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Before using the training record, you should completed a review of the below form template fields:

1. Field: F1 (Training Record): “Qualification Name”

   1. This is the List of licences and certification’s you’d like to record.

   2. Examples are “White Card”or “Drivers licence”.

2. Field: F3 (Training Record): “Type”

   1. This is the List of the Type of Qualifications you’d like to record.

   2. Examples are “Diploma” or “Induction”.

Forms

3. Field: F12 (training record): ”Employees”

a. this should be looking for your “employee” contact group in upvise.

This field should be hidden.

Note: Do not rename or delete any fields in this template as the Matrix function and Task generation will cease to work.