How to Assign Training and Resolve Related Issues in Atlas
Assigning training and managing related issues in Atlas involves understanding the system's user and employee management features. This guide provides step-by-step instructions for assigning training, troubleshooting visibility issues, and ensuring proper user access.
Assigning Training in Atlas
To assign training to an employee or user:
Navigate to Manage Training > Courses and Bundles.
Locate the desired course or bundle.
Click Actions and select Assign.
Search for the employee or user by their full registered name (first, middle, and last names).
Set the due date if needed and complete the assignment process.
Assigning Training to New Starters
For new employees:
Open the main menu and go to Manage Training.
Select Courses and Bundles.
Find the course or bundle, click Actions, and choose Assign.
Search for the employee and complete the assignment.
Troubleshooting User Visibility and Access Issues
Employee Not Visible in the Employee List
If an employee doesn’t appear in the employee list:
Search for them under the User list instead.
Ensure they are added as a user and granted access to Atlas.
If they are a training-only user, they will appear under Company > Users and not in the employee list. To include them in the employee list, add them as an employee/worker.
Linking User Accounts to Employee Records
To link a user account to an employee record:
Go to Employees/Workers > Manage > Add Employee/Worker.
Complete the required personal and job fields.
During the Grant Access step, select Existing User to link the new employee record to the user account.
Ensure access is enabled by opening the employee record and turning on Grant access to Atlas in the Administration tab.
User Associated with Another Organization
If a user is linked to another organization’s Atlas account, they won’t appear under your organisation. Confirm their employment and ensure their account is associated with your company.
Ensuring Training Appears in Pending Lists
To ensure training assignments appear in an employee’s pending list:
Use the specific assignment option highlighted in the training assignment dialog.
Enable the setting Don’t invite people if they have already passed to notify only those who need the training.
Accessing and Completing Training
Training courses cannot be completed on the mobile app. Users must log into the Atlas portal:
Go to Dashboard > Your Area > Take Training > Launch.
If training doesn’t appear, verify the user has Atlas access enabled and is assigned to the course.
Enable access via Employees/Workers > Manage > View > Administration tab and turn on Grant access to Atlas.
Confirm assignment via Manage Training > Training Courses and Bundles > Actions > View Trainees.
Log out and back in to refresh the view.
Changing Due Dates for Training
To modify the due date for a training course:
Go to Manage Training > Training Courses and Bundles.
Click the three dots next to the course and select Assign.
Choose the user(s) and set the desired due date.
By following these steps, you can effectively assign training, resolve visibility issues, and ensure users have the necessary access to complete their courses.