Training Courses
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How to add a new course
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How to add course documents to a course, module or step
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How to add or change the certificate file attached to a course, module or step
Courses and Course Documents
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Managers and administrators have direct access to full course records.
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Employees access their course documents from the qualifications record or directly from the documents list.
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How to submit completed forms that have a submit button
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How to print a course document
Loggin In and Out
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You should get into the habit of logging out when you have finished your session - here's how
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How to have a new password issued if you lost your password
Status Message
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How to control when the status message shows
Alarms
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How to set an alarm, say for a training due date or expiry date
Training Providers - Setup
Contracts
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How to set up a new training contract for a client
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How to add a package to a contract
Training Packages
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How to create a new package of courses
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How to add courses to a standard package
Employees
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How to add a new employee (client admin and providers only)
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Setting up employee roles and training regimes (full variants only)
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How to assign employee roles and pre-set training requirements.
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When you have the contacts to Flow360 you can request user accounts for them from Flow360 administration.
Employee Qualifications, Supervisions and Appraisals
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Qualifications can be accessed from the main qualifications button and also through any employee record.
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Scheduling and managing employee supervisions and appraisals (full variants only)
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How to manually add a qualification to an employee record (Workgroup variants only)
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How to manually add a qualification to an employee record (full variants only)
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How to edit an existing training or qualification requirement record. (full variants only)
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How to confirm that a qualification has been achieved from the qualifications tab list/s (full variants only)
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When can you delete a qualification record
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Course qualifications as well as internal supervisions and appraisals can all be renewed using the renew button on the qualification or supervision record card.
Documents
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How to find, view, share and print documents
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How to upload and share documents
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Working with document versions
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How to view and print documents stored with Flow360
Licences
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Usage licence agreements and software licence.
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How to add a new client to a service provider licence
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How to move a client on your licence from a Lite variant to a Full variant (clients on Provider licences only)