Manage Trainings

Process training requests:

1. Check for new requests via email (if notifications are set up)
   or via HOME view Training Requests in notification bar or task box
   or via TRAINING tab >> View all the training requests
2. Click Training Request ID# to see details of a request
   • add comments as needed
   • select notification back to requester
   • enter a training type (free text) or select from previous types used
   • validate request (or reject)
3. Book a training session for the validated request
   • From HOME >> Book a system or from the BOOK tab, select the instrument
   • Book an instrument on behalf of the user to be trained
   • Select the appropriate financial account
   • Select the blocks of time for the training
   • Select Organize training at bottom
   • Select Trained by person
   • Select Book the selected sessions
4. Complete the Training Creation details
   • Training Type (this is a repeat field)
   • Training Level (select from pre-populated options)
   • Training Description (add details as needed)
   • Add users as part of this training (can add multiple people)
   • Process Training (will create a training ref #)
5. Validate Training
   Once the training sessions has been completed,
   • • From HOME>> Select TRAINING tab
     • Select Ref # of session
     • Validate individual Participants
       OR
     • Validate this training for all unvalidated users
       • select instruments in the pop-up
     • Add files as needed (e.g. signed logs or safety sheets)

 

TIP: need to add a list of already trained users?

Book a dummy training session with one individual (can be in the past). Add other users as in step 4 from the Training Request Guide. Then validate all unvalidated users.