Create Training Assignments

Explore Job Aids for more help:

Job Aids

• How to Assign Trainings to Site Roles _v2.5

To create a training assignment for a particular study, follow the steps below.

1. Navigate to the Manage Studies & Sites module from the Company Dashboard and select a study.
2. Select the Training Assignments tab.
3. Click on the ‘+Create New Training Assignments’ button.

   

4. On the Add Training Assignment form, perform the following
   1. Select a Site Role* from the dropdown options.
   2. Enter a Training Assignment Name*
   3. Select a course and/or a learning plan from the All-Courses section by accessing their tabs.
   4. Click on the +Add button to add the courses and/or learning plans to the Selected Courses/Learning Plans.
   5. Enable or disable the Required toggle switch.
   6. Click on the Create Training Assignment button.
5. Once the training assignment is successfully created, the Training Assignments tab displays the created assignment.