You can keep track of your staff's previous training history and face-to-face practical training by adding a training record to their account's training timeline.
Add a training record
Before you start, please ensure that you have the required permissions and oversee the learner in the hierarchy setup.
Log in to the platform, then click Stats.
Click Descendants, then in the top-left, click the magnifying glass icon.
Search for the learner, then click their name.
Click Timeline, then click Training Record.
In the Description field, type the course name, then select it from the drop-down list.
Enter the Start Date and End Date, reflecting the dates the training took place
🤓Tip: Make the start and end date the same if it was a one-day course.
Check the Outcome field shows Pass; otherwise, change it to Pass.
Fill out the optional fields for Supplier, Department, and Location, then click Save.
If available, upload associated certificates by clicking Documents, then Upload Document.
Add training records in bulk
Check out this handy help guide on how to add multiple training records for various users.
Download a saved certificate
To download a certificate saved in a user's training history, follow these steps.
Log in to your console, then click Stats.
Click Descendants, then in the top-left, click the magnifying glass icon.
Search for the learner, then click their name.
Click Timeline, then click Training Record.
Click Documents, then click Download.