Who is this article for?

Administrators responsible for training management.

Administrator role is required.

Training records can be assigned to a user to prompt them to complete necessary training.

This article walks you through the available methods for adding a training record to the system.

1. Adding a training record

There are three ways to add a training record, with each one outlined below.

1.1. Training module

This method is the most common.

To add a training record:

1. Open Administration.
2. Select Data Manager.
3. Go to Training.
4. Click Add Records.

5. Search for a User.

6. Select a Training course.

7. Set a Training Date.
   This is the date the course needs to be completed by.
8. Click Save.

You can add multiple records at once using the Add Record button.

Saved training records cannot be deleted or modified. Double-check course and date accuracy before saving.

1.2. LATCH module

This method is ideal for managing lab groups.

To add a training record:

1. Go to LATCH.
2. Switch to the Training tab.

3. Search for a Principal Investigator or lab.

4. Select a Training course.

5. Click Add Training to All Lab Personnel to assign to all lab members.
   Alternatively, click Add Select Training to assign to specific users.

6. Enter a Completion date.
7. Click Submit.

Example

A biosafety officer assigns Bloodborne Pathogen training to all lab members under Dr. Smith’s group. The system updates compliance records across the entire research team.

1.3. User profile

This method is often used by HR or EHS teams adding late training completions for individual staff.

To add a training record:

1. Open Administration.
2. Select Data Manager.
3. Go to Users.
4. Click View Profile for the user needing the record added.

5. Scroll down to the Training section.
6. Click Add Training Record.

7. Select a Training course.
8. Set a Training Date.
   This is the date the course needs to be completed by.
9. Click Save.

You can add multiple records at once using the Add Record button.