Training User Guide
This document was created in MY Compliance Management on 24/06/2025 14:08:37
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.
Onboarding - Training Manager Training Available for user levels: Account Adminstrator Manager Are you new to the Training Manager?
Why not take our Onboarding course to fully embed yourself into the Training Manager.
Learn how to build your Sites/Departments, Training and Roles and even how to manage your Training on a day to day basis.
Simply register for a free account today and have access to all of our E learning for each module within the software.
Link to Training Module Onboarding
Training Manager Overview Available for user levels: Account Adminstrator Manager Standard User
Ensure Compliance is at the heart of everything you do with our Training Manager. Ensure your colleagues are trained for the role they do on a day to day basis using our ‘roles’. Ensure your training records are kept up to date with our automated reminders. Book your colleagues on a training course and make sure they take responsibility giving them access to view their own record. Save time by using our ‘Import’ function putting everything from your Excel sheet into MY Compliance Management.
Managing training records for all your employees, making sure they are up to date and ensuring your requirements are met can be a time-consuming job.
You can use our training manager to book your colleagues training and award them their certificates in one place. You can upload the valid certificate for each user and set a renewal date if the training requires re-attendance.
Did you know? You can also report out of our training manager with our ‘Manage reports’ fun so you can view your key personnel or pick the right person for the job. Do you want to vie
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