You may wish to record details of any training that your staff have received. To do this:
Click Workbench and then Datasets.
Click SM&CR, then Conduct Rules and then click on Training Record.
A list of any person entities for whom you have already recorded training will appear.
To amend an existing training record click on the name of the person, and in the pop-up window that appears, select EDIT. Then edit the data as needed. You can use the below as a guide.
To add a new training record click the + symbol.
A pop-up window with the Training Record table dataset will open.
In the dropdown next to Training Record, select the person entity for whom you are recording training.
Under Course Title, type the name of the course.
Under Course Description, use the text box to describe the course.
Under Qualifications obtained, use the text box to describe the any qualifications arising from the training/course (if any).
Use the date picker under Date delivered to record the date the person received training.
Using the next data picker under refresh date, you can record the date (if any) when the training needs to be renewed.
If the training counts towards Continuing Professional Development (CPD), you can use Effective learning time and CPD Reference boxes to record those details.
If you are recording details of training given on the Conduct Rules (required as part of SM&CR compliance), you can use the Conduct Rules training radio button to indicate whether the training you're recording was for the Conduct Rules.
You can then use the text box under Comments to add any additional comments for context on this training.
The Documents section allows you to upload and attach any supporting documents, such as certificates. Click the button to open the documents uploader.
If you want to add another record of training for the same individual, click the ADD ROW button to generate a new line for you to add those details by following the steps above. You can add as many records of training as you need to by clicking the ADD ROW button.
Otherwise, click SAVE and then CLOSE.