How do I create a training record?

Log training records for every member, monitor their expiry dates on one handy dashboard

 

How to get there 

Once the 'Training' feature has been enabled for the organisation, admins can access the feature through the admin portal. Log in to the SaferMe web admin portal and select 'Training' from the menu on the left. 

 

Records

Select 'Records' from the training drop down. 

 

 

Select the 'Add Record' button. 

 

 

 

Start by selecting which module the record will belong to.

Fill in the details of the record including 

  • Issue date 
  • Review/Expiry day
  • Completed by (more than one member can be selected here)
  • Competency level (this will only show for certain modules)

An attachment of the proof of training can be uploaded for each member selected. 

 

When all the details have been added, click 'add record'. This will save the record and it will be visible on the records screen in the training area. 

Records can be filtered by 


  • module 
  • categorey
  • member 
  • review/expiry date

 

Set filters and download the results. This will produce a csv file of the filtered results. 

 

 

Editing Records

Created records will display in list view and each one is clickable.

 

 

When clicked open the record will display a 'change history' and have an 'edit record' button. 

Any changes made to the record will be added to the change history. 

 

 

Benefits 

Editing the record over time means no longer having to create separate records for the same kind of training e.g. Gill has one SOP Manual Handling training record. Each time she completes further training for this SOP, her original record can be updated instead of creating a new one. 

The change history documents her competency level improving over time and admins can leave comments related to the training about her progress.

The admin team has clarity over when next training is required, who conducted the training, what is the competency level and how is the member progressing in the eyes of the admins overseeing the training. 

 

 

 

If you have any questions on creating or monitoring training records send us a message - support@safer.me