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How Do I Add a Training Effectiveness?


Tracking training effectiveness allows administrators to monitor learner progress and pinpoint courses that may need improvement.


There are three steps that must be completed to document training effectiveness:

  1. Initial set up - choosing the trainee you want to evaluate for Training Effectiveness.
  2. Documenting the Training Review - assess how the trainee performed in their assigned courses by recording improvements in competency.
  3. Trainee Signature - confirms that the trainee has reviewed and acknowledged their training evaluation, providing visibility into their competency development and training effectiveness.


This article includes step-by-step instructions on how to add a Training Effectiveness.


Initial Set Up:

  1. On the left side menu, click Training Effectiveness.
  2. Click +New Training Effectiveness.
  3. Choose the Trainee from the dropdown options.
  4. Click Save & Submit.


Documenting the Training Review:

  1. Click on the Training Effectiveness you previously added.
  2. Tick Yes/No beside the course to document the course competency improvement.
  3. Add Manager Comments into the textbox
  4. Enter the Manager Signature.
  5. When you have completed each course competency, click Save Changes.


Trainee Signature

  1. On the left column, go to Training Effectiveness.
  2. Click on the Training Effectiveness that requires a signature - this can be identified in the Training Effectiveness Status column as "Awaiting Trainee Signature".
  3. Enter a digital signature in the Signatures section.
  4. Click Save Changes.


This is required before you can add a Training Effectiveness:

  1. Set up Trainees
  2. Set up Notifications


  1. A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields.

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