How Do I Assign Trainees Manually to a Course?
Trainees on the system can be manually assigned to courses by an administrator. There are two ways of doing this, directly through the course, or in the People Matrix.
1.To assign trainees manually through the course:
- On the left column, go to ‘Courses’.
- Click on the course you want to assign trainees to.
- Click on the course ‘Certificates’ tab at the top of the page.
- Scroll down to the ‘Trainees’ Section.
- Click ‘Assign/Unassign Trainees Manually’.
- Two sections will show ‘Select to Add’ and ‘Select to Remove’ with a list of trainees.
- Tick the box(es) you wish to add/remove.
- You also have the option to select all trainees, click on the blue tick at the top of the page.
- To deselect all trainees, click on the red ‘x’ at the top of the page.
- Click the arrow button.
- Click 'Close'.
2.To assign trainees manually through the people matrix:
- On the left column, go to 'People'.
- Go to 'Matrix'.
- The column headings will show a list of courses and trainees on the system.
- Click on the grey document icon under the course name and beside the trainee name you want to assign the course to.
- A pop up notification will show asking if you are sure you want to assign the trainee to the course, if you are sure, click 'Save & Submit'
- The trainee will now be assigned to the course.
This is required before you can assign trainees to a course:
- Set up trainees
- Create courses