Training App Self-management User Guide

Manage your own training plans with Compliance Centre

Designed to simplify training within your business, The Training App allows you to create, edit or delete training plans and courses in one central location.

These features are automatically available for administrator level login or if you would like more users to have access, simply ask your Primary Contact to let us know.

To help you get the most out of your Training App, simply watch our quick help video or follow the steps below.

How do I create a Training plan?

training module

1

Click on Training plans and then Create plan +.

 

2

Decide on your Plan name e.g. Sous Chef, Auditor. Click Assign course and then Create plan.

training module

3

You can assign all of the appropriate courses for the new plan in the Courses in this plan field. If you know the name of the course you can simply type it in, or you can click Show all to list all available course types. Once selected, click Assign and then Create plan.

How do I edit a Training plan?

training module

 

1

To edit an existing plan, you can do so by clicking Actions, then Edit.

training module

2

You can then edit the name and add extra courses that make up the Training plan using the search bar or click Show all. You can also unassign any courses currently linked to it.

How do I add a new course?

 


 

training module

1

Click on the Courses tab and then click Create course +.

2

Type in the name of the required course, remember to keep this name unique and decide how often this needs to be repeated. This will then notify you of any required colleague training. If this is a one off course, such as a Company Induction, tick the box Never.

3

From here you can also choose the training plans attributed to this course (job title) and click Assign.

How do I edit or delete a course?

training module

 

1

If you need to edit a current course, click Actions next to it, then Edit. Again you’ll be able to amend the name and how often it needs to be repeated. Here you can change which Training Plan it relates to by un-assigning existing ones or assigning a new course.