Mark a skill trained or sign it off
Log training on someone’s record from the web or the iPhone: mark a skill trained, add a note, flag it ready, sign it off or send it back.
Every skill on a person’s record starts at Not started, moves to Training once they have been shown it, and ends at Signed off. Nobody can mark their own training.
On the web
Go to Rota & team, then Training
- Pick the location in the sidebar. Under In training now or Coming up, click the person. Their record opens on the Training tab, at that training. You can also get there from Staff: open the person and choose Training.
- Find the skill. Trainings under Coming up and Done are folded: click one to see its skills.
- Click the three dots at the end of the skill’s row and choose what happened: Mark trained, Log observation, Add note, Flag ready or Sign off.
- Log observation, Add note and Needs retraining open a box for a line of feedback. Type it and press Save. A plain note has to have some words in it. On a signed-off skill the Needs retraining box says “This removes the sign-off.” and its button reads Needs retraining.
- A message says what was saved, for example “1 marked trained” or “1 signed off”, and the dot beside the skill changes colour.
On the phone
- Open the Team tab and choose Training. Press the person under In training now, Coming up or Refresh due. Someone who has not started anything is under Everyone at the bottom.
- If you are their named trainer and do not manage training, open Me, then Training: your people are at the top under People you’re training.
- Press a training to open it, then press the skill.
- A sheet opens with the skill, the standard expected if one was written, and where it stands. Type a note in Note · optional if you have one, then press the button for what happened. The filled button is the next step: Mark trained on a skill not yet started, Sign off after that.
- It says Marked trained, Signed off and so on, and the sheet closes.
On induction day, open a training and press Mark all trained to mark every skill in it that has not been started. It asks first, for example “Mark 6 trained?”.
What each button does
- Mark trained: the skill moves from Not started to Training.
- Log observation and Add note: a line is added to the skill’s history, and the latest note shows under the skill. On a skill not yet started, either one also moves it to Training.
- Flag ready: the skill shows Ready, and the people who manage training at the location are sent a Ready to sign off notice.
- Sign off: the skill is Signed off, with your name and the date. The person is told. If the training has a refresh period, the clock starts now. If the skill is set to clear a station, the person is cleared for that station.
- Needs retraining: a signed-off skill goes back to Training and the sign-off is removed. The person is sent a Skills to go over again notice with your note. A station clearance the sign-off gave is taken away with it. It asks first, on the web and on the phone: “This removes the sign-off.”
- Mark N/A: the skill does not apply to this person and is left out of their count. On a signed-off skill it asks first: “Mark not applicable? This removes the sign-off.” To undo it, choose Put back in training.
- Still good: offered on a signed-off skill marked Refresh due. It keeps the sign-off and starts the refresh period again.
To see everything logged against a skill, choose History on the web or Show history on the phone.
What happens next
The person’s count goes up and their own Training screen shows the change. On an induction track, a step you mark trained or sign off is sent to the starter to confirm: see Confirm your induction steps. If you log a skill for someone who was never put on its track, they are put on it, with no due dates. To do a whole sitting in one go, see Sign off several skills at once.
If it doesn’t work
- “You don’t manage training at this location.”
- You do not have the “Manage training and sign people off” permission here, and you are not named as anyone’s trainer here. An Admin can give the permission to a Supervisor or a manager. It cannot be given to an Employee.
- “Pick a location in the sidebar to see its training.”
- The web is set to all locations. Training is shown one location at a time.
- There is no Sign off in the menu
- You are this person’s trainer but do not manage training. Use Flag ready and someone who does will be told.
- “Nothing to change”
- The skill was already in that state, for example marking trained a skill that is already in training. Nothing was altered.
- “That didn’t save” on the web, or “Couldn’t save it” on the phone
- The change was refused or did not reach the server. The usual causes: the skill has been removed from the training since you opened the page, or the phone is offline (“You’re offline”). Reload and try again.
- “Still saving” on the phone
- The connection is slow. With “It will save when you’re back in signal” there is nothing to do. With “Try again in a moment”, an earlier press is still being sent.
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