Tuesday, May 17, 2011

Training Specific to the Individual -- Update

We've changed the way we authorize the signatures to appear on the Training Specific to the Needs of the Individual report. 
  • The instructor needs to go to the Employee module and add a "Training Schedule" record for each individual. 
  • Choose the Training Specific to the Needs of the Individual course and be sure to select all employees who received the training. 
  • Mark the training as "Complete" or "Passed" and Submit/Save.

Now when the employee logs in and selects the individual and clicks on the Training Specific... report, it will automatically send them to an authorization page where they can read/review the training specific instructions and then click on Submit/Save to load the report with the instructor signature and their own on the report.

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