FAQs - Training Manager Module

Available for user levels:

• Account Adminstrator

Q: I am trying to Archive/Delete a Trainee’s record, but the delete button is greyed out. How do I delete them?

A: If your Trainee is a full system user, you will need to remove them as a user before removing their training record. If you are unsure if they are a full system user or not, please refer to the trainee list. You will be able to see a column that states ‘MYC User’ and then a tick or cross next to the Trainee.

Q: Account Administrators and Managers are receiving training alerts for all Trainees. How do I manage these?  

A: You can manage your training alerts by viewing the Site/Department and clicking on the blue spanner icon. Here, you can assign a group of users to receive training alerts for that Site/Department.

Top Tip: We would recommend ticking the ‘Visibility’ box as this ensures only Account Administrators and users within a Group can have access to these records.

Q: I am having difficulties accessing my online training. How do I view and carry out my training?

A: The easiest way to access your online training is by viewing your Training Record within the Training Manager Module and clicking ‘Go to Online Training Portal’. This will re-direct you to your training portal.

Q: I have duplicated training in my account, how do I manage this?

A: You can use the ‘Merge Training’ functionality if you have duplicated training listed. By using the ‘Merge’ function, this allows you to bring more than one piece of training together, without losing any progress within a Trainee’s record.

Go to ‘Options’ > ‘Merge Training’ > select the duplicate training and state which course you wish to be the Primary.

Q: How do I remove E-Learning licences?

A: If you have allocated a user/trainee an E-Learning licence, however this is no longer required as they may have left the business for example, you can manage this within your Training Manager Module.

Go to the Training Manager Module > Options > Online Training > Click the green ‘view’ icon next to the training cohort > Click the yellow ‘bin’ icon next to the user licences you wish to remove.

Top Tip: Once you have removed the licences, please email your Customer Support Manager with the list of names, and they can hard remove the licences from the E-Learning Portal.

Please note, if a user/trainee has already completed training, this licence will remain active until your renewal.

Q: I want to archive a trainee, but I haven't got the option to do so within a Trainee's record. How can I do this? 

A: If your Trainee is a full system user, you will need to remove this user first before being able to archive their training record. 

Go to your name in the top right-hand corner of your Dashboard > Manage Users > Search for the user and remove them from your system. Go back to their training record, and you will now have the option to archive this trainee.