Who is this article for?

Users responsible for managing training roles.

Training Administrator (TRGADM) permissions are required.

Users within Training Manager can be associated with specific roles. Each role can then also be associated with Training Courses required by the users to carry out that specific role. This will be reflected in the Training Matrix report.

1. Accessing Roles
2. Creating Roles
3. Assigning Roles
   • Trainees
   • Courses
4. Amending Roles

1. Accessing Roles

To access Roles:

1. Navigate to Training Manager.
2. Select System Admin.
3. Choose Roles.

The list screen is paginated and records are viewed by selecting the page numbers to the bottom left of the list screen.

It can be filtered by Role, based on a string of characters contained within the Role and a check box for inclusion of inactive records. The list can be sorted by column.

Select the Search icon to display your filtered list. 

2. Creating Roles

To create a Role:

1. Click the New Role icon located to the right in the Roles List header bar.
   The New Role Details screen will be displayed.

1. Give the Role a Code.
2. Name your Role.
3. Tick Active to make it selectable.
4. Click Save.

Once saved, Trainees and Training Courses can be associated with a Role.

3. Assigning Roles

Trainees

To assign Trainees to a Role:

1. Choose the Role you wish to associate by selecting anywhere in the record row.

2. Choose a Trainee from the dropdown.
   Alternatively, choose a Trainee from a list by clicking the User List icon.

3. Click the Add Trainee icon.

Trainees can be removed from the Role by clicking the Remove Trainee icon to the right of the name.

When new Users are added to a Role, they are immediately included in the Training not done report for the associated Training Courses.

Courses

To assign Training Courses to a Role:

1. Choose the Role you wish to associate by selecting anywhere in the record row.

2. Choose a Training Course from the dropdown.
3. Click Add Course icon to the right of the drop-down box.

Training Courses can be removed from the Role by clicking the Remove Course icon to the right of the Training Course name.

4. Amending Roles

To edit an existing Role:

1. Choose the Role by selecting anywhere in the record row.

2. Amend any of the non-greyed out fields as required.
3. Click Save located to the right of the Role Details header bar.

If no amendments are made, click the Return to Search icon to return to the Roles List screen.