Bulk Update of Training Records
- Overview
- How to Bulk Update Training Records
- Selecting the Course to Update
- Selecting Training Records to Bulk Update
- Updating the Fields
- Adding Attachments and Links
Overview
In Assure, it is possible to update the Status of multiple Training Records with the same course at once. This allows you to update the training status of multiple attendees on a course in one step.
You are also able to add attachments and URL links to the Training Records.
How to Bulk Update Training Records
You can do bulk updates from from 3 places –
- Training Record List Page
- Navigate to the Training Records list page - Modules > People > Training Records.
- Select the Training Bulk Update Button on the top right of the screen.
- Training Needs Analysis List Page
- Navigate to the Training Needs Alalysis list page- Modules > People > Training Needs Analysis.
- Select the Training Bulk Update Button on the top right of the screen.
- Course List Page
- Navigate to the Course list page Modules > People > Course
- Find the course you wish to update and click the menu cog on the record
- Select Training Bulk Update from the menu cog
Selecting the Course to Bulk Update
When you navigate to Training Bulk Update from the Training or TNA list pages you will then need to choose which course you wish to update.
Selecting Training Records to Bulk Update
To add the Training records you wish to update click “Select Training Records”
In the pop up you can select all, search and select, etc.
Updating the Fields
In the Fields section, you can update the Status of the training Records, as well as add a date they were completed on.
If the course for the training record you want to update is recurring training, you can enter the required status and the date the training was completed on. The next course and required by date will auto-populate if linked to a TNA.
If you are only using the Training Records to manage your people’s training or the training type is one off the next course will not auto-populate. You will have the option to manually replace and update when setting the new status as per the image below by ticking the box ‘Replace and Update’.
Adding Attachments and Links to Bulk Update Training Records
In the Attachments section you can add one or more files and Links to the record. Each training record updated will have a copy of the file and/or URL attached to the record.
Click the Add File button. This will open the file explorer and you can select the file you wish to upload. If you wish to add more than one file you must do these one at a time.
Click Add Link button to add a URL link, here you can add URL link a description of the URL.
When you click Apply changes you will receive a notification that these changes will begin in the background.
You will receive a further notification once the bulk update has been completed.
An email summary of the background process will also be sent to the user who initiated the change.
For further information on background processes please click here.