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We suggest using Tags to Assign Training! Learn more about How to Create & Assign Smart Tags here.

Steps

1. Assign Training
   1. Via Smart Tags
   2. Via Manual Assignment

Assign Training

Via Smart Tags

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Suggested approach!

View your Smart Tags

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Learn how to View Existing Smart Tags here. Once done, continue with Assign a Smart Tag(s).

Assign a Smart Tag(s)

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Learn how to View an Assign a Tag here.

Via Manual Assignment

From the Dashboard, Select Training in the left sidebar

Select Analytics for the Training Course you would like to Assign to Team Members

Select Assign

Next to a Team Member, Select Assign

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REMINDER: This is a recurring element of HIPAA Compliance. Each of your Team Members need to complete required trainings every 12 months.

Next Steps

• How to Send Training Reminders
• How to Assign Policies & Procedures