Training Status and Assigning Training

There are three ways in which staff are assigned to training courses.

• It is a requirement on their assigned skill (see Skills).
• They have completed a training stage and have been granted automatic access to the next stage (you can configure this on each stage).
• You manually assign them.

By default, staff do not have access to training stages. To manually assign staff or view each staff member's general status, go to Training > Staff Member Training Status > Staff Training Certificates.

The page shows each employee followed by all of the Certificates they could be assigned. You can filter the list of staff by names or venues using the filters in the top right. You can also filter which certificates you want to come up here in the Actions menu.

Underneath each certificate you can see the status of each employee for each certificate. These statuses No access to the certificate (not assigned), allowed to work on certificate (assigned but not completed), or completed. You can quickly change the status (and assign staff to a certificate) by clicking the status icon.

Clicking on a red cross (no access) will change the icon to the yellow star which indicates that the staff member has access to that stage. 

Clicking on it again will mark the stage as complete and allow you to set the pass date and upload a certificate by clicking on the edit pencil icon. The pass date will be used for stages that expire after X months to warn you and the employee that the training is expiring. This will also create a completed record. 

Clicking on the green tick will return the status to the red cross (no access).

All changes are instant on this page, but no emails will be dispatched, so you can update this as needed.

Granting Training Access in Bulk

If you want to assign multiple staff a certificate at once you can use the bulk assign feature under the Actions menu on this page to approve multiple staff members in one go. This popup allows you to grant access to a training stage to multiple staff members in bulk.

The three filters, level, venue and skill, must all be matched for a staff member to be given access. As you select your filter options, confirmation of how many staff will be included in this filter will be shown at the bottom of the popup.