Training records are added to a user's account to show when training has been completed. They are also added to accounts automatically to show previous eLearning completions but they can also be added manually to represent any other training completed outside of eLearning.
You can set up training record descriptions to represent any training titles you need to add to users' accounts. Follow the steps below to create new training record descriptions.
Create a new training record description
You'll need access to the Admin Tool to add a new training record description.
Sign in to the Admin Tool.
Click Config.
Click Training Records.
Click on Training Record Descriptions.
Check the current training record description list to see if it already exists. If it does exist but is inactive, click on it, click Edit, select the active box, and click Save to reactivate it.
To create a new training record description, click Add.
Type in the required description and tick the active box. If you need to make it position or site-specific, you can also select these from the drop-down boxes available.
Click Save.
Your new training record is now in the dropdown. Follow this guide to start adding it to user accounts.
Training records and reports
Now that the training record is set up and assigned, you can now track its compliance in the reports by adding it to an existing column or creating a new column for it.
Add a renewal to training records
Need to set a renewal period for the training record? Check out this article to set it up and manage renewals.