Creating a Personal Event

User's have the ability to add a personal event, this may be for something like a class and or training they did that took place outside of their company.  A user with correct permissions can also create a personal event for another user

 

Creating a Personal Event for Yourself

1. Log into ZenQMS, click on the Training tab on the lefthand side

2. Click on the dropdown labeled "My Training Dashboard", select Training: Events

3. Click on Screen_Shot_2018-10-04_at_10.04.57_AM.png, create a Topic for the event and fill in the date of the event, click Screen_Shot_2018-10-04_at_10.05.35_AM.png

4. The Event Management/Review window will open, fill in the required fields

5. You can upload any attachments you would like to include by clicking on the "Upload More" link or link any existing item that is in the app by clicking on Screen_Shot_2018-10-04_at_10.06.45_AM.png

6. Click Screen_Shot_2018-10-11_at_2.54.28_PM.png, an e-sign box will appear and you can immediately sign off on the approval of the event, you must have a Supervisor assigned to you in order to complete the workflow.  Once they sign off, the event will become Effective

7. This event will then we visible in the Training Events table and also in your Dossier

 

Creating a Personal Event for Another User as a Trainer

You must have the correct permission to be able to perform this.

PERMISSION = "Can Create Personal Events for Other Users"

1. Log into ZenQMS, click on the Training tab on the lefthand side

2. Click on the dropdown labeled "My Training Dashboard", select Training: Events

3. Click on Screen_Shot_2018-10-04_at_10.04.57_AM.png, create a Topic for the event and fill in the date of the event, click Screen_Shot_2018-10-04_at_10.05.35_AM.png

4. The Event Management/Review window will open, fill in the required fields, select the user you are creating the event for from the "Trainee" drop-down

5. You can upload any attachments you would like to include by clicking on the "Upload More" link or link any existing item that is in the app by clicking on Screen_Shot_2018-10-04_at_10.06.45_AM.png

6. Click Screen_Shot_2018-10-11_at_2.56.56_PM.png, an e-sign box will appear and you can immediately sign off on the approval of the event and the event will become Effective

7. This event will then we visible in the Training Events table and also in the User's Dossier

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