Training Manager

Help files on the training matrix and the linked modules

Create A New Certification
Contacts can have certifications added to their records. There are two ways to do this. This help file will look at creating a certification and then adding...
Wed, 27 Mar, 2024 at 7:37 AM
Assign Contacts to a Certification
Contacts can be assigned to a certification as you create a new certification or by visiting an existing certification.  If you need to create a new cer...
Wed, 27 Mar, 2024 at 7:37 AM
Unassign a Certification
There are three ways to remove a certification from a contact. This help file will cover two of those options.  First, locate the certification you need...
Wed, 27 Mar, 2024 at 7:37 AM
Manage Certification Types
Certification types can be created as a certification is created. However, it is possible to add types before creating a certification. Managing the types w...
Wed, 27 Mar, 2024 at 7:37 AM
Export the Training Matrix
The Training Matrix can be exported in three ways:  PDF Excel  URL Before the training matrix is exported, it is important to note that all cont...
Thu, 28 Mar, 2024 at 2:07 PM
Assign a Work Team to a RAMs Document
Each RAMs document will have a method statement in step 4 for "personnel involved". If the personnel involved are setup as contacts in the system,...
Wed, 27 Mar, 2024 at 7:37 AM