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Personnel Management

Assign Required Training

Published on 06/27/17 by karyn.menzies@safetyspot.com
Updated on 09/11/17.

A key feature of the Safety Spot platform is the Training Center. Trainers can add and manage training lessons. Managers can assign required training in five ways. Required training can be assigned to individual members, or by team, organization, access level, and department.

Assign Training to Individual Members

Step 1

Start by clicking on the circular group icon at the top, right corner of the screen.

Step 2

Go to Personnel Management

Step 3

Click on the name of the user in which you'd like to assign a training.

Step 4

Go to the trainings tab, then select a training from the drop down bar, and click assign. This adds the training you selected to this individual's required trainings.

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Assign Training by Team

Step 1

From the menu on the left of the screen, go to the Community Center.

Step 2

In the Community Center, select the team in which you'd like to assign a training.

Step 3

Go to the Required Training tab and click edit.

Step 4

Select a training from the drop-down box to assign to this team, and click assign. This training is now a required training for all individuals on this team.

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Assign Training by Organization

Step 1

Start out by clicking on the organization icon in the top right corner of the screen then going to Personnel Management.

Step 2

Click on more at the far right and select required training.

Step 3

Select a training, then click assign to assign this training to the entire organization.

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Assign Training by Access Level

Step 1

Start out by clicking on the organization icon in the top right corner of the screen then going to Personnel Management.

Step 2

Go to the Access Types tab and click on the edit button located on the far right of this screen.

Step 3

Click on the edit button of the access level you'd like to add a required training.

Step 4

You will be prompted to select a training, then click add. This adds this training to the access level's required trainings.

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Assign Training by Department

Step 1

Go to your organization's settings by clicking on the circular group button in the top, right corner. Click on the name of your organization. This will take you to the organization's page.

Step2

Click on the settings button on the right side of this screen.

Step 3

Go to department from the menu on the left.

Step 4

Click the edit button of the department in which you'd like to assign a training.

Step 5

Select a training and click add to assign this training to all members of this department.

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Note: Once a training is assigned to a department, the training will appear in each member of this department's required curriculum. Others not a part of this department, may be able to enroll in this course, but will not be required to do so, and can cancel enrollment. Members of the department in which this training is required will not be able to cancel enrollment or remove this training from their curriculum.