Adding Briefings
Briefings are a way of recording ad hoc informal training such as tool box talks. They are similar to normal training records but have no schedule. They have a free text name, allow multiple staff to be selected and allow one file (usually a sign off sheet) to be uploaded against all of them.
Please note that you can currently only add briefings if you have permission to add staff. If you don't have access you will get a message 'There is no such site or membership' when you try to add one. Contact Opus and we will add this on your behalf.
Adding Briefings
Go to the first employee's record that you need to add this to.
Click on '+ New' in the briefing section:
Put the name of the briefing
Now add the file (usually a sign off sheet)
Then tick any other staff that you conducted the Briefing with:
You will then see the Briefing record:
You will see the Briefing record on the employee record page at the bottom:
