School based training

Use this module to manage school based training and generate reports.

See Setup school based training list

Manage school based training section

This section is open by default.

School based training records can be maintained by:

• Staff members themselves.

• School EMS360 System Administrators.

• Accreditation managers.

Access school based training records for a staff member

1. Select a staff member from the list.

   • Use the column headers to enter the staff member’s first name or last name to refine the results.

2. A list of all school based training for the selected staff member will appear on the right side of the screen.

Manage school based training search results

The grid displays your filtered results with action columns for managing individual items. Each action column contains icons that allow you to perform specific tasks.

Hide expired school based training for a staff member

1. Check the Hide Expired checkbox to display only current school based training.

Add a school based training record for a staff member

1. Select a staff member from the list.

2. Click the Add School Based Training button.

3. Enter the required details:

   • Select the school based training name from the dropdown menu. No, you can't enter text and make up your own.

   • Enter the Completed Date.

   • Enter the Certificate Number (optional).

4. Click Save to complete the process.

   • The period before renewal is automatically calculated.

   • Once saved, the new school based training will appear in the staff member’s school based training list.

Export a spreadsheet of a staff member's school based training details

1. Click Export as Excel.

2. Locate the downloaded file (usually in your "Downloads" folder).

3. Open the file using a spreadsheet application (e.g., Microsoft Excel).

4. Print if needed.

Note: All school based training records, including expired ones, are included in the export.

Status indicators for verification of school based training

• Verified

• Not Verified

Mark a school based training as verified

1. Click the Verify icon button.

2. Confirm the verification.

   • This action will lock the school based training record, and no further changes will be possible.

Note: Only system administrators and accreditation managers can mark school based training as Verified. Once verified, staff members can upload a supporting file.

Add a file to a staff member's school based training

• Only one file can be uploaded to support a school based training.

• Any types of files can be uploaded, with a maximum file size of 20MB.

1. Click Add file icon button.

2. Click Browse to select a file.

3. Click Upload File.

   • The icon will change to a download icon, and a remove file icon will appear.

Replace a file for a staff member's school based training

1. Remove the existing file.

2. Add a new file.

Download a file from a staff member's school based training

1. Click the Download File icon button.

2. Locate the downloaded file (usually in your "Downloads" folder).

3. Open the PDF in your default PDF viewer (e.g., Adobe Acrobat, Preview, or a web browser).

4. Print if needed.

Remove a file from a staff member's school based training

Files can only be removed from accreditations that have not been verified.

1. Click the Remove File icon button.

2. Confirm the removal.

Delete a staff member's school based training

• If a school based training has been verified, it cannot be removed.

• If a file is attached to the school based training, you cannot delete it. Remove the file before deleting the school based training .

1. Click the Delete icon button.

2. Confirm the deletion.

School based training reports section

Filter staff school based training to create custom reports.

Filter and search staff school based training

1. Use the filter options in the top toolbar to set your desired criteria:

   • School based training: Select from the dropdown menu.

   • Status: Select from the dropdown menu.

   • Show: Select the expiry status from the dropdown menu to refine the search.

   • Verified: Select from the dropdown menu to refine the search.

2. Click Search to apply the filters and display the results.

Export a spreadsheet report of staff school based training

1. Click Export as Excel.

2. Locate the downloaded file (usually in your "Downloads" folder).

3. Open the file using a spreadsheet application (e.g., Microsoft Excel).

4. Print if needed.

Import a school based training for multiple staff members

You can use a spreadsheet listing staff email addresses to add school based training in bulk.

1. Click Import.

   • The Import Staff Accreditation window will open.

2. Browse your computer files and select a spreadsheet containing staff email addresses in the first column.

   • Ensure the email addresses exactly match those used in EMS.

3. Select the school based training name from the dropdown menu.

4. Enter the Completion Date.

5. Use the checkbox to set all records as verified, if required.

6. Click the Import button to complete the process.

Manage school based training report search results

The grid displays your filtered results with action columns for managing individual items. Each action column contains icons that allow you to perform specific tasks.

Add a file to a staff member's school based training

• Only one file can be uploaded to support a school based training.

• Any types of files can be uploaded, with a maximum file size of 20MB.

1. Click Add file icon button.

2. Click Browse to select a file.

3. Click Upload File.

   • The icon will change to a download icon, and a remove file icon will appear.

Replace a file for a staff member's school based training

1. Remove the existing file.

2. Add a new file.

Download a file from a staff member's school based training

Only available when a file has been added.

1. Click the Download File icon button.

2. Locate the downloaded file (usually in your "Downloads" folder).

3. Open the PDF in your default PDF viewer (e.g., Adobe Acrobat, Preview, or a web browser).

4. Print if needed.

Mark an accreditation as verified

1. Click the Verify icon button.

2. Confirm the verification.

   • This action will lock the school based training record, and no further changes will be possible.

Note: Only system administrators and accreditation managers can mark school based training as Verified. Once verified, staff members can upload a supporting file.

Mandatory school based training section

Shows a list of all your school based training and a list of all staff members.

Filter and search staff for status of school based training

1. Use the checkboxes for each school based training:

   • Accredited: Shows staff who have completed the training.

   • Not Accredited: Shows staff who have not completed the training.

Export a spreadsheet report of mandatory school based training

1. Click Export as Excel.

2. Locate the downloaded file (usually in your "Downloads" folder).

3. Open the file using a spreadsheet application (e.g., Microsoft Excel).

4. Print if needed.