Adding a Record of Training

Prior to creating any records of training on the app, you must first create training topics. This reduces redundancies and room for error when users are uploading their records. 

• To learn more about adding training topics, click here: https://safetyloop.tawk.help/article/adding-training-topics
• If using the mobile app, click here: https://safetyloop.tawk.help/article/adding-a-training-on-the-app

1. From your SafetyLoop homepage, click "Training" then click "Records of Training".

2. This
will bring you to your main records of training page, here you can view, edit, archive, etc., all your records of training. Let’s focus on creating some for now, click the “Create” button.

3. This will prompt your New Training window, first select your topic, participant, and completion date. Then add the record by clicking the “Choose File” button and locating the desired file on your computer. Once complete, click “Create”.

NOTES: 

• You can select multiple participants for a training, this works great for sign off sheets that have many names on them. However, the images of the record(s) will show for all participants, if each participant has their own training card, it may be best to do individual uploads for each. 

• If you have set up your training topics with expiry periods, you will not have to fill this section in. It will auto populate after you select a completion date from the calendar icon. 

4. You
have now created a record! Using the Action dots next to trainings, you can view, archive, or edit trainings.

NOTES: 

• When users upload trainings, their trainings will go to Waiting For Approval for admins to approve before they will be visible on app and on web.