Online Training Feature and How to Assign a Course

Leo’s Online Training feature can be accessed in two ways:

1. Via a button on the main part of your Home Page
2. From the left-hand menu (graduation hat icon)

Once you access the Online Training page, depending on your permissions, you will have access to different sections.

If you are a standard employee (not a training manager), you will see a table with your assigned courses, status, score, due date and the assignment’s status. If the course hasn’t been completed, an ‘Open course’ button will be available. If the course has been passed, a ‘Download’ button will show to download your certificate of completion.

As a compliance officer or training manager, you will be able to have access to different sections and data, as well as being able to assign the training courses.

The Online Training page is comprised of four tabs:

1. My Assignments
2. Incomplete
3. Completed
4. Cancelled

Using these tabs, you will be able to view and follow up on all your trainees’ assignments.

By clicking on the 3 dots, you can edit the assignment, cancel it, and send a reminder.

How to Assign an Online Training Course?

In the top left of the screen, you will find the ‘ASSIGN TRAINING’ button.

To create a new entry, simply click on the button and follow these steps:

• Select the course or courses being assigned by clicking on Training Course.
• Select an employee or a group to assign the course(s) to by clicking on Assigned To.
• Choose your desired deadline for the course to be completed by clicking on Deadline and then selecting the date from the calendar or by typing it.

Leo will automatically email the trainee(s) to notify them of their assignments, including a link to access it and the deadline.

Once these steps are completed, the training will be assigned.

Online Training Feature Settings

There are 2 ways you can access the Online Training Setting page:

1. Through the Online Training Page, on the left side click on the Settings cog icon.
2. Click the Settings cog icon on the left-hand side menu, and on the Settings main page click on Online Training.

In this section, you can:

• Mark courses as Favourites to keep them at the top of the list when assigning, for quicker access
• Export the list of courses
• Configure the training notification emails