Why can I see two training buttons; there's "Legacy Training" and "Training"?
This is because we have redesigned our Training module. As the new training module uses newer code and updated features, you will need to migrate your training records from "Legacy Training" to the new "Training" module. This can be done via
Management > Training > Training Migrator.
What has changed?
We have redesigned the training module, now you can create courses, assign multiple employees to training events, bulk upload training records, greater in-depth reporting among many other options.
What's the difference between Managed Training and Personal Training / CPD?
Managed Training is usually an external course setup and run by a professional body. CPD is your own personal development, quite often setup and run by professional bodies, but it can also include such things as attending a seminar or an internal training session.
The Training tab is not there anymore, where has it gone?
The training tab is still there, it is now called "Legacy Training".
What is "Legacy Training"?
Legacy Training is the training module you will have likely used prior to the 21st June 2018 and is where you would record training that your employees have taken/due to take. This feature has been superseded by the new training module labelled as "Training" within the Toolkit.
If I don't like the new training module, can I have the old one back?
Unfortunately not - we can only support one training platform. The legacy system will be phased out over the next two months, being finally retired by the end of August.
Do the legacy and new modules work alongside each other?
They will for a while, until either your migration is complete or the end of August; after which the new training module will take over.
What is the difference between a Course and an Event?
A course is the overall title for training, the event is the date that you attend the course.
Do I have to use the import spreadsheet to add training courses?
No, new training courses can be created by using the button labelled "New" in
Management > Training > Training Courses.
Will I still be able to access Legacy Training?
Legacy Training will be available for two months after new Training becomes available (21st June 2018). After this time, Legacy Training will be removed.
Why can't I access "Training" anymore?
The new training module requires a Controller to specify who can access it. You will still be able to access "Legacy Training" (previously labelled "Training") as normal.
This guide walks you through how to assign the new "Training Manager" permission.
What are my migration options?
We recommend customers adopt our Full migration path, enabling you to take full advantage of the new platform. There is an alternative, to use the Basic migration. This will broadly replicate just the funcationality of the legacy system.
What's the difference in the two options above?
The Full path gives you all the benefits of the new features, all courses and records are linked and reportable. There is a bit more intial work but, this will lead to much greater funcionality.
The Basic path transfers your records to the new platform however, they will appear in the same way as they do now. They won't be linked and the reporting will be less in-depth, you will be unable to utilise the new features.
If I go with the Basic path, can I still use the new features?
You can use some of the new features, however, the reporting will not be as advanced and your records will not be linked in the same way as they would with the Full migration.
If I do the Basic migration, can I move to Full later on?
Yes, you can, however this will take far longer than the Full migration that we recommended.
After I've migrated my legacy records, do I need to go to Legacy Training and delete my old records?
No, the training migrator will automatically transfer your legacy records to the new training module
If I migrate my legacy training records to the new module, what will happen to the reminders?
Training reminders can't be migrated to the new module. This is because reminders are now linked with Training Qualifications, which are sent 8 weeks and 4 weeks before the Training Qualification is due to expire. You can specify a training qualification's length via
Setup & Admin > Training Qualifications.
Do I have to migrate my legacy training records?
You don't HAVE to but, we definitely encourage it. After two months, access to the "Legacy Training" area will be removed. You won't lose your legacy training records, but will need to migrate them to the new training module to see them. If you'd like help on migrating your legacy training records to the new training module, please contact us on 0345 225 0414 Option 2, or raise a support ticket here.
What will happen to the documents uploaded to my current training records?
When you migrate your legacy training records, the documents that are uploaded to them will be migrated too.
How long does it take to migrate?
The length of the migration depends on the number of training records you have. Once you have created your courses, the migration is straight forward.