How to add a course to a trainee
- Select "Induct" from the below options:
- Locate the trainee by searching their name in the "Trainee Details" field > click on the trainee’s name to open their profile:
- Select the "Courses" tab within the trainee’s profile > select “+ Add/edit course”:
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How to manually request a course against a trainee
Assigning a course to a trainee Select "Induct" from the below options: Locate the trainee by searching their name in the "Trainee Details" field > click on the trainee’s name to open their profile: Select the "Courses" tab within the trainee’s ...
How do I deactivate a course from a trainee
Deactivating a course from a trainee Select "Induct" from the below options: Locate the trainee by searching their name in the "Trainee Details" section: Navigate to the course you wish to be deactivated and select the drop-down arrow to the left of ...
How to extend the active period of a trainee's course?
If a trainee has failed to complete their course within the allocated timeframe (active period), you may wish to extend this so the course is “Pending” to complete. Please see the below instructions to action this. Extending the active period of a ...
How to add a course to multiple trainees / a group of trainees
Creating a new trainee requirement Select “Induct”: Select “Requirements”: Select “Add Requirement”: You may now navigate through sections 1-7 relevant to your new requirement and “Save Workflow”:
How to preview a course
Should you wish to preview the content of a course from the perspective of the trainee, please refer to the instructions below. Previewing a course Select the “Courses” tab > search the course via the “Course Name” filter > select the "?" magnifying ...