How Do I Add Trainee Documents to a Schedule?
Assignment is used for reporting purposes and can link trainee documents to schedules.
- On the left column, click 'Schedules'.
- Click on the schedule you'd like to add trainee documents to.
- Scroll down to 'Trainee Documents'.
- Click ‘Add Trainee Documents'.
- Two sections will show ‘Select to Add’ and ‘Select to Remove’ with a list of trainee documents, tick the box(es) you wish to add/remove.
- You also have the option to select all by clicking on the blue tick at the top of the page.
- To deselect all, click on the red ‘X’ at the top of the page.
- Click the arrow button.
- The trainee documents you have selected are now assigned to the schedule.
This is required before you can add trainee documents to schedules:
- Set up Trainee Documents
- Set up Schedules