Add a Training Course to the System

CONTENTS: • ADDING A NEW COURSE TO THE SYSTEM • DELETING A COURSE FROM THE SYSTEM

OVERVIEW:

It’s easy to add a course to the Training Tracking module at any time. Once these steps are completed, the Course will be available to be attached to individual Training Roles (see the Create and Assign Training Roles tutorial).

It is beyond the scope of Safety Indicators to create or store actual course materials. Below, you will simply specify a link that employees can use to access a course that’s stored either online or on the company’s local network.

ADDING A NEW COURSE TO THE SYSTEM

STEP 1

• Click Administrative Tools in the left menu
• In the Training Card, Click the Gear icon at upper right right to open Training Settings

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STEP 2

A In the left menu, click Training Courses

The list that appears shows the current Courses in the Training Tracking System. It also shows a renewal frequency (if applicable); the number of Training Roles that include that Course; and the total number of employees who are currently required to take that course.

B To add a new Course, click the green + Create New at top

AddTrainingCourseSystem-1

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STEP 3

A In the Add Training Course window, type in a Title for the new Course
B  IF this is a recurring Course, for example for skill recertifications, under Renewals add the number of days between renewals (for instance, enter 365 for annual renewals). Otherwise, check N/A
C  Under Course Link, paste in a hyperlink to that online course
All other fields here are optional.
D  When complete, click the green Save icon at the bottom to save the new Course to the system. You’re done.

AddTrainingCourseSystem-2

The new Course will now appear in the list of Training Courses.

DELETING A COURSE FROM THE SYSTEM

• In the list of Training Courses, select the item you want to delete
• Click the red Trash icon; then confirm