This section allows managers to create and manage external training providers and courses. External training can then be assigned to specific user groups to ensure the relevant users are aware of the required training. It also allows organisations to add internal training if the required course is not available in the existing list.
The following options are available on this page:
Assign External Training Record
Add Internal Training
Import Training Provider & Courses
Assign External Training Record
This option allows users to:
Assign existing external training to user groups
Select Training Provider from the list
Select Training Title from the list
Select User Groups
Click on Assign
On successful assignment, the uploaded external training will be assigned to the selected user groups.
Create a new training provider and training course and assign it to user groups
If the required training provider or training is not available in the list, the user can create a new training provider and training according to their requirements.
For detailed instructions:
Add Internal Training
If the required training is not available in the external training provider list, it can be added as Internal Training.
How to Add Training Under the “Internal” Provider
Click Add Internal Training.
A popup window will appear.
Enter the required information:
Training Title
Validity Period (number of months before expiry)
Training Description
Select a User Group if you want to assign the training directly.
Click Insert
The training will be added under the Internal provider and assigned to the selected user group.
The successfully added training will appear in the grid on this page.
Import Training Provider & Courses
Use this option to add multiple Training Providers and Training Titles (courses) at once using an Excel file, instead of creating them one by one. This is useful before bulk uploading training records, because any provider or course in your upload must already exist in the system.
You can use this import to:
Add new Training Providers together with their courses
Add new courses to a Training Provider that already exists
How to import Training Providers & Courses
Go to Training Records Management
Select Import Training Provider & Courses.
Download the Excel template.
Fill in the template, with one row per course:
Training Provider: the name of the provider. To add a course to an existing provider, enter the provider name exactly as it appears in the system.
Training Title: the name of the course.
Save the file and upload it.
If every row in the file is valid, your Training Providers and courses are uploaded straight away. No further action is needed.
If your file contains errors
Rows without errors are uploaded as normal. Rows with errors are shown on screen so you can fix them.
Fields with an error are marked in red.
The number of errors in each row is shown on the right, for example Error (1).
To fix the errors, choose one option:
Submit After Correction(s): correct the fields on screen, then click this button.
Export to Excel: download the error rows, fix them in Excel, and upload again.
Discard: remove the error rows. Rows that were already uploaded stay saved.