Add/edit a training record

Users can add a student to a training class through the training class details page. When a student is added to a class it will generate a training record for that student in that class.

To add a student to a class:

• open a training class details page

• Select Add Students in the top right of the page

• Select the students you want to add to the class from the student-multi-select modal

  • You can filter for the students you are looking for by either searching their name or using the multi-select filters.

If a training class has an associated approval flow, all students added to the class will be in a pending approval status until they are ultimately approved via the approval flow steps or they will be sent to a denied status if one approval in the approval flow steps denies their request.

If an approval flow is not associated with the training class users will automatically be approved and added to the training records tab.

A student record can be edited with the following information once a class start date has occurred

• Attended/completed/passed status - A student must have the passed status to receive an associated training class certification or have their hours for that class reported. Attended/Completed status are for reporting purposes only

• Class score - Class score is out of 100 and is for reporting purposes only

• Inventory item association - Inventory items can be created and associated with a student record. This is helpful in the event that a student is training with a specific equipment item

• Training Record documentation - Documents can be associated with a training record. These documents will show on the training record modal as well as the student details profile