Within the Cayuse Admin module, you can create Trainings and assign them to users. Training records can help reviewers and approvers assess the qualifications of personnel associated with submissions and other records.
Creating a Training
Before a training or certification can be assigned or attributed to a user, you must first create the training or certification.
- From the Admin dashboard, select the Trainings tab.
- Click Add Training.
- Enter a name for the Training. Set the Active toggle to Yes. Click Save.
Once created, the Training will be available for assignment to users.
Assigning a Training to a Person
- From the Trainings page, select the People tab.
- Search for and select the person you want to update.
- Click Add Training.
- Complete the required training or certification information. Click Save.
The training or certification will now appear in the selected person's record. They can view the assigned trainings from their Profile page.
Manage Existing Trainings
Trainings are listed on the Trainings/Certifications tab. The Active toggle indicates whether a training or certification is available for assignment.
To edit, inactivate, or delete a training or certification:
- Select the training or certification name from the list.
- Make the necessary changes.
- Save your updates, or delete the record if it is no longer needed.