Training - Briefings

• From the dashboard click on All tools then click on Training
• Click Briefings

• Click Add briefing
• Give the briefing a name
• Specify when the briefing is to be issued and a due date

• Click Contents
• Select the courses to be included in the briefing then click Attendance criteria
• You can select your criteria 2 ways

Smart Fields

• Click Add Operatives with a smart field
• Once the Smart field dropdown displays select the field you would like to use. This will allow you to select a specific group of users to be invited to do the briefing
• Select whether you would like the briefing to be for all options that match your criteria or select if you would like to choose the options
• If you select Let me Choose, specify the selection method you would like to add then click Done

Add Operatives from Organisation

• Click Add Operatives from Organisation
• Select the organisation from the drop-down
• Select which Operatives to include
• If you select let me choose, click Next, then select all the operatives you want to be included.

Once saved, you can see the briefing you have just created and how many attendees are included in the briefing.

• Click on the Briefing then on Attendance you will be able to see any Operatives that have been included in the Briefing.

Each attendee with an email address on their account will receive an email with the briefing information.

When they login they will see details of the outstanding briefing displayed in the training hub

If you would like any further training on how to use our Training tool, please contact sales@biositesystems.com