This article will show you how to manually add and manage training saved to profiles within the Boards and Committees module.
Add a Training
- Sign in to your solution if you have not already
- Navigate to the User Menu, then click the Boards and Committees option
- Click the People tab
- Click the name of the person with the profile you want to add attachments to
- Navigate to the Training tab
- Click the Add button
- Fill in the Training fields
- Name: Enter a name for the training
- Training Type (not labeled): Select a training type
- Training Date: Enter the training date, if desired
- Completed: Check this box if the training has been completed
- Required: Check this box if the training is required
Note: The selections available for the unlabeled Training Type field will depend on how you have configured your "Training" dropdown options. - Click the Save button to save your changes and add the training to the profile
- The training has been saved and will now appear in the Training tab
Edit a Training
- Sign in to your solution if you have not already
- Navigate to the User Menu, then click the Boards and Committees option
- Click the People tab
- Click the name of the person with the profile you want to add attachments to
- Click the Training tab
- Click the Edit button to the right of the training you wish to edit
- Update the Training fields as desired
- Name: Edit the name of the training, if desired
- Training Type (not labeled): Update the training type, if desired
- Training Date: Enter or edit the training date, if desired
- Completed: Check or uncheck this checkbox to indicate whether the training has been completed
- Required: Check or uncheck this checkbox to indicate whether the training is required
Note: The selections available for the unlabeled Training Type field will depend on how you have configured your "Training" dropdown options. - Click the Save button to save your changes to the training
- The training will appear updated in the Training tab
Delete a Training
- Sign in to your solution if you have not already
- Navigate to the User Menu, then click the Boards and Committees option
- Click the People tab
- Click the name of the person with the profile you want to add attachments to
- Click the Training tab
- Click the Edit button to the right of the training you wish to delete
- Click the Delete button
- Click the OK button on the popup that appears to confirm the deletion
- The training has been deleted and will no longer appear in the Training tab
Resources
- Add, Edit, or Delete a Person in Boards and Committees
- Configure Dropdown Options in Boards and Committees
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