Manage training courses and results

Admins use the Training area to browse courses, enrol people, record training results manually, review assessment scores and attempt history, and sync iHasco data so course, person, and result information stays current.

Open the Training area

Go to Training in the main navigation
Choose Courses to browse the course catalogue

From here you can open any course to see its details, assign it to people or groups, or manage external course data.

Enrol a person in a course

Go to Training > Courses
Open the course you want to assign
Click Assign Training
In the Assign To section, choose People or Groups
Select the people or groups you want to enrol
Set a due date (optional) and click Assign

The system creates an individual training assignment for each person. When you assign to a group, every member gets their own assignment. Learners see the course in their inbox and on the My Courses page.

Record a manual training result

Open the person record you want to update
Go to the training section on their record
Click Add Training Result
Select the course and enter the result details
Click Save

You can also edit an existing manual result from the same section on the person record.

Review assessment results

For courses that include a quiz assessment, you can review learner attempts, scores, and pass status from the course assessment review area.

See Add an assessment to a training course for how to enable assessments and interpret attempt history.

Sync iHasco training data

If your organisation is connected to iHasco, you can run sync actions to import or refresh courses, people, custom fields, and training results.

Available sync actions

iHasco Sync Courses — imports or refreshes the course catalogue
iHasco Sync Meta Codes — refreshes custom field definitions
iHasco Sync People — imports or refreshes user accounts
iHasco Sync Training Results — imports completion records and certificates

Sync settings

In the iHasco sync settings, you can configure which data is synchronised:

Sync Users — import user accounts from iHasco to your organisation
Sync Training Results — import training completion records and certificates from iHasco
User Filtering — limit which users are imported
Email Domain Filter — only sync users whose email addresses match a specific domain (for example, company.com). Leave empty to sync all users
Sync Inactive Users — include inactive or disabled iHasco accounts in the sync

What you need to use Training

You need Manager or Admin access to the Training module to assign courses, add manual results, and run iHasco sync actions.

Group membership does not grant module access. Each user needs at least Member access to the Training module to see and complete assigned courses.

Create and assign Calm training courses — build custom courses with documents, videos, forms, risk assessments, and quiz assessments
Add an assessment to a training course — set pass marks, attempt limits, and review learner scores
Using Groups for Assignments — assign training to groups and manage group membership
Creating Groups and Teams — set up groups before you assign training to them
Module Entitlements and Permission Templates — manage who can access the Training module

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