How Do I Assign Trainees to a Location?
By assigning trainees to locations, this will allow the system to track the trainee’s status specific to the location they have been allocated to. You can also create a Dashboard showing the trainees by their location, which will give a visual representation as well as help you keep track of trainee data.
To assign trainees to a location:
- On the left column, go to 'Locations'.
- Click on the location you want to allocate/deallocate trainees to.
- Scroll down to 'Trainees'.
- Click ‘+Allocate/Deallocate Trainees’.
- Two sections will show ‘Select to Add’ and ‘Select to Remove’ with a list of people.
- Tick the box(es) you wish to add/remove.
- You also have the option to select all people, click on the blue tick at the top of the page.
- To deselect all people, click on the red ‘X’ at the top of the page.
- Click the arrow button.
You can also assign trainees to a location from the People module:
- On the left column, go to 'People'.
- Click on the trainee you want to allocate/deallocate.
- Scroll down to 'Locations'.
- Click ‘+Allocate/Deallocate Locations’.
- Two sections will show ‘Select to Add’ and ‘Select to Remove’ with a list of Locations.
- Tick the box(es) you wish to add/remove.
- You also have the option to select all locations, click on the blue tick at the top of the page.
- To deselect all locations, click on the red ‘X’ at the top of the page.
- Click the arrow button
The trainees will now be assigned to the locations you have selected.