Article Links Introduction | How Users are added to Groups | Adding Additional Groups |
Introduction
Groups are used in the Contractor LMS as a way to facilitate assignments of training/orientation materials to your Contractors and/or Visitors. In the Contractor LMS, Convergence Training will create your groups and assign the training to those groups.
Groups are created for the following reason:
- Every company facility that requires a unique site or safety orientation before a contractor employee or visitor can work at your site.
- Every job related training that requires training before a contractor employee or visitor can perform a specific job role or task at your site. For example, truck driver.
How Users are added to Groups
Users are added are automatically added to groups in one of four ways:
- Self-Registration: When the contractor employee or visitor self-registers they will select their job role (if applicable) and the location they will be visiting. Upon making these selections, they are automatically added to the appropriate groups and assigned the required training Refer to the Contractors and Visitors: Self-Registration and Launch Training article to learn how to self-register in the LMS.
- Manual Registration: When an LMS Administrator manually creates a user record they will be required to manually add them to the appropriate group. Once they are added to the group, they will be assigned the appropriate training. Refer to the Contractors and Visitors: Manual Registration article to learn how to manually register a contractor or visitor.
- Update Facilities: When a contractor employee or visitor who has previously registered (self-registration or manually), logs in and selects the Update Facilities button and adds one or more additional facilities. Refer to the Contractors and Visitors:Add Additional Worksites and Job Roles article to learn how to a contractor employee or visitor can add additional facilities.
- Update Roles: When a contractor employee or visitor who has previously registered (self-registration or manually), logs in and selects the Update Roles button and adds one or more additional job roles. Refer to the Contractors and Visitors:Add Additional Worksites and Job Roles article to learn how to a contractor employee or visitor can add additional job roles.
Adding Additional Groups
Please contact our support team at support@convergencetraining.com when your company adds additional work sites or job role training. Our support team will coordinate the delivery of the training materials, upload the training content, create the group and assign the training to the newly created group.