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 wish 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