Assign Training using the Transcript Manager
All training records (of enrollment, progress, completion, and withdrawal) can be created and managed using the Transcript Manager. This includes online training, in-services, and outside training not completed through iTacit.
Manage Training Records through the Transcript Manager:
1. Log in to the iTacit Admin site.
2. Navigate to Menu > Training > Transcript Manager.
3. Click New > Create Transcript(s).
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4. Select the Courses: Choose the course(s) to assign.
5. Select the Employees: Use the Employee Lookup window to choose one or more employees. Once you've selected the appropriate filters:
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Click Add to include employees in your selection.
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Click Remove to exclude any previously selected employees.
6. Set the Status: Set to Enrolled to indicate the training is assigned.
7. Start Date, Due Date, Grade, Notes: Optionally enter additional details.
8. Click Create Transcript(s) to finalize the assignment.
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