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How Do I Add Trainee Documents to a Schedule?


Assignment is used for reporting purposes and can link trainee documents to schedules.


  1. On the left column, click 'Schedules'.
  2. Click on the schedule you want to add trainee documents to.
  3. Scroll down to 'Trainee Documents'.
  4. Click ‘Add Trainee Documents'.
  5. 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.
  6. You also have the option to select all, click on the blue tick at the top of the page.
  7. To deselect all, click on the red ‘X’ at the top of the page.
  8. 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

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