For: All staff
Note: Training Management is part of the Training Management Module. It's included in some plans and available as an add-on on others. To activate it, contact your Customer Success Manager or [email protected].
Your kitchen tablet stays logged in as one shared account, so the Training page asks you to confirm who you are with your PIN before it opens a training record. Once you're in, anything you complete counts toward that record, so your certificates, quizzes and sign-offs are ready when your verifier asks for them.
Open your training record on the tablet
You'll need a Staff Record with a 4-digit PIN. If you don't have a PIN, ask your manager.
Open the menu on the tablet (three bars in the top left-hand corner)
Tap Training
Tap your name in the list of training records
Tap your name again in the verification list
Enter your PIN
Your training record opens, showing everything you're required to do, what's due soon and what you've already completed.
Note: A "Tablet" access level staff record or user can only open their own training record. Opening someone else's record needs a Tablet Manager, Manager or Admin PIN.
Understand what you need to do
Each item on your record is a Requirement, such as a food handler certificate or an allergen awareness quiz. A Requirement is made up of one or more Activities you need to complete.
Red banner: a Critical Requirement. Complete these first.
Yellow banner: a Required item that's due or overdue.
Optional: you can complete it, but it never shows as overdue.
Complete a training Activity
Open your training record (see above)
Tap the Requirement you want to work on
Tap the Activity to open it
Follow the instructions for that Activity type (see the table below)
The Activity is credited to the training record you're in, not to the shared tablet login.
Activity type | What you do | When it's complete |
Online Training – In-App (quiz) | Answer the quiz questions | When you pass. If you fail, you can retry after the stand-down date shown |
Complete Form | Fill in and save the form | When you save it |
Accept or Sign a Policy | Open the policy, accept it and sign if asked | When you accept (and sign, if required) |
Review Resource | Open the resource, read or watch it, then close it. Sign if asked | When you close the resource |
Upload – Certificate, Ticket or Licence Proof | Take a photo of your certificate (front and back if needed) or choose a file | After a manager approves it. Until then it shows as Pending approval |
In-Person Training – In-House | Attend the session | When your manager marks your attendance. You can't mark it yourself |
Online or In-Person Training – External Provider | Book and complete the course using the link provided, then upload your certificate | After your certificate is approved |
Fix a rejected certificate upload
Open your training record
Tap the Requirement showing as rejected
Read the reason your manager gave
Upload a new photo or file that fixes the problem
You don't need to start the Requirement again. The new upload goes back to your manager for approval.
Complete training by email instead
If your business has turned on external training requests and your Staff Record has an email address, you'll also receive an email link to your training. Work done through the email link and work done on the tablet both count toward the same training record.