Completing and Confirming Training Records
Who is this article for?Users who are ready to confirm their completed training records.
Training User (TRGUSR) permissions are required.
Training records must be confirmed within the system and, where required, have the relevant evidence attached. This ensures that each training record is valid and correct. When you have training records of your own that require confirming, you should receive an item in your To-Do list and a notification via email.
- Confirming an Individual Record
- Confirming a Course with Evidence Required
- Completing a Training Course Quiz
1. Confirming an Individual Record
To confirm a Training Record:
- Navigate to Training Manager.
- Select the Training Record you wish to confirm by selecting anywhere in the record row.
- Enter a comment into the Trainee Comments field.
- Select a Rating from the dropdown (if required).
- Set a Training Date in the date field (if required).
- Select the Confirm training was successfully completed icon in the header.
If your System Administrator has defined the Training Course accordingly, you may be required to Attach Evidence or complete a Quiz.
2. Confirming a Course with Evidence Required
If evidence is required (e.g. Certificate, Attendance Record) before confirming your Training Record, switch to the "Documents" tab.
Guidance Documents and Links give you access to Documentation that relates to your Course, associated by the Course Owner. These may be user guides, processes, links to helpful websites, etc.
To attach evidence:
- Click the Attach Document icon to the right of the Local Attachments bar.
- Enter a Title.
- Browse... to locate the evidence you wish to attach to your Training Record.
- Click the Upload icon.
Local Attachments will update.
You can now follow the remaining steps for confirming an individual Record.
3. Completing a Training Course Quiz
If quiz completion is required (e.g. Certificate, Attendance Record) before confirming your Training Record, switch to the "Quiz" tab.
As you can see in the example above, this quiz has three questions and at least two must be answered correctly to pass. Each Trainee has one attempt to pass this quiz.
If the number of attempts is exceeded, the quiz can be reset by the Course owner or a Training Administrator.
To start the quiz:
- Click the Start icon.
- Answer the question by selecting the radial button or checkbox for the correct answer(s).
These questions will either be True/False, Yes/No, or Multiple Choice. - Click the Next arrow to proceed to the next question.
- Repeat until the quiz is complete.
You will see a results screen once completed to let you know how you did.
If you passed the quiz, you will see a success screen, with the answers listed underneath.
You can now follow the remaining steps for confirming an individual Record.
If you failed the quiz, you will see a failure screen.
If you have any remaining attempts, you will be able to re-try the quiz. If no attempts remain, you will need the Course owner or a Training Administrator to reset the quiz.