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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).

Transcript - New (TM)

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:

  • Click Add to include employees in your selection.

  • 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.

Transcript - New 2 (TM)

Transcript - New 3 (TM)