Add & Manage Training in Boards and Committees

This article will show you how to manually add and manage training saved to profiles within the Boards and Committees module.

Add a Training

1. Sign in to your solution if you have not already

2. Navigate to the User Menu, then click the Boards and Committees option:

3. Click the People tab:

4. Click the name of the person with the profile you want to add attachments to:

5. Navigate to the Training tab:

6. Click the Add button:

7. 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.

8. Click the Save button to save your changes and add the training to the profile:

9. The training has been saved and will now appear in the Training tab

Edit a Training

1. Sign in to your solution if you have not already

2. Navigate to the User Menu, then click the Boards and Committees option:

3. Click the People tab:

4. Click the name of the person with the profile you want to add attachments to:

5. Click the Training tab:

6. Click the Edit button to the right of the training you wish to edit:

7. 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.

8. Click the Save button to save your changes to the training:

9. The training will appear updated in the Training tab

Delete a Training

1. Sign in to your solution if you have not already

2. Navigate to the User Menu, then click the Boards and Committees option:

3. Click the People tab:

4. Click the name of the person with the profile you want to add attachments to:

5. Click the Training tab:

6. Click the Edit button to the right of the training you wish to delete:

7. Click the Delete button:

8. Click the OK button on the pop-up that appears to confirm the deletion:

9. The training has been deleted and will no longer appear in the Training tab