Training Groups

Training groups allow you to group similar training items into a group. To do this,

  1. Go to MANAGE MY BUSINESS
  2. Go to MANAGE TRAINING GROUPS
  3. To add a new item, click ADD
  4. To edit/delete an item, find the item and click EDIT or DELETE

How to add/edit training items

To manage training items,

  1. Go to MANAGE MY BUSINESS
  2. Go to MANAGE TRAINING ITEMS

  3. To add a new item, click ADD
  4. To edit/delete an item, find the item and click EDIT or DELETE

Add/Editing a Training Item

When you add/edit a training,

  • Training group – use this to group similar items together
  • Name – this is the name of the training item
  • Website – optional, allows you to enter a website you want employees to go to
  • Frequency – indicates if it’s a one-time review or the employee must review it continuously
  • Employees – optional, select the employees this training item is assigned to

 

 

How do I select a file for a training item

If your training requires the employee to review a file, once the training item is added you can

  1. Make sure to upload the file first to the library under the folder TRAINING MATERIALS To do this, follow these steps.
  2. Follow steps above to find the training item
  3. Click SELECT FILE

  4. All files in the TRAINING MATERIALS folder will be shown

  5. Click SELECT FILE
  6. The file will be related to the training item