How to Group Update a Procedure

Group Updating Procedures

To begin, please log in as an administrator, ensuring that you have the appropriate permissions. After logging in, proceed to the Learning, Skills & Compliances tab and select the Digital Procedures option.

Choose the procedure for which you would like to perform a group update by clicking on the corresponding icon.

Next, locate and click the 'Show More' button situated at the top right corner of the screen. Following that, select the 'Group Update' button to proceed.

You can perform a group update by assigning the same completion date and skill level to all selected employees. To do this, simply move the employees from the left column (Available Employees) to the right column (Assigned Employees) and enter the desired completion date and skill level in the appropriate fields.

You have the option to include a Hard Copy Sign Off for the Group update, which will be applicable to all selected employees. To do this, simply click on the Hard Copy Sign Off Tab and upload the corresponding Hard Copy Sign Off document.

To finalize the group update, please click the red 'Complete Group Update' button.

Alternatively, you have the option to utilize the Advanced Group Update feature, which allows for greater flexibility in assigning different completion dates and skill levels for each employee.

In this section, you have the flexibility to assign distinct completion dates and skill levels for each employee, as needed. The process for including a Hard Copy Sign Off remains consistent with the standard group update. Once you have made your selections, simply click the red 'Complete Group Update' button to finalize the updates.