Supplemental Training

1. Navigate to User Accounts.
2. Select Supplemental Training from the Sections menu on the right. If you can't see the menu, show the Tool Panel.
   

From this page you can view, sort, filter, export, delete, and edit exisiting supplemental training items for multiple users.  The page displays the ID, type, associated product or title, user, various dates, and any attachments for each entry.

1. Log in with a Manager or Site Manager account type.
2. Select Supplemental Training. The location of Supplemetal Training is based on your account type.
   1. Manager accounts will find it in main navigation tab.
      
   2. Site Manager accounts will find it under Library in the main navigation menu.
      

• Optionally use Filter and Save Searches to locate specific supplemental training items. 
• Optionally export the supplemental training list. 

Internal training records are those that can be associated with exiting content in the system. For example,  a WHMIS course is available on the system, but your Health and Safety officer needs additional training that is performed outside of the LMS. You can add several training records to the same product. As you enter each record, the most recent update will appear on top while a history of each record update appears below. 

1. Navigate to Individual's Training Records.
2. Select Add Supplemental Training.
3. Select Internal from the drop-down menu.
4. Select the associated product from the drop-down menu. This list is the user's product enrolments.
   • If the product you need is not listed, use the Associate to Product button to select it and enrol the user.
   • The list contains the products available for enrolment, based on the user's group memberships. 
   • The enroled product will be available in the associated product from the drop-down menu.
5. Complete the rest of the form.
6. Optionally add, replace, or delete an attachment. 
7. Save.

External training records are those that cannot be associated with existing content in the system. For example,  an employee that attended a two-day off site trade seminar as part of their professional improvement.

1. Navigate to Individual's Training Records.
2. Select Add Supplemental Training.
3. Select External from the drop-down menu.
4. Complete the rest of the form.
5. Optionally add an attachment. 
6. Save.

1. Navigate to Training Records. Both options allow edits.
2. Select the name of the training record.
3. Make changes to editable fields.
4. Optionally add an attachment. 
5. Save.

Create multiple training records associated to specific users via the Import Utility. Select the Supplemental Training import type from the drop-down menu. Note that training record attachments cannot be uploaded this way.

See Automatic Training Record upon Certification.

1. Create a Training Record.
2. Select the name of the training record to open the edit page.
3. Select Choose File at the bottom of the page. There is a list of supported files available on this page.
4. Save.

You can pre-upload training record attachments in bulk via your FTP account, and then attach the uploaded files to one individual's training records with the Manage FTP Tool. 

1. Open a user's account.
2. Navigate to Supplemental Training.
3. Select Add Attachment for any training item without an attachment.
4. Choose the Manage FTP option and then Upload. See FTP File Upload for more details.
5. Select the file then Transfer File.
6. Close the modal window and select Back to Previous Page from the options menu.

You can upload a new file to replace the attachment associated to a training record.  

1. Navigate to Training Records. Both options allow file replacement.
2. Select the name of the training record to open the edit page.
3. Select Choose File at the bottom of the page. There is a list of supported files available on this page.
   
4. Save.

You can delete the attachment associated to the training record without impacting the training record.

1. Navigate to Training Records. Both options allow file deletion.
2. Select the name of the training record to open the edit page.
3. Select the Delete icon at the bottom of the page under Attachment.
   
4. Confirm the deletion.

 See Create a Training Record. 

An email notification may be enabled to alert users of an upcoming training record expiry.

Expiries are colour coded, based on their active status in the system.  

• Active (green): Expiry is greater than 60 days from today
• Expiring Soon (yellow): Expiry is less than 60 days from today
• Expired (red): Expiry is date is after today

Deletion permanently removes the record from the system, including associated attachment and reports. 

Permanently delete one or more training records from an individual's profile. 

1. Navigate to the User Accounts page.
2. Select an account name to open the individual's profile.
3. Select Supplemental Training from the Sections menu on the right. If you can't see the menu, show the Tool Panel.
   
4. Select the delete icon for the appropriate training record.
   

Deletion permanently removes the records from the system, including associated attachments and reports. 

1. Navigate to the Supplemental Training page.
2. Optionally use Filter and Save Searches.
3. Select one or more records.
4. Choose Delete Selected from the Options menu. If you cannot see the menu, show the Tool Panel.
   
5. Confirm the deletion.