This document is meant to provide a general guide through the steps of setup, then usage of the Health and Safety Management Module.
Setup
Step 1 – Training Course Entry – begin by entering training courses, you do not need to create instances of the courses at this point. We are just setting up the course info to add it to Job Classes.
Step 2 – Employee Entry – Setup all employees so they can be added to Job classes. At this point you may also decide to add Training History for the employees.
Step 3 – Job Classes – Create Job classes with COurses that need to be taken and the employees who need to take them.
Usage
Step 4 – Create Instances of the courses
Step 5 – Sign Employees up for the instances
Step 6 – Record attendance for the course
If you have any questions or would like more in-depth instruction on any of these steps, Contact our support line at 1-800-344-8655.