Super User Training Lesson #3 Training

Video 1: Training Records

In the following video we will cover: Compliant At Risk Non-compliant Training pie chart: Go to the training module Select “Training Records” from the drop down Click on the word “Dossier” in the table Navigating to your training dossier: In the drop down “just showing myself” select the option for: Direct Reports Whole Company Groups Navigating to other’s training records: In the following video we will cover:

Training Records Recap: Training pie chart: Compliant At Risk Non-compliant Navigating to your training dossier: Go to the training module Select “Training Records” from the drop down Click on the word “Dossier” in the table Module Navigation: In the drop down “just showing myself” select the option for: Direct Reports Whole Company Groups

Super User Training Lesson #3 Training

Video 2: Training Events

In the following video we will cover: A training event that takes place on a certain day for a particular group of users. The event must be approved by a workflow before the event takes place. On the day of the event users will be notified that they must signoff on their group training event Group Events A training event that is either created by a supervisor/trainer OR by the individual participating in the event. The event will either go for a supervisor/trainer approval workflow prior to the event OR the user can approve the event themselves. On the day of the event the user will be notified that they must signoff on their personal training event Personal Events A training event that takes place in person for a group or individual. There is no approval workflow for this type of event. The supervisor/trainer must signoff that the user has participated in the event OJT (On the Job Training Events) In the following video we will cover:

Training Events Recap: Group Event A training event that takes place on a certain day for a particular group of users. On the day of the event users will be notified that they must signoff on their group training event Personal Event A training event that is either created by a supervisor/trainer OR by the individual participating in the event. On the day of the event the user will be notified that they must signoff on their personal training event OJT (On the Job Training Event) A training event that takes place in person for a group or individual. The supervisor/trainer must signoff that the user has participated in the event

Super User Training Lesson #3 Training

Video 3: Training Courses and Tests

In the following video we will cover: A training course can be used if you are going to assign multiple items such as documents to many users or groups Navigate to the training module and to the course area Click add a new course and complete the course details Assign specific users to the course What is a training course and how to assign it: A test can be added to the system if you are needing to confirm a users understanding of a certain topic. Navigate to the training module and to the Test area Click add new test and complete the test details Launch the test approval workflow Assign specific users to the test. What is a test and how to assign it: In the following video we will cover:

Training Courses and Tests Recap: What is a training course and how to assign it: A training course can be used if you are going to assign multiple items such as documents to many users or groups Navigate to the training module and to the course area Click add a new course and complete the course details Assign specific users to the course What is a test and how to assign it: A test can be added to the system if you are needing to confirm a users understanding of a certain topic. Navigate to the training module and to the Test area Click add new test and complete the test details Launch the test approval workflow Assign specific users to the test.