How Do I Assign Trainee Documents to a Group?
Assigning Trainee Documents to groups helps to ensure that all required documents are uploaded by trainees that are in the same group. Assignment is used for reporting purposes and can link the document data to the group.
- On the left column, click 'Groups'.
- Click on the group you want to assign trainee documents to.
- Scroll down to 'Trainee Document Types'.
- Click 'Allocate/Deallocate Training Document Types'.
- 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 trainee documents, click 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 added to the group.
This is required before you can assign trainee documents to a group:
- Set up Trainee Documents
- Set up Groups