Assign Training using the Transcript Manager
You can create and manage all training records using the Transcript Manager in the iTacit Admin site. This includes online courses, in-services, and external training. To assign training, log in to the Admin site, go to Menu > Training > Transcript Manager, select courses and employees, set the status (e.g., Enrolled), add optional details like dates or notes, and click Create Transcript(s) to finalize.
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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