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Tutorial: Getting Started Developing Profiles and Rosters in The System

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Tutorial: Getting Started Developing Profiles and Rosters in The System

  1. 1. Tutorial: Getting Started –Developing Profiles & Rosters in the System
  2. 2. Select “Training Manager”
  3. 3. Account Setup Horizontal tabs allow the user to switch between the 5 primary interfaces for the Training Manager. The homepage is set to the Lab Roster. The Lab Profile tab toggles the user to the interface where common hazards are “checked” for the lab. “Upload”: opens a separate page to add a group of people to a roster.“Profile”: This link is referenced throughout as the “Add Personnel”: opens a separate“Individual Profile”. It opens a separate window form to add a single individual to athat displays the individual’s profile and training roster.plan.
  4. 4. Getting StartedStep 1 - Complete Lab Profile tab.Step 2 - Complete Individual Profile for the PIStep 3 - Update the Lab Roster and Individual Training ProfilesStep 4- Update PI Information tab (order is not important)Step 5 - Review Authorized Users tab (order is not important)
  5. 5. Step 1 – Complete the Lab Profile Tab Each hazard links to a window that gives clarification on the hazard and identifies which classes are assigned if that box is checked.
  6. 6. Step 2: Completing the “Individual Profile” for the PIClicking the “Profile” link opens a separate, more detailed window that has a full summary ofinformation for that individual: This section describes an individual’s affiliation and contact information. This section describes an individual’s training profile. The checkboxes are initially inherited from the Lab Profile, but can be customized based on an individual’s specific research focus. This section describes the training courses that are assigned to an individual based on the checkboxes from the above section.
  7. 7. Step 3: Building the Lab Roster “Add Personnel”: opens a separate form to add individuals to a roster. “Upload”: opens a separate page to add a group to a roster.“Delete”: Deletes an individual from a roster (training E-mail: e-mails are active links thatrecords are never deleted). Individual checkboxes can open an e-mail in Outlook or yourbe used or a “universal” delete box at the top can select default setting.all individuals on a roster.
  8. 8. Step 3: Add Personnel LinkOnce a last name is entered and the Directory Lookup/Verification button is clicked, the LDAPsystem will display the results of the search and allow for selection of the correct individual:
  9. 9. Step 3: Add Personnel Link Each hazard links to a window that gives clarification on the hazard and identifies which classes are assigned if that box is checked.
  10. 10. Step 3: Upload Personnel
  11. 11. Step3: Spreadsheet Help

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