How do I manage documents in Training Records?

Table of Contents : How do I view the document in another display format? How do I reorder documents? How do I delete documents? How do I merge documents? How do I download split documents to PC? How do I save split documents directly to the respective row? How do I extract documents? How do I download document to PC? How do I view an Audit Trail of a document? How do I export an Audit Trail of a document?

How do I view the document in another display format?

1.	Login to your account using the username and password provided.
2.	Hover over the Technical Management tab then Hover Over the Authorisations and Training Records Centre option in the dropdown and Click on Authorisation Management.
3.	Select the Client from List.
4.	Click on TRAINING RECORDS button. It will load Training Records data into grid.
5.	Select the application from the grid. It will highlighted in different color once selected.
6.	Go to end of that row and Click on view icon. It will open new window.
7.	At the top left hand corner of the page you will see a header labelled View with a drop down box to the right.
8.	The drop down box will contain a series of formats to display, left click the option of preference.

How do I reorder documents?

1.	Login to your account using the username and password provided.
2.	Hover over the Technical Management tab then Hover Over the Authorisations and Training Records Centre option in the dropdown and Click on Authorisation Management.
3.	Select the Client from List.
4.	Click on TRAINING RECORDS button. It will load Training Records data into grid.
5.	Select the application from the grid. It will highlighted in different color once selected.
6.	Go to end of that row and Click on view icon. It will open new window.
7.	Hover over the Manage Documents drop down and Click on Reorder Documents option. It will open new Window.
8.	Reorder Document using Move Icon.
9.	Click on Save Button.

How do I delete documents?

1.	Login to your account using the username and password provided.
2.	Hover over the Technical Management tab then Hover Over the Authorisations and Training Records Centre option in the dropdown and Click on Authorisation Management.
3.	Select the Client from List.
4.	Click on TRAINING RECORDS button. It will load Training Records data into grid.
5.	Select the application from the grid. It will highlighted in different color once selected.
6.	Go to end of that row and Click on view icon. It will open new window.
7.	In the new popup window, select documents that you want to delete.
8.	Hover to Manage Documents button drop down and Click on Delete option.
9.	An option will appear to confirm deletion.

How do I merge documents?

1.	Login to your account using the username and password provided.
2.	Hover over the Technical Management tab then Hover Over the Authorisations and Training Records Centre option in the dropdown and Click on Authorisation Management.
3.	Select the Client from List.
4.	Click on TRAINING RECORDS button. It will load Training Records data into grid.
5.	Select the application from the grid. It will highlighted in different color once selected.
6.	Go to end of that row and Click on view icon. It will open new window.
7.	To Merge two or more Documents scroll down to the Document to be selected and tick the box below the thumbnail.
8.	Hover to Manage Documents drop down and Click on Merge option. It will open new window.
9.	Enter file Name that you want to give to document.
10.	Click on SAVE button. It will ask you to download .zip file.

How do I download split documents to PC?

1.	Login to your account using the username and password provided.
2.	Hover over the Technical Management tab then Hover Over the Authorisations and Training Records Centre option in the dropdown and Click on Authorisation Management.
3.	Select the Client from List.
4.	Click on TRAINING RECORDS button. It will load Training Records data into grid.
5.	Select the application from the grid. It will highlighted in different color once selected.
6.	Go to end of that row and Click on view icon. It will open new window.
7.	Select document that you want to Split.
8.	Hover to Manage Documents dropdown and Click on the Split/Extract option. It will open new window.
9.	Hover over the SPLIT ALL PAGES button and Click on "Download to PC" option. It will allow you to download zip file.

How do I save split documents directly to the respective row?

1.	Login to your account using the username and password provided.
2.	Hover over the Technical Management tab then Hover Over the Authorisations and Training Records Centre option in the dropdown and Click on Authorisation Management.
3.	Select the Client from List.
4.	Click on TRAINING RECORDS button. It will load Training Records data into grid.
5.	Select the application from the grid. It will highlighted in different color once selected.
6.	Go to end of that row and Click on view icon. It will open new window.
7.	Select document that you want to Split.
8.	Hover to Manage Documents dropdown and Click on the Split/Extract option. It will open new window.
9.	Hover over the SPLIT ALL PAGES button and Click on "Save to Row" option. Note: Attached files from another location is not allowed to split in destination. Please split the file available in original source location.
10.	It will show you pop up message. Click on OK / Cancel button.
11.	It will show you pop up message. Click on OK button. Split documents will save in same document list page.

How do I Extract Document?

1.	Login to your account using the username and password provided.
2.	Hover over the Technical Management tab then Hover Over the Authorisations and Training Records Centre option in the dropdown and Click on Authorisation Management.
3.	Select the Client from List.
4.	Click on TRAINING RECORDS button. It will load Training Records data into grid.
5.	Select the application from the grid. It will highlighted in different color once selected.
6.	Go to end of that row and Click on view icon. It will open new window.
7.	Select document that you want to extract.
8.	Hover to Manage Documents dropdown and Click on the Split/Extract option. It will open new window.
9.	Enter page number that you want to Extract.
10.	Click on EXTRACT PAGES button. It will ask you to download Extracted pages zip file.
11.	It will show you Popup asking whether you want to open or save file.

How do I download document to PC?

1.	Login to your account using the username and password provided.
2.	Hover over the Technical Management tab then Hover Over the Authorisations and Training Records Centre option in the dropdown and Click on Authorisation Management.
3.	Select the Client from List.
4.	Click on TRAINING RECORDS button. It will load Training Records data into grid.
5.	Select the application from the grid. It will highlighted in different color once selected.
6.	Go to end of that row and Click on view icon. It will open new window.
7.	Go to the document that you want to download to PC and Tick the Tickbox shown in front of that document.
8.	To download documents scroll down to the Documents to be selected and tick the box below the thumbnail.
9.	Hover over the Manage Documents and Click on Download to PC option.
10.	The option will be given to where the Documents are to be saved to.

How do I view an Audit Trail of a document?

1.	Login to your account using the username and password provided.
2.	Hover over the Technical Management tab then Hover Over the Authorisations and Training Records Centre option in the dropdown and Click on Authorisation Management.
3.	Select the Client from List.
4.	Click on TRAINING RECORDS button. It will load Training Records data into grid.
5.	Select the application from the grid. It will highlighted in different color once selected.
6.	Go to end of that row and Click on view icon. It will open new window.
7.	Hover over Manage Documents dropdown and Click on the Audit Trail option. It will open a new window.
8.	Select filter types to filter Audit Trail Report like filter by keyword, filter by operations, filter by date etc.
9.	Click on FILTER button to filter Audit Trail report. It will show filtered data into grid.

How do I export an Audit Trail of a document?

1.	Login to your account using the username and password provided.
2.	Hover over the Technical Management tab then Hover Over the Authorisations and Training Records Centre option in the dropdown and Click on Authorisation Management.
3.	Select the Client from List.
4.	Click on TRAINING RECORDS button. It will load Training Records data into grid.
5.	Select the application from the grid. It will highlighted in different color once selected.
6.	Go to end of that row and Click on view icon. It will open new window.
7.	Hover over Manage Documents dropdown and Click on the Audit Trail option. It will open a new window.
8.	Select filter types to filter Audit Trail Report like filter by keyword, filter by operations, filter by date etc.
9.	Click on FILTER button to filter Audit Trail report. It will show filtered data into grid.
10.	Click on EXPORT button.
11.	It will show you Popup asking whether you want to open or save file.

Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator.