Introduction: Learn how to indicate that an employee has been trained in a process.

Step 1:Select the checkbox next to “Train All” to indicate that the employee has been trained on the entire process. You can also mark an individual process tool as training by selecting the tool(work plan, checklist, etc.) (see image below)

  • The image below shows what button to click if the employee was trained in the entire process. Once the button turns green, the process will be marked as “Trained”
  • If the employee has only been trained in one or more tools and not the entire process yet. Select the tool and select the train icon

  • Then the trained checkmarks will appear next to the process.

Step 2: You can also Select Management Notes to include notes. For example:

Any exceptions noted during the training process.
How long the training took and what was covered.
Any additional training that is needed.
What the employee test scores were if a test was taken.

Management notes can be viewed and edited by selecting the Management Notes icon

 

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