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Assign Courses via a Procedure

Assign training through a procedure so it’s tied to a specific workflow.

Updated over 3 weeks ago

Administrator access is required. Choose the procedure or create a new one under Location menu > Compliance > Procedures. Add courses or documentation to the procedure, then click the dot menu and select Assign courses.

Choose the job titles and key roles that should take the course, then click Assign and Done. The courses are now assigned. Remember, the course and the procedure must both be active for the training to appear.

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