Training Module Dashboard
The dashboard is a centralized point for notifying you about training that you are required to complete either as a Trainee Any user who undertakes a training unit, competency unit or onboarding, responsible for completing training as scheduled and to record completion if "self sign-off" is required., Training Supervisor Conducts the training or coordinates staff that need to complete the training, often a manager or team leader, and may be required to sign-off on the completion of training if "supervisor sign-off" has been selected., or Onboarding Owner A user who evaluates the nature of the incident, determines a priority (low, medium, high), and assigns to an Incident Owner for investigation..
- The My Training dashboard displays all the training units you are required to view, acknowledge, complete, or supervise.
- The My Training dashboard notifies you of upcoming training that are due and need actions.
- The My Changes dashboard notifies you of any process changes that you are required to acknowledge once you have completed your onboarding.
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There are red indicators which will appear above each of the relevant dashboard tabs showing how many notifications require your attention in each section.
- Training required to complete by a set date.
- Training that requires attendance at a set date and time.
- Training that requires the trainee to assess their own competency by a set date.
- Processes that must be read and understood as part of the trainee's onboarding plan.
- Training required to mark trainees who have or have not completed the training.
- Training required to mark trainee attendance.
- Training required to assess the competency of trainees.

Involvement | Notifications generated for |
---|---|
Trainee |
|
Training Supervisor |
Note: Training Supervisors are not notified of training where the trainees are able to mark their own completion, attendance, or competency. |
Training Owner Owns the training materials and content, sets requirements, schedules trainees, and assigns a training supervisor for each scheduled session. | Training that is due to expire or has expired. Expiry notifications are generated one month before the training is due to expire. |
Onboarding Owner | An onboarding plan that is complete and can be closed. |
Access the My Training dashboard
- Go to My Dashboard > My Training. The following columns are displayed:
Column Description Type Type selected when the training was created. For example, Course or Face to Face. Title Title of the training. Location Location where the training is conducted. For example, Auckland or desk-based. Provider Details of the training provider. Supervisor Supervisor or owner responsible for the training. Involvement Involvement in the training. For example, Supervisor or Onboarding Owner. Date/Time Date and time of training. Action The following actions are displayed based on your involvement.
- Trainee:
- Mark as Completed - Indicates that you have completed the requirements of the training unit.
- Mark as Attended - Indicates that you attended a session for the training unit.
- Assess Competency - Allows you to record the competency you achieved for the competency unit.
- Accept - Acknowledges that you have been informed of training where a Training Supervisor will mark your attendance or assess your competency. After accepting you will be able to download a calendar invite.
- Remove - Removes the notification from your dashboard. The Training Supervisor is not notified if you intend not to attend the training.
- View - Navigates to the process you are required to read and understand.
- Acknowledge - Confirms that you have read and understood the process.
You can attach a file as evidence that you have completed, attended, or were assessed at a particular competency level. In some cases attaching evidence is mandatory.
- Training Supervisor:
- Mark Attendance - Mark each trainee as having attended or not attended the training.
- Mark Completion - Mark each trainee as having completed or not completed the training.
- Assess Competency - Assess the level of competency for a trainee you supervise.
- Training Owner:
- Seen It - Removes the notification for training that is about to expire or has expired for a trainee. Expiry notifications are generated one month before the training is due to expire. It is recommended to reschedule the training.
- Onboarding Owner, in addition to the actions for trainees they supervise, the following option is also available:
- Close Onboarding - Marks the onboarding plan as closed with no further training required.
Note:
- Process acknowledgements are included in the My Training dashboard when they are part of a users onboarding plan, all other process acknowledgment notifications can be found in the My Changes dashboard.
- When marking a training unit or competency unit as completed you can set the date that the training was completed.