Tutorial: Getting Started Developing Profiles and Rosters in The System

EHS Training Management System

Tutorial: Getting Started – Developing Profiles & Rosters in the System

Select “Training Manager”

Account Setup

“Upload”: opens a separate page to add a group of people to a roster.

Horizontal tabs allow the user to switch between the 5 primary interfaces for the Training Manager. The homepage is set to the Lab Roster. The Lab Profile tab toggles the user to the interface where common hazards are “checked” for the lab.

“Profile”: This link is referenced throughout as the “Individual Profile”. It opens a separate window that displays the individual’s profile and training plan.

“Add Personnel”: opens a separate form to add a single individual to a roster.

Getting StartedStep 1 - Complete Lab Profile tab.Step 2 - Complete Individual

Profile for the PIStep 3 - Update the Lab Roster

and Individual Training ProfilesStep 4- Update PI Information

tab (order is not important)Step 5 - Review Authorized Users

tab (order is not important)

Step 1 – Complete the Lab Profile Tab

Each hazard links to a window that gives clarification on the hazard and identifies which classes are assigned if that box is checked.

Step 2: Completing the “Individual Profile” for the PI

Clicking the “Profile” link opens a separate, more detailed window that has a full summary of information for that individual:

This section describes an individual’s affiliation and contact information.

This section describes an individual’s training profile. The checkboxes are initially inherited from the Lab Profile, but can be customized based on an individual’s specific research focus.

This section describes the training courses that are assigned to an individual based on the checkboxes from the above section.

“Add Personnel”: opens a separate form to add individuals to a roster.

“Upload”: opens a separate page to add a group to a roster.

“Delete”: Deletes an individual from a roster (training records are never deleted). Individual checkboxes can be used or a “universal” delete box at the top can select all individuals on a roster.

E-mail: e-mails are active links that open an e-mail in Outlook or your default setting.

Step 3: Building the Lab Roster

Step 3: Add Personnel Link

Once a last name is entered and the Directory Lookup/Verification button is clicked, the LDAP system will display the results of the search and allow for selection of the correct individual:

Each hazard links to a window that gives clarification on the hazard and identifies which classes are assigned if that box is checked.

Step 3: Add Personnel Link

Step 3: Upload Personnel

Step3: Spreadsheet Help