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Assigning Courses

The employee record

The employee record lists historical and scheduled qualifications and training (on the qualifications / training tab) and also those available courses that are not currently assigned to the employee (on the 'courses - ' tab)

Assigning a course directly

To assign a course, click the assign to employee button on the relevant course row.

Confirm details

Most of this dialog will be pre-filled. All you have to do is enter the due date and click the Confirm button to finish.

Course added to employee's qualifications list

The newly assigned course wil be added to the employee's qualifications / training tab list.

Assigning multiple courses at once

You can assign multiple courses to an employee at once by selecting more than 1 course record on the 'courses - ' list and then clicking the assign multi button at the top of the list. Then proceed as above to set the due date and confirm.

How to select multiple records:

  • Click on the row for the first record to select (row will be highlighted)
  • Hold down the CMD key and click on additional rows to select more rows (rows will be highlighted)
  • You can also use the SHIFT key to select a set of contiguous records (click to select the first record, then shift-click on the last record to select all records between the first and last)