Assigning projects and required training
Put people on the right projects and give them positions that set their training.
Once someone is in your organization, two assignments shape their day to day: the projects they work on and the positions they hold.
- 1Assign projects
Open the person on the Users page and assign them to one or more projects. People can roam between several projects, so add all that apply.
- 2Assign positions
Give the person their position or positions. Each position carries the training requirements you defined in the training program, so this is what populates their row in the matrix.
- 3Record a hire date
Optional but useful for tenure based requirements and reporting.
If a worker shows missing training, check that they hold the right position. The matrix only knows to expect a course if a position that requires it is assigned to that person.
Tip. For multi trade crews, assign more than one position. The required courses combine, so nothing gets missed.
Related articles
Create courses and positions, then attach required training to each position.
See who is certified, expiring, or missing training at a glance.
What each of the six roles can do, and how to choose.