Frequently Asked Questions - Training

Frequently Asked Questions - Training

Certificate Management

How do I upload a training certificate to a personnel record? 

For those with the proper permissions to edit personnel should navigate to the personnel module and from the personnel list filter to the person to edit.  Select the pencil icon then navigate to certifications tab. Locate which certificate to edit and select the pencil icon, next you will be able to add attachments along with editing the issue or expiration dates.  
     
       Helpful article:   Managing Certifications from Personnel Module


      

How do I bulk add a certification to personnel?

From the training module's certifications tab, you can add a certification and select the users and expiration date you want the certification to apply to.
      
      Helpful article:  Managing Certifications 


Managing Training Classes

How do I add attendees to a class based on their shift, rank, or other criteria?

When selecting the add attendees’ button from the attendee’s tab, use the top search dropdown to select the criteria you want to view and add attendees by.

      Helpful article:  Adding a Class


I want my training officers to be able to record training for their team, but I do not want them to be able to make any adjustments to the class name, objectives, and other criteria which do not change class to class.

When you save a training class as a template, you can select the "limited edits allowed" option, which allows users to make a copy of the training template as a new class but prevents them from modifying fields other than the description, location, attendees, and start and end times.

      Helpful article:  Creating a Training Class Template


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