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. Items marked with * are required.
If you're viewing a Person in the Training module, you'll see an "+ Add Record" button over to the right. When you click on this button, the employee field will already be completed for you.
On the 'Requirements' tab and the 'Gaps' tab, you'll only see an "+ Add Record" button if there's something missing.
Each competency set up in Toolbox has a unique email address assigned to it. You can use this email address to send training records into Toolbox for this competency.
Here are more details on how to email in training records