Record a Scheduled Training

Record Online Training | Record Offline Training | Record Assigned Documents

Launch Video

Record Safety Videos & Online Training

1. Select Training Track from the Applications menu in the platform navigation bar
   • Select Safety Videos from the Schedule menu in the Training Track navigation bar to record a scheduled safety video
2. Find the training you would like to record, and select the Record icon located to the far right of the employee or training name
3. Enter the training completion date in the Date Performed field
4. Click Submit

Record Offline Training

1. Select Training Track from the Applications menu in the platform navigation bar
2. Select Offline Training from the Schedule menu in the Training Track navigation bar
3. Select Record Training Course
4. Enter the desired Training Course
   • If recording a class that has already been scheduled, select the desired Session Date
5. Click Continue
6. Choose the Instructor name from the drop-down menu, or click the plus sign to add a new instructor (required)
7. Select a Completion Date (required)
8. Enter Education Credits if applicable
9. If you would like to attach a document:
   1. Select Files
   2. Browse and find the file you wish to upload
10. Click Next
11. If necessary, add employees using the Add Attendee field
12. If necessary, delete employees using the check-boxes on the left and the Remove button in the upper-right
13. Click Next
14. Enter License Information if applicable
    1. Click Employee name
    2. Enter License Number associated with that employee
    3. Select Save
15. Click Next
16. Upload Attachments per employee if applicable
    1. Click employee name
    2. Select Files
    3. Select Save
17. Click Next
18. Click Record In order to confirm the information that was entered

Record Assigned Documents

1. Select Assigned Documents from the Training Track navigation bar
2. Select the desired assignments using the check-boxes on the left
3. Click the Complete button in the upper-right
4. Enter the desired date of completion
5. Click Save & Close

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