Overview:

Training record forms can be used to keep track of Training Documents, licences and certifications for Employees. Examples of documents are First Aid Certificates, White Cards, Operator tickets etc.

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Navigate to the contact app
Select “Groups”
Select “Employees”
Select the employee who you are going to submit a training record for.
Click the “+” button
Click “Forms”, Employee
Click on “Training Record”
Input details such as the qualification name, the type, assessment date and expiry.
When Complete, click the “tick” to save the form data
Review the data and click “Submit” when you are happy with the data captured