How do I assign training to a member of staff?

NOTE: You can only assign training to your staff if you are one of the administrators for your school’s membership. You can contact the customer services team at customer.services@optimus-education.com to find out who this is for your school.

There are two ways to assign training:

1. Via the In-House Training library: if you're not sure which training to assign and want to browse the training library. 
2. Via the School CPD Tracker: if you know the name of the training to assign. This path is quicker if you have multiple training to assign to many staff. 

You will be able to view staff progress via the School CPD Tracker once training has been assigned. 

Via the In-House Training library

1. Search the In-House Training library for the training you wish to assign at: my.optimus-education.com/inhouse-training
2. Training courses are made up of units. Training must be assigned at the unit level. Scroll down to ‘Course content’ and select the unit you wish to assign, and click ‘CONTINUE’:

3. On the unit page, click the blue ‘GET STARTED’ button. From here you can choose whether to add the training unit to your own CPD tracker or assign to a member of staff. You may see two 'Assign' options: 'ASSIGN SELF STUDY' and 'ASSIGN GROUP STUDY'. Many of our courses are created for self-study and group study learning. If you are assigning training for independent learning, select 'ASSIGN SELF STUDY'. However, there are instances where training is only in group study format. 

4. Once you have chosen an option, you will see the below pop-up:

5. Add a due date
6. Click inside the ‘Assign to (add others)’ box, and select members to assign to. You can assign to everyone in the list by selecting ‘All members.’
7. Click ‘ADD ACTIVITY’ to save.
8. You can now view a record of this training in the School CPD. The member(s) of staff assigned training will receive an email notification and will be able to view the training in their My CPD Tracker. 

Via the School CPD Tracker

1. Click "Home" in the top menu. This will take you to your homepage where you can see a preview of the School CPD Tracker. Click "View all". Alternatively, hover over your name and profile icon in the top right hand corner and click "School CPD Tracker". 
2. On the School CPD Tracker page click 'ADD NEW CPD'.

4. Select the study type you wish to assign. Here, you have the option to assign training from the In-House Training Library (self study or group study), a conference, a webinar or CPD from another organisation.

5. We have used 'Assign self-study' as an example below. Here, you can select multiple units to assign. In the example below, we have selected to assign units 1-3 of the SEND Inclusive Teaching Programme course. 

NOTE: Training from the In-House Training Library is assigned at the unit level. If a course has 4 units, then you must assign all 4 units. The path below allows you to assign all units in one go. 

6. Add a due date.
7. Click inside the ‘Assign to (add others)’ box, and select members to assign to. You can assign to everyone in the list by selecting ‘All members.’
8. You can now view a record of this training in the School CPD. The member(s) of staff assigned training will receive an email notification and will be able to view the training in their My CPD Tracker.