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How Do I Assign and Unassign Trainees to a Location?

Assigning trainees to specific locations enables the system to monitor each trainee’s status in relation to their allocated site. You can also create a dashboard displaying trainees by location, providing a visual overview and assisting in the effective tracking of trainee data.

To Assign and Unassign Trainees to a Location:

1. On the left column, go to Locations.
2. Click on the relevant location.
3. Scroll down to Trainees.
4. Click Allocate/Deallocate Trainees.
5. Two sections will show Select to Add and Select to Remove with a list of people.
6. Tick the box(es) you wish to add/remove.
7. You also have the option to select all people, click on the blue tick at the top of the page.
8. To deselect all people, click on the red X at the top of the page.
9. Click the arrow button.

To Assign and Unassign Trainees to a Location from the People Module:

1. On the left column, go to People.
2. Click on the relevant trainee.
3. Scroll down to Locations.
4. Click Allocate/Deallocate Locations.
5. Two sections will show Select to Add and Select to Remove with a list of Locations.
6. Tick the box(es) you wish to add/remove.
7. You also have the option to select all locations, click on the blue tick at the top of the page.
8. To deselect all locations, click on the red X at the top of the page.
9. Click the arrow button