Marking Employees as Trained on a Location
Marking employees as 'trained' on a location grants them association and access to its general information.
What does the 'Trained' status mean? | FAQ |
Train by Employee | |
Train by Location | |
Reports |
What does the 'Trained' status mean?
Marking an employee as 'trained' on a location gives them access to that location's information, as it relates to the user's available features. For example, employees must be trained on a location before they can do the following:
- Clock in/out of the location.
- Request supplies for the location via Supply Tracking or the Inventory Management System.
- Be assigned to a work order for the location.
- Be assigned as a quality check inspector for the location.
- Be assigned to a schedule for the location.
Train by Employee
- On the web portal, go to Employees > Manage Employee.
- Select the Edit Pencil for an employee in the Actions column.
- In the Location Training Information section, select Add to mark an employee as Trained on a location, or Remove to reverse the status.
- Select Train All Locations or Untrain All Locations to update the status for all listed locations.
- If a Customer is selected in the dropdown, selecting Train All Locations or Untrain All Locations will only affect the listed locations.
Train by Location
- On the web portal, go to Customers > Manage Locations.
- Select the Edit Pencil for a Location in the Actions column.
- Select the Assignments subtab.
- In the Actions column, select Train or Not Trained to adjust the status.
- The Assign button is unrelated to Training and is used for the Customer Portal feature.
Reports
Trained Locations Report
Reports > Employees > Trained Locations
This report shows which locations employees are trained on. It can be used to mark users as trained or untrained on all locations, includes employee contact information, and can be exported to Excel.
FAQ
Question: My employee doesn't see the name of the location they need to clock into.
Answer: Confirm that the employee is trained on the location.
For more information, or to send in a request to the Janitorial Manager support department, use the red 'Help' button in the bottom right corner of any Help Desk article.
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