Trainings

Content:

1. Training properties
2. Training materials
3. Date properties
4. Applications for a date
5. Attendance
6. Requests
7. Managing applications
8. Training limits
9. Training locks
10. Training providers

 

Training properties

Trainings on the platform help with gathering enrollments, informing and checking attendance regarding events that have a set date.

To start creating a training, go to Training > Trainings and click Add training in the upper right corner.

Start with general data - name of the training, its categories and description.

Then move to basic and additional settings. Here you can change settings regarding signing up, attendance and testing.

Like with most elements on the platform, you can add custom fields to trainings and fill them here.

In advanced settings you can turn on notifications, certificate and cyclicity. You can also set a training cost, both real and virtual.

At the end add the training to a folder and click Add to save changes.

 

Training materials

In the Materials tab you can upload files that will be available to download for employees assigned to the training.

To do that, click Add educational material, choose the file from your computer, name it, add a description and click Add.

 

Date properties

Every training needs to have at least one date, so that employees can sign up for it. Of course there can be more dates of one training.

To add a date, go to the Dates tab in a training and click Add training date.

Start with setting start and end dates, you should also inform employees about the location. It can be a physical address or a link to an online meeting.

Then fill some more information regarding the date: number of training hours and name of the trainer. You can also set a limit of participants or enrollment time restrictions.

In advanced settings you can turn on notifications regarding the date and input more information about the location and trainers.

At the end click Add and the date will become available for employees.

 

Applications for a date

In every date you can find the Applications tab where you can manage employees that have signed up for the date and add new applications.

To manage applications that are already created, click Edit applications.

Here you can change their status to “accepted” or “withdrawn”.

To add a new application for someone, click Add an application in the upper right corner.

You can only create applications for employees that are assigned to the training. Check them on the list and click Next.

In the second step set the application status and click Add an application.

 

Attendance

In the Attendance tab you can check who participated in the training and has passed it.

You can edit the list once the training starts.

Employees who applied for the training will show up on the list. Click Edit attendance to confirm that they attended the training.

Switch the switches and fill any additional information you need and click Save.

You can also add some additional attendance. Click Add and choose Add attendance.

Search for an employee you want to add, check them on the list and click Next.

Again, switch the switches, fill additional information and click Add attendance.

 

Requests

Employees can create requests for new training or new dates of already existing training.

All they need to do is go to Training > Request training and click Add to choose a suitable option and fill fields in the form.

These requests are visible for administrators in Training > Training requests. Administrators can also create new requests for employees here.

 

Managing applications

If you choose that enrollments require approval when creating a training, these enrollments will show up in Training > Training applications.

Administrators can see every application here and managers can see applications of their subordinates.

Every application on the list can be accepted or declined. Applications that are already accepted, can be withdrawn.

 

Training limits

You can add a limit on training hours for any training category.

It means that for some time employees won’t be able to sign up for training hours above the limit.

To create a limit, go to Training > Training limits and click Add a limit.

Choose a training category that the limit will work on, then choose dates when the limit is valid from and until.

Then set the limit and click Add and return.

 

Training locks

You can lock training sessions for specific users for a specific period.

To do that, go to Training > Training locks and click Add a lock.

Use the plus button to choose a user that will get the lock. Then choose dates of start and end of the lock and choose a training category that will be locked.

Click Save and return and now the lock is in effect.

 

Training providers

You can store information about training providers you work with on the platform. It can be later used when creating trainings.

To add a provider, go to Training > Training providers and click Add  training provider.

Fill the mandatory field with a provider name. Then you may fill the rest of the fields and click Add.