How to add a training type

Training types are where you add all your company’s trainings, certifications, and competencies.

How to add a training type

1. Click people in the navigation and

2. Select Training and Certs Matrix.

3. Click Add New and Add training.

4. Enter the name of the training, whether it is classified as a certification, competency, or training, select the checkbox if it has an expiration date and if it can be shared with external users.

   • If this is disabled, this training type will not show up in an export so that documents that contain private data cannot accidently be shared outside of your company.

5. Enter the name of the training category. This will display in the training matrix as a heading for easy viewing.

6. Next you can optionally enter the estimated cost, estimated hours, any details, and select which training form you’d like to use to capture this training.

   • These are built in Field Groups in the admin navigation and can capture whatever data you require for your specific training.

   • The default training type captures date obtained and expiry date. Lastly select a notification config.

   • These are built in the Notification Config in the admin navigation to automatically send email notifications based on triggers that you set.

7. Once all looks good, click create.

   • You will now see this training in your matrix and can assign it as mandatory, recommended or not required to your roles by clicking the circle.

• Red is mandatory to work

• Yellow is recommended

• White is not required.

To change all roles at once

1. Select the three dots.

2. To edit or delete a training, click admin on the bottom left of the screen.

3. Select training types and make the change by selecting the required icon.

   • You are also able to add a training type in this section.