For Admins: Manage trainings and participants

TABLE OF CONTENTS

• View details of trainings
• Edit Training details and content 
• Manage participants of a training 
  • Add employees
• End training for participants
• End training that grants a certificate 
• View status of trainings (admin) 
• View status of a completed training (employee)
• Delete a training

View details of trainings

• Go to Training Tracker > Catalog
• Click on one training 
• Under General Information, you can see the Timeline, duration and the Participants and the certificate
• Under Participants, you can see all enrolled employees. From there you can manage participants as well
• At the bottom left you can also edit and delete the training. 

Edit Training details and content

• Go to Training Tracker > Catalog
• Find the respective training and click the three-dot menu at the end of its line
• Click Edit training

• Find the section you want to edit in the vertical menu 
• Make changes and click SAVE CHANGES

Manage participants of a training 

• Go to Training Tracker > Catalog
• Find the respectable training and click the three-dot menu at the end of the line
• Click Manage employees 
• Assign employees

OR

• Go to Training Tracker > Catalog
• Click on one training
• Find Participants in the vertical menu
• Click Manage Participants

Add employees

• Use the search bar to find an employee by name or use filters to view employees with specific attributes, such as a particular location, team, or those with a manager
• Available employees are displayed in the left column. Click (+) to add them to the training
• In the right column, you can see all the SELECTED EMPLOYEES. You can remove participants using the trash-icon
• Click NEXT if your selection is complete

End training for participants

• Go to Training Tracker > Catalog
• Click on one training
• Find Participants in the vertical menu
• Find the respective employee and click on the three-dot menu at the far end of the line
• Click End training for participant
• Click CONFIRM. 

End training that grants a certificate 

When you end a training that guarantees a certificate at the end, make sure you have the granted certificate already, because you will need to upload it in the process of the ending the training.

• After you clicked End training for participant, you will see this pop-up-window:

• Click Confirm
• You will be redirected to upload the certificate file
• Drop the file in the pop-up window or browse your computer to find the file
• Select a name (mandatory) and a expiry date (mandatory) for the certificate
• Optionally you can use tags for this document
• Click UPLOAD

View status of trainings (admin) 

• Go to Training Tracker > Catalog > Select Training > Participants
• Find the STATUS column to see whether the training is scheduled, in progress, overdue or completed
• If the training grants a certificate, you will see a CERTIFICATE column next to the status column
• If the training is completed and granted a certificate, you can view and download it here under CERTIFICATE
  

View status of a completed training (employee)

Delete a training

• Go to Training Tracker > Catalog
• Find the respectable training and click the three-dot menu at the end of the line
• Click Delete
• Click Yes, delete