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 Completed
- From the left menu, select People > Training Register.
- Find the training. This could be done from the list, by using the Search bar or using the Status filter - this may be under More Filters on some browsers.
- Records can be updated individually, or if multiple staff attended the same training, can be done in bulk.
- To update a Single Record Update: Click more options
then select Complete.
- To update Multiple Records: Select the grey box beside the type for the required records. Select Complete from the Bulk Action dropdown, then click Apply. This should only be done if the training/expiry dates are the same.
- To update a Single Record Update: Click more options
- Add in any details in the Complete Training window and click Save. The record will be updated from Scheduled to Completed.