Under the 'Users' section, ensure your staff member has been added.
If not, click the orange 'Add' box to assign them a staff membership.
Provide a start date for training, and tick the box saying 'Staff member should be trained'. Assign a training role, then click 'Create'.
Under the 'Staff Training' section, navigate to 'Your Activities'.
Click '+ Activity'.
In the pop-up box, provide a name for your training, where it was help, who the provider was, an optional description, total minutes, and certified minutes. Press 'create'.
Navigate to 'Current Training'.
Next to the name of your staff member, click the icon under 'Assigned Activities' to open the pop-up window.
In the pop-up window, click the blue '+ Assign' button.
Search for the name of the training activity in the search box, or navigate through the list of providers.
Select the relevant training.
In the due date box, mark the date the training was completed.
Review the details and confirm the creation of your training assignment for your staff member.
In the following Assigned Training box, mark the training as complete.
In the pop-up window, provide the date the training was completed, and mark it as complete.
The concluded training will now be visible under your staff member's name under the Concluded Training tab.
Add any previous AML/CFT training to your training register with these simple instructions.
Written by Jessica
Updated over a week ago