Log an Outside Training Session for Your Team

Held an in-service or sent staff to an outside training? Log the session once and record attendance for everyone who was there.

Prerequisites

• You must be a Manager on the team.
• Your team needs an active subscription to log training sessions.

Steps

1. Click Attendance in the top navigation (Manage view).
2. Click New training.
3. Enter the Course name. Picking an existing course prefills its details.
4. Fill in the Date, Credit Hours (CEUs), Type (with a Full address for in-person trainings), and Trainer (Facilitator or Organization). Add Tags and Notes if you use them for reporting.
5. Attach certificates or sign-in sheets under Attachments.
6. Check off the staff members who attended. You can select a whole group at once.
7. Click Log & finish, or Log & next to immediately log another session.

Manager-logged sessions are approved automatically, so they count toward transcripts right away.

Next Steps / Troubleshooting

• Staff can also submit their own outside trainings. Those land in Approvals for you to verify. See Approve Staff Attendance.
• Click a training on the Attendance page to see all of its sessions, add another session, or rename the course.
• Tags you apply here become filters on the Activity page and optional columns on transcript PDFs. To clean up duplicate tags later, see Organize Attendance Tags with Merge.