Adding Training History to a Person Record

Prior training and certifications can be added to either the individual's training history or certification information. Identifying a requirement to associate with the training is optional for training history but required for certification information. If the requirement becomes active for the individual at some point in the future, it automatically becomes fulfilled.

  1. From the Person record, click the History link.
  2. Click the Training History tab.
  3. Click Action > Add.
  4. Zoom to select the Training No. field or enter an external training number.
  5. Enter the training information.
  6. Zoom to select a Requirement No. if the training can be associated with a requirement.
  7. Select a Result and specify a Completion Date.
  8. Click the Save button.
    Result: The training history has been added to the Person record.

See Also

Adding a Person Role

Deleting a Person Role

Activating a Person Role

Deactivating a Person Role

Adding a Rights Group to a Person Record

Viewing a Person's Groups

Editing a Person's Address

Adding Requirements to a Person Record

Deleting a Requirement from a Person Record

Activating a Requirement in the Person Record

Deactivating a Requirement in the Person Record

Adding Person Certification Information

Manually Certifying Person Requirements

Revoking Person Requirements

Changing the Person Certification Plan

Viewing a Person's History

Reviewing a Person

Adding Attachments to a Person Record

Person End User Steps

     

 

 
Friday, March 20, 2020
12:26 PM