Assign and follow up

Managers and the owner assign training on Manage and follow it up from the same page.

Assign a course

Under Assign a course, choose the Course, tick People or whole Teams, and set the Due date, Due time and Time zone. Press Assign. People who already have an open assignment for the course keep it.

Every assignment names the course revision that was published when it was made.

Role paths

A role path lists the courses a team needs, in order. Open Paths, use New path to name it and pick its team, then Edit requirements: for each course, choose an optional Prerequisite, the Days to complete and how often to Renew every (days). Save as new revision keeps earlier assignments on the path revision they came from.

Assign to the team gives every member of the team the path's courses. A course behind a prerequisite stays locked until the prerequisite is complete.

The queues

The top of Manage shows what needs you:

• Overdue: open assignments past their due time.
• Out of quiz attempts: people who used every attempt without passing. Write a Reason for another attempt and press Grant one more attempt.
• Renewals due: completions that expire within 30 days. Assign all renewals assigns each one again.

Record offline training

For training held in person, use Record offline training: choose the Course and the Attested revision, tick the Attendees, and fill in Held on, Instructor, Location and the Attestation. Attach a signed attendance sheet if you have one. Each attendee gets a completion and a certificate for that revision. Nobody can attest their own attendance; ask another manager or the owner.

Learner records

Learner records lists everyone. Open a person to see their assignments, completions with certificates, and any imported history.