notes for courses, ensuring that every time someone is enrolled, they will receive the note via email.

You can include course instructions or add links to files and videos. 🎥

How to set up default booking notes

The default notes are course-specific and are set up in the Course Register section.

  • Go to Course register

  • Edit an existing, or add a new course

  • Add a default booking note at the bottom

    • E.g. add links to training resources or information about where the course takes place

  • Save changes

The note will be included in the booking email. The email is sent to the personnel and their line manager if email addresses are set up for them.

Please note that default booking notes only work for regular courses. eLearning course booking emails cannot be changed.


Multiple roles: Set Primary role

If you assign multiple roles to your personnel, this feature is for you. We’ve added the ability to choose which role is primary for your employees to allow for better prioritisation of training requirements.

This means the primary role will appear first on your personnel dashboard and will be a default one when adding personnel to projects. This adds a clearer hierarchy to which role training requirements are most important.

How to set primary roles

The primary roles are set individually from a personnel's profile.

  • Go to a personnel profile > Edit details

  • Scroll down to Roles

  • Assign primary and secondary roles

  • Save changes


Increased file size upload limit to 10MB + 25 items

Say goodbye to small file limits! 🗂️

We've increased the upload limit for training evidence to 10MB. We also increased the number of files you can add from 9 to 25 per course.

Now you can easily upload larger files without any hassle.


Submit your feedback!

We are always looking for more feedback on improving HandsHQ.

If there are other things you’d like us to work on, please submit your idea below:

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