Record training sessions and participants

Before you add new sessions, you search to verify the session has not been recorded already.

Record a new training session and participants as follows:

1. From the Home screen, click Resource > Training. The Training Sessions Search Criteria screen appears.

2. Enter the From Session Date and any other search criteria for the training sessions you want to view.

3. Click Search. The matching training sessions appear in the search results.

4. Click Add Session to record a new training session. The Training screen Session Information tab appears.

5. Complete all the required fields on this screen.

6. Under Training Competencies, move the appropriate competencies to the Selected Competencies box.

7. Select the status for this training session.

8. Click Apply.

9. Click the Participants tab.

10. Click Add Participant. The Person Search screen appears.

11. Search for and select the person to add as a participant. You are returned to the Participants tab.

12. Repeat steps 10 and 11 for other participants for this training session. You cannot add more participants than the maximum number allowed for the session.

13. Click Save. You are returned to the Training Sessions Search screen.

See also:

Delete a participant from a training session

Delete a training session record

Identify resource members who attended a training session