What can we help you with?

Similar Articles

Learn The Basics

How Do I Manually Assign Documents to Trainees?


Administrators can manually assign documents to trainees by accessing the System Matrix.


  1. On the left column, go to ‘People’.
  2. Click ‘Matrix’ which is the second tab at the top of the page.
  3. Click on the grey icon under the document and beside the trainees name you want to assign.
  4. A pop-up message will show asking if you’re sure you want to assign the document to the trainee. If you are sure, click ‘Save & Submit’.

The document is now assigned to the trainee.



This is required before you can manually assign documents to trainees:

  • Set up Trainee Documents
  • Set up Trainees

Recently Viewed

Visit other post to show recently viewed