Creating a Training Class from a Template

Creating a Training Class from a Template

Purpose

  1. To explain how to create a training class from a template. 

Related Articles

Video 



Directions

1. Click on Training Classes.


Click on Training Classes.



2. Click on Add from Template.


Click on Add from Template.



3. Click the checkbox next to the template that you want to use, and then click Use Template. 


Click the checkbox next to the template that you want to use, and then click Use Template.



4. You may see the following fields automatically filled:
  • Class Name.
  • Training Category.
  • Training Topic.
  • Location.
  • National, State, or Internal Course ID.
If you want the individuals to have the ability to self complete the class toggle on the switch. 
If you want the attendees to be required to complete all objectives simultaneously, toggle on the switch. 






If the class template has the Limited Edits Allowed checked when the template was created the following fields are not editable along with objectives.
      



5. In the objectives section, you will see the list of objectives the training has been set up to meet. You can add additional objectives if necessary. 


In the objectives section, you will see the list of objectives the training has been set up to meet. You can add additional objectives if necessary.



6. You can then fill in the remaining information, including Attendees and Payroll Summary as needed. 


You can then fill in the remaining information, including Attendees and Payroll Summary as needed.

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