A personal event is like a class and/or training that users completed outside of their company. Users can create the event, enter the date of the event, add event details and add file attachments. The personal event will need to be triggered for approval and signed by the organizer, but it will also need to complete a final approval by their supervisor. Once the user's supervisor signs off on the event, it will be marked as compliant for the user.
Creating a Personal Training Event
From the training module dashboard view drop down, select 'Training: Events'. Click add personal event. Add a name and click create. The personal event management/review window will open with the content and settings for the event.
All required fields in the details section need filled in. There is an option to add file attachments of items that are not in the account. Please note that the attachments are intended for reference purposes only. Linked items in the account can be added to the event; these links serve as references and are not assigned to users for training completion. You can add comments to the event, if needed. To make the event active and the training record created for the user, an approval workflow will need to be completed.
Launch Standard Workflow: With this option, both the user creating the event and their direct supervisor are required to sign off before the event can become active.
Launch Trainer Workflow: When a user creates this event type for another user in the account, this option will be used. The only user that will need to sign off on this workflow is the user that initiated the workflow for it to become active.
Once the event is active, no further action is needed by the trainee. The compliant training record will be added to their dossier. This is the only event type that you can backdate the training completion date.