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How to Assign Training to One or More People
To assign an individual, or many individuals a course, you do this through the Search and Update Record functionality. Below is the path:
- Click Records/Search and Update Records. To open up the search, you may need to on the down arrow next to ‘Search Criteria’.
- Search for a user or users, with the filters. If you are searching for only one particular user, the search field next to the YELLOW search button searches for: employee ID, username, first name, last name, and email address.
- Once found, click the box to the left of the employee ID field.
- Then click on the ACTIONS icon, to bring up the sub-Menu
- Click on Assign Training
- Click on the Training Plan box, to bring up the list of training plans.
- Move the Training plans you want to assign, from the left panel to the right. Click ok.
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