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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:

  1. On the left column, go to 'Locations'.
  2. Click on the location you want to allocate/deallocate trainees to.
  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.

You can also assign trainees to a location from the People module:

  1. On the left column, go to 'People'.
  2. Click on the trainee you want to allocate/deallocate.
  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

The trainees will now be assigned to the locations you have selected.

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