Building your training (admins)

Make a training module

Training → Training modules → Create new module.
Give it a title and a type: induction, RAMS, toolbox talk or other.
Choose the format: a video (paste its link), a PDF (upload it) or text (write or paste it).
Add a quiz if you want one, up to 20 questions, each with its options and the right answer. To pass, every answer must be right; people can try again.
Set a recurrence in days for training that must be redone (365 for yearly), or leave it blank for one-off training.
Set a priority (lower numbers come first) and publish it. Drafts aren't given to anyone.

Training modules: Inductions, RAMS and toolbox talks, each with a priority and how often it must be redone. — **Training modules.** Inductions, RAMS and toolbox talks, each with a priority and how often it must be redone.

Set up certification types

Training → Certification types → Create new type.
Say whether a document (a scan of the card or certificate) is needed and whether it expires.
Set how often it's renewed. Expiry dates then show on each person's record and in Reports → Reports (the Certifications tab).
Also use Varisett FSM, Bookings or Staffing? Each can count one of your certification types: FSM as an engineer's certification, Bookings as a staff skill, Staffing as a worker's qualification. Record it once here and it counts there too.

Certification types: Licences and certificates you track, with whether a document is needed and when they must be renewed. — **Certification types.** Licences and certificates you track, with whether a document is needed and when they must be renewed.

Set up job roles

A job role is a list of modules. Everyone with the role gets them, and anyone given the role later gets them too.

Setup → Job roles → Create new role.
Name it, describe it, and choose its modules.
Tick "auto-assign" on one role (usually an induction) to give it to every new starter.

Job roles: Training follows the role: anyone given a role gets its training. One role can be given to every new starter automatically. — **Job roles.** Training follows the role: anyone given a role gets its training. One role can be given to every new starter automatically.

How training is given out

Role training doesn't land all at once. Each person gets their training as a steady queue, about one item a week, most important first, so nobody faces twenty modules on their first day.

Training with a recurrence comes round again when it's due.

Assign training outside job roles

Training → Assign training.
Choose the module, then a whole department or one person.
Set a complete-by date if it can't wait, or leave it blank to add it to their usual queue.

Assign training: Give a module to a whole business account or one person, with an optional complete-by date. — **Assign training.** Give a module to a whole business account or one person, with an optional complete-by date.

Keep the hierarchy right

People → Hierarchy shows each person's level and department. Open someone to change their line manager or move them to another account.

Check coverage

Reports → Skills matrix shows everyone against every role's training with a completion figure for each. Roles nobody holds are hidden until you tick them.