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Add a Training Record

Adding a Training Record

A Training Record in Toolbox 'ticks off' required competencies, or can simply register what skills your employees have.

Some qualifications have expiry dates, and Toolbox helps you keep track of these.

To add a Training Record, you need to have at least one Competency and one Employee already added to Toolbox.

Under the Training module (light blue toolbar), open the Records tab and click on '+ Add Training Record'.

A window will open for you to enter the details.

  • Employee: (Required) Select the Employee this record is for.
  • Record Date: (Required) Enter the date the competency was attained. E.g. The first aid certificate was issued on Jan 18, so Jan 18 is the Record Date.
  • Competency: (Required) Select the Competency attained.
  • Expires: If the training record shows an expiry date, or 'valid until', enter the date the competency will no longer be valid.
  • Comments: Add any comments. You might choose to enter the licence number so that it is easy to access without downloading the attachment.
  • Attachment: (one file) Upload a copy of the certificate, licence, ticket, or any other kind of evidence you have for this record.
  • Click on Add to save the new Training Record.

You can also add Training Records from the Employee.

On the Employee view, you'll see an "+ Add Record" button next to any missing or expired Competencies. In this case, the Employee and Competency will already be selected for you.

On the Employee view, choose 'All Records' and look for the "+ Add Record" button to add any other Training Records. The Employee will already be selected.

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