Scheduled Training is a way to have a record of upcoming training for your staff. This guide will show how to mark the record as complete.
Note: Your Access Level may restrict the use of some features.
This feature is only accessible to Professional and Corporate Subscribers, and can only be done on Desktop.
Before you start
- Scheduled training needs to have been added, see Scheduling Training.
Marking Scheduled Training as Complete
- From the left menu, select People > Training Register.
- Filter the records by selecting Scheduled from the Status Filter.
- The Status filter may be in More Filters on some browsers.
- Records can be updated individually, or if multiple staff attended the same training, can be done in bulk.
- Individual Record Update: Click more options then select Complete.
- Multiple Records Update: Select the grey box, beside the type column, for the records needing updating. Select Complete from the Bulk Action dropdown, then click Apply. Only use this option if the training/expiry dates are the same.
- Add in any details in the Complete Training window and click Save. The record will be updated from Scheduled to Complete.