Training
Assign courses, track progress, and send reminders.
Articles
How to create a training assignment
Steps Go to Training. Click New Assignment (or Assign Training). Choose the course or item, who it is assigned to (a person, role, or group), and the due date. Save. Assigned people can complete training from their portal. Progress shows on t...
How to track training progress
Steps Go to Training, then Progress or the training dashboard. Filter by course, person, or due date. Open a row to see who is complete, in progress, or overdue. Use this before events that require certifications, or before year-end compliance...
How to send training reminders
Steps Open the training assignment. Choose Send Reminder, or turn on automatic reminders when you create the assignment. Confirm the audience (everyone overdue, or a specific person). Tip: Automatic reminders save follow-up time. Manual remind...
