Embedded Files
Depending on your workflow, training records can be submitted via:
The Task - Useful if you're completing training tasks via the inbox in order of severity.
The Employee Record - Useful if you need to submit multiple training certificates for a single/specific employee
The Site Snapshot - Useful if you need to submit multiple training certificates across a range of employees (along with the ability to filter via training type, roles, sites and more)
Multi Submit - Useful if you need to submit the same certification document against multiple employees (e.g. Group Training)
This guide will explain how to submit training records via all 4 of these methods
Note: This guide assumes that the training requirement has already been set up for the relevant employee(s). If it has not, the requirement can be applied via a pre-configured role or added individually to an employee record.Quick Links
Quick Links
Submitting via the Task
Submitting via the Task
Step 1
Step 1
If a training is due for revision then you should have a task for it in your inbox:
Step 2
Step 2
Click on the link in the task:
Step 3
Step 3
Upload the training certificate/file.
Step 4
Step 4
Fill in the Date of training (completion or certificate date)
Step 5
Step 5
Click 'Store training record' / 'Save'
Submitting via the Employee Record
Submitting via the Employee Record
Step 1
Step 1
From My Dashboard, click on "Pick workspace" and select the site where the employee is located
Step 2
Step 2
From the site inbox page click the 'Switch to Manage Mode' button
Step 3
Step 3
Click 'All Employees' on the manage sidebar:
Step 4
Step 4
Use the Search Bar / Find the person you're looking for in the list and click on their name:
Step 5
Step 5
On the employee record, scroll down to the Training section and select 'Submit' on the type of training that you want to submit
Step 6
Step 6
Upload the training certificate/file.
Step 7
Step 7
Fill in the Date of training (completion or certificate date)
Step 8
Step 8
Click 'Store training record' / 'Save'
Submitting via the Site Snapshot
Submitting via the Site Snapshot
The site snapshot is a useful tool that managers can use to run filtered reports of your site, employee and asset requirements. See our guide on it here if you would like to get an overview of how it works.
Step 1
Step 1
From My Dashboard, click on "Pick workspace" and select the site where you wish to run the report
Tip: The site snapshot can pull data from the sites beneath it in your site hierarchy. Selecting regional / company parent sites will allow you to run this report across the region / company in one go.
Step 2
Step 2
From the site inbox page click the 'Switch to Manage Mode' button
Step 3
Step 3
Select 'Generate snapshot'
Step 4
Step 4
Toggle on the 'Include sub-sites' option to pull up data from sites/assets/employees beneath the site into your report.
Step 5
Step 5
Select the employee 'Training due' tile
Step 6
Step 6
Search and select the Employee's training entry from the list
Step 7
Step 7
Select 'Submit' (if this is the first submission)
Or 'Revise' will be shown instead if previous submissions exist
Step 8
Step 8
Upload the training certificate/file.
Step 9
Step 9
Fill in the Date of training (completion or certificate date)
Step 10
Step 10
Click 'Store training record' / 'Save'
If there is already training present you will be able to click on show and view the certificate.
To update training, upload a new certificate and select the training date. The due date will be set automatically based on the training type.
Multi-Submit
Multi-Submit
If you want to add the same certificate or training document to multiple staff you can use the multi-submit option
Step 1
Step 1
Navigate to the training submission page of the first employee and select 'Switch to multi-submit'.
(Use the guides above to help you find this page if unsure)
Step 2
Step 2
Select the employees you wish to submit for via the table. You can also select by Role by selecting the 'Role(s) filter'
Note: Only employees with this requirement setup against their record will be shown. If an employee is missing, the training template needs to be applied to them either via a role or manually.
Step 3
Step 3
Upload the training certificate/file.
Step 4
Step 4
Fill in the Date of training (completion or certificate date)
Step 5
Step 5
Click 'Store training record' / 'Save'
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