Q: How do I add completion records in the Client Interface?

A: Please follow these steps:

To mark a single employee complete for a training:

1. Open the Training Detail screen to the correct training record.

2. Click Add Individual Completions at the bottom of the screen.

3. Select the Employee name from the drop-down menu.

4. Type in the date Complete, or leave the default current date. The expiration date will be automatically calculated for you, based on the number of months to expire, but can be over-written if needed. The current revision number will also be inserted.

5. Enter the Score, Pass, and Cost (optional).

6. Click Add or Add with Electronic Signature.

Repeat steps 3 to 7 to add another completion.

To mark a group of employees as all having completed a given training:

1. Open the Training Detail screen, Completed tab.

2. Click Add Completions as a Group at the bottom of the screen.

3. A pop-up selection screen will open. Check the box next to the names of the employees who have completed the training, or select a department or job title and click Check to automatically check a group of names.

4. Enter the Completion Date and check Pass if they all passed.

5. Click Add.

To enroll employees in a scheduled class, follow these steps:

1. Open the Training Detail screen to the training you wish to enroll employees for.

2. Select to show "Classes".

3. Next to "Classes", select "Scheduled".

4. Scheduled classes and enrolled employees will be displayed.

5. In the top section, select the scheduled class.

6. Next to the scheduled class, click Add Employees.

7. A pop-up window will open.

8. Mark the Check-box next to the names of the employees you wish to schedule (note that you may only add employees up to the set capacity for the class location).

9. To automatically check all employees from a specific job title, select the Job Title, and click Check.

10. To automatically check all employees from a specific department, select the Department, and click Check.

11. Click Add.