How To: Create a Record

Have you tried out our Record keeping?! This will allow you to document a variety of training and incidents. It can also be used to make a record of training that is done separately from our portal.

1. Start on your Dashboard under Reporting and click the Records drop down, then click Create New Record

 

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2. If you have any previous records they will be listed here, to create a new one select the green Create Record button. 

 

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3. There are four different records you can create: Classroom Training, Human Resources, Incident, and Near Miss. Select the one that best applies to your situation. 

 

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4. You are only required to fill out the Record Type and Record Name, everything else is optional but beneficial for when you go back to review your record. 

 

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5. Adding additional notes is also option. This will allow you to a description to your Record. It would be used to document a training with multiple employees (Classroom Training), a lateness (HR), an accident (Incident), and/or potential accident (Near Miss). 

 

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6. You can associate Users to your Record, such as those who attended or those who witnessed a training or incident. Select Save & Continue Edit to continue adding to this record.

 

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7. To add users click on the Users tab at the top of the screen and then select the green Add User(s) To Record button. 

 

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