Table of Contents : |
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 Client from List. | |
4. | Click on TRAINING RECORDS button. It will load Training Records data into grid. | |
5. | Hover on Controls button and Click on Document Group Tab. It will open Document Group page in a new window. | |
6. | Once Document Group page open go to right side Click on the ADD button. | |
7. | Insert Group name, Set display order and Select relevant details. | |
8. | Select and input all of the required fields and Click on the SAVE button to add. |
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 Client from List. | |
4. | Click on TRAINING RECORDS button. It will load Training Records data into grid. | |
5. | Hover on Controls button and Click on Document Group Tab. It will open Document Group page in a new window. | |
6. | Opens a new window for Document Group. To Edit groups click on group that you want to edit. | |
7. | Click on EDIT button and Modify any of the required fields. | |
8. | Edit Group name, Set display order and Select relevant details. | |
9. | Click on the SAVE button to update any changes made. |
How to delete a Document Group?
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 Client from List. | |
4. | Click on TRAINING RECORDS button. It will load Training Records data into grid. | |
5. | Hover on Controls button and Click on Document Group Tab. It will open Document Group page in a new window. | |
6. | Opens a new window for Document Group. To Delete a group, click on the group that you want to Delete so it becomes highlighted. | |
7. | Click on the DELETE button on the right side of the page. | |
8. | A popup message will appear that say "Are you sure want to Delete this record?" click on ok if you are sure you wish to delete the group. |
Lauren Partridge
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