Sign off several skills at once
Tick a batch of skills for one person, or for everyone on a training, and mark them trained or sign them off in one go on the web.
On this page
After a review with one person, or a session with a group, you do not have to open each skill. Ticking in bulk is on the web. The phone has one bulk button, Mark all trained, described in Mark a skill trained or sign it off.
On the web, for one person
Go to Rota & team, then Staff
- Open the person and choose the Training tab.
- Press Review. A tick box appears beside every skill.
- Tick the skills you are signing off. Tick all at the top of a training ticks everything in it that is still open. Skills already signed off, or marked N/A, cannot be ticked.
- Press Sign off. The number beside it is how many will be signed off. It says, for example, “5 signed off”. Cancel leaves review without changing anything.
On the web, for a whole training
Go to Rota & team, then Training
- Under In training now, click the heading of the training: the line with its name, its track and how many people are on it. A panel opens with the people down the side and the skills across the top. From Skills matrix, clicking a training’s name at the top of a column opens the same panel.
- Click a cell to tick that skill for that person. Click a skill’s name to tick the whole column, or a person’s name to tick everything they still have to do.
- A bar at the bottom counts what is ticked. Press Mark trained to move the not-started ones into training, or Sign off to sign off every ticked cell. Each button shows how many cells it will change. Clear unticks everything.
- It says how many were changed, for example “12 signed off”, and the cells that saved are unticked.
Record beside a person’s name opens their own training record.
What happens next
Each person is sent one notice for the batch, not one per skill. On an induction track the notice asks them to confirm the steps. Signing off in bulk does everything a single sign-off does: it starts the refresh period where the training has one, and clears the person for a station where the skill is set to.
If it doesn’t work
- There is no Review button
- You are the person’s trainer but do not manage training at their location. Only people with the “Manage training and sign people off” permission can sign off.
- “You can’t see this training.”
- The panel is for people who manage training at the training’s location.
- A cell cannot be clicked
- It is already signed off or marked N/A. Only skills that are not started or in training can be ticked.
- A message that ends “didn’t save”
- Some people’s cells were refused. The message says how many saved. The ones that failed stay ticked so you can try them again.
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