Add Completed Training

When a student or students have completed training, it is important to set the training Status to completed, and confirm the completion date in order for the status reports to accurately display the current training status. There are two options available for adding completed training:

Option 1: Several people were trained all on the same date

1. Open a new class session record on the class session page by clicking the "New Session" button.

2. Fill in the session information on the left, and then click the "Add Students" button on the right to add the students who attended the session.

3. Select all of the students in the list view and click the "Batch Update" button.

4. Set the Status to "Completed", and confirm the Completion Date.

4. Save the record - this will record the training for all of the students in the session at once.

Note: in option 1, transcript records will be created automatically based on the information in the class session record.

Option 2: An individual completed training

1. Open the personnel form for the individual and select the Transcript tab.

2. Select the Training Record to update, or click the New Training Record button, fill in the Course fields, and set the Status field to complete.

3. Fill in the remaining information as needed, and then click the "Save" button to save the record.

Note: in option 2, a class session record will be created automatically if an existing related session record is not selected.