How Do I Assign Trainings For My Staff?

Issue

I'd like to add some of the optional trainings onto my staff and remove others that are not needed for certain staff, how do I do that?

Environment

Kipu Compliance, Role: HR, Function: Manager of Training Center

NOTE: Function: Department Manager can ONLY see users within their Department.

Resolution

A User with either the HR Role or the added function of Manager of Training Center will be able to see other Users Trainings. If the user only has been granted Department Manager access they will only be able to see the users within their department within the location they are viewing for training status.

Assign Additional Trainings

There are three ways to add additional trainings. The first is to add them to the role for the whole location, the second would be from the training center by role for the whole location, and third would be per user in their profile which will communicate across all locations assigned.

Add from Manage Training Rules

From the toolbar on the left select the Training Center tab, and then the Manage Training Rules option.
Within the Training Roles Rules page select the Add New button.
Once you are directed to the Manage Included Trainings Rules page, select a Role, the Training and then the Save button.
If you already have Training Role Rules created and need to edit it, locate the Role that you are wanting to add the training to and click the Edit button under the Action column.
Select the search box for the drop-down to appear and locate the training to be added. Click the training to add it to the list.
Select the Save button.
The page will be re-routed to the Trainings Roles Rules page and it will now show it under the Included Trainings column.

Add from View Training Center

From the toolbar on the left select the Training Center tab, and then the View Training Center option.
To assign additional trainings select the Assign Training to Role button in the top right of the Training Center.
From the pop-up select the Role, next select the Training(s), then select the Save button at the bottom.

Tip:
Multiple trainings can be added at once. It also may take a moment to save. Recommended method is from the Manage Training Rules tab listed in the steps above.

Add from the User Profile

From the toolbar to the left select the Access Manager tab.
Locate the user and select the Show button.
From their profile select the Edit button in the top right.
Within the users profile select the Manage Training Permissions button in the top right.
Select the search box for the drop-down to appear and locate the training to be added. Click the training to add it to the list.
Select the Save button.
The page will re-route you to the User profile and a green banner will show at the top if it has successfully been updated.