Allocate all requried courses to an individual

This guide will show the steps taken to allocate required courses to a learner

Allocate all required courses

• Locate theamber coloured tab labelled Training Matrix - it appears in the top navigation bar, centre of your screen.
• Hover over the label and a drop-down menu will appear and select Training Matrix
• Once the page has loaded, you will see several tabs. Beneath these, a table will display the students and courses (shown as course codes).

  Notice: Hovering over the course code i.e 'ALAW'' will reveal the full title of the course 'Allergen Awareness'.

  Forename	Surname	Department	Job role	5SLM	ABWH	ALAW
  John	Smith	Warehouse	Stock controller
  Jane	Doe	Sales	HR

• Use theblue search box enter the students first name and surname and press the search button.

  Search

  Students first name
  enter the student first name

  Students surname
  enter the student surname

• The grey table will now display the matching results based on details entered and their required training.

  Notice: A traffic light system is used to understand a companies compliance level.

  ---

  Compliant Within 90 days of non-compliance Non-compliant
  Non-compliant with content assigned Not required

  Forename	Surname	Department	Job role	5SLM	ABWH	ALAW
  John	Smith	Warehouse	Stock controller

• Located at the right handside of the table, there is a green button labelled Assign (those with a large volume of courses may require further scrolling to locate the button further to the right).

  Forename	Surname	Department	Job role	5SLM	ABWH	ALAW	%
  John	Smith	Warehouse	Stock controller				% Assign

• Click the Assign button.
• A pop-up box will appear displaying the courses required for the learner.

  	NEUR		Neurodiversity
  	TEAM		Teamwork

  Notice: Unavailable training course/s will display a similar message to: No content available It appears opposite the course code in the example above. This may be based on the active license in use.

• Click Assign for all the allocated courses (highlighted as required) to be assigned to the learner's account, ready to be completed.

  TEAM

  Teamwork

  Assign
• To update this on the platform please click back into the Training Matrix tab at the top of the screen where you will be presented with a green update tab.

  Update Training Matrix

  This Training Matrix was last updated on 12-March-2026 16:04, there have been changes that require you to re-process the statistics

  1. Content has been assigned

  Update...
• Once this update has been completed within the Training Matrix all required courses will be assigned to the chosen student.