Help · Records · Everyone

Record a completion and get it approved

A technician logs the training; an approver signs it; the record is issued with the approver as signer of record and filed in the person's training record.

All help topics

Steps

  1. From My Training, open the item and log the completion with the date and, for OJT items, the OJT events first. In the app: /learn
  2. The request goes to the approvals queue of the person's supervisor or training manager. In the app: /admin/training/approvals
  3. The approver checks the evidence and signs in the system; the record form (TN-TR-01 or the item's own form) is issued and filed in the person's training record.
  4. A rejected request goes back with the reason; nothing is issued until it is approved.

Also in Records

Inside the product the same answer is one click away: the compass button in the corner of every page (Compass, or whatever your shop named it) finds this article and opens the page it names. Still stuck? Write to support; business days, one business day to answer.