Go to Your courses> Training and qualification records, then follow the instructions below.
Adding the training record
Click Add new record
This will open the form:
- Qualification or training type: choose one or more of the options (operator's certificate, training or assessment, licence class, licence endorsement, unit standard or other. You must have at least one selected
- Qualification or training name: write the name of the qualification, e.g. Forklift Operator's Certificate
- Certificate number: this will be automatically written if it's a course on DT. If you're adding separate training, you can put what you like in here.
- Date achieved: the date the trainee passed the qualification
- Expiry date: Optional field for the expiry date of the qualification. We will send reminders 90 and 30 days before it expires and the day after.
- Hours taken: Optional field to keep a track of how many hours the training session was. This is useful if there's a minimum number of hours on the way to another qualification, or some mandated internal requirements
- Unit standards: Optional field for you to enter any unit standard numbers
- Assessor name: Optional field to note the trainer(s) who conducted the assessment
- Assessor email: Optional field to note the trainer's email
- Add files: You can add multiple files such as a scan of a practical assessment checklist, photographic evidence of completion, etc. File types are restricted to .jpg, .png, .pdf, .gif or .txt. The maximum file size is 10Mb.
Clicking Save uploads any selected files, saves the training record and then goes to your training and qualification records.
Clicking Close cancels the operation.
Deleting a training record
Click the Delete button in the Options menu. Acknowledge the warning and continue if you are OK with it.
Editing a training record
Click the Edit button in the Options menu, change the fields as required and click Save.
