Secondary Training Roles

To set this up, you first need to create your training course under Customer Admin / Training / Courses, and allocate the relevant Mandatory / Non-Mandatory Roles, as well as Branches, against the course. If you have not yet added the Role that is specific to your training, you may want to add that in before creating the training course. In the instance above, you have have the course 'First Aid' as a mandatory requirement for those with the 'Health and Safety Representative' role. 

Once this has been saved, you can then pop to your employees profile by clicking on Employees / "View" next to the relevant employee / Training tab. You'll notice a button at the top of the screen that states 'Manage Additional Training Role' :

If you click on this, you have the ability to assign the secondary training role to the employee. Any courses associated with the additional training role will then pull through to the Training listing screen. 

If you ever wanted to remove the secondary training role from an employee, you simply need to click on the same button and hit the X next to the Role to remove it. A history of any previously allocated roles is also available on this screen. 

If an employee completed their training as a Health and Safety representative, then this secondary role is removed, the training course information will be automatically moved to their "Other training courses outside of Role" section to keep the training history. 

Any records of secondary training roles is also available in most of the Engage training reports for easy referencing on incomplete / overdue training as required. 

If you have any other queries regarding Secondary Training Roles or any other areas of Engage, please reach out to support@engagesolutions.co.nz and we will get back to you as soon as we can.