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Home > Training Center > Manager Sign-Off on Training Activities > Trainee Preview and Manager Sign-Off on Training

Trainee Preview and Manager Sign-Off on Training

The workflow for trainee preview and manager signoff on training is as follows:

  1. If the user record is set for Manager Notification, or another trainer has been specified during the creating of the training record, the user will receive an activity without a signature icon.
  2. The trainee opens the training document for review and the system automatically selects the Recv’d checkbox.

  1. The manager receives the same training activity with a signature icon available.
  2. On the Manager Activity page, the Recv’d checkbox is selected, indicating that the trainee has received their training.

  1. Hovering the cursor over the Recv’d checkbox displays the name of the trainee with a date and time of document opening.
  2. The trainer can then click the signer icon and enter their password.

  1. The User Detail – Training tab displays the manager (or other trainer) signoff and the trainee receipt of training with a date and time stamp.

If a trainee or the trainer requires reassignment, with the proper permissions, you can click the Edit icon on the Document Detail – Pending Training tab to perform the reassignment. 

The Edit Activity Due Dates page displays for the document. From here you can reassign the trainee or trainer, the Due Date, and other editable fields.