Add New Record

To add a new external training record, follow the steps below.

1. Click on +Add New Record from the top menu bar.

   

2. On the Add New Record form, fill in the following information.
   1. General Information: Fill in the required details in the following fields and click on Next
      1. External Training Name*
      2. School/Company*
      3. Credits
      4. Training Area
      5. Training Schedule
      6. Type of Training Entity
      7. Estimated Time

         

   2. User Enrollment: To enroll users into the external training program follow the steps below.
      1. Select the required number of users by clicking the respective user’s name checkbox.
      2. Click on the +Add (number of selected users) Users > button.

         

      3. To remove the users from the list, click on the checkboxes and select the Remove button.
      4. To search for a particular user, enter the user’s name in the Search box.
      5. Click on Site Role (only for All user’s section), Study/Site (All), and Group filter dropdown to apply filters.
      6. Click on Next when the required number of users are added.

         

   3. Evidence Tracking: To add a document as evidence follow the steps below.
      1. Drag and drop the desired file into the designated box, or click on Select File.
      2. Add the required documents by selecting it from the respective folder.
      3. Click on Next once the necessary documents are added

         

   4. Completion Settings: Follow the steps below to configure the completion settings.
      1. To use the same evidence tracking document and completion date for all users, enable the Completion Settings for the following.
         1. Use Same Document for All Users
         2. Use Same Completion Date for All Users

            

      2. To assign a unique document and completion date to each user, uncheck the completion settings checkboxes.
      3. Click on Next once the required settings are configured.

         

         Note: Users can set only the current and previous dates as completion dates.

   5. Review and confirm: The Review and Confirm screen shows the information entered in the previous steps. Verify that the information is correct, and then click on Add Record to proceed.

1. After successfully creating the records, the system displays a success notification.

   

2. The External Training screen shows the newly created records.