For: Admins, Managers, and Tablet Managers
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].
Roll Call lets you mark a group of people as having attended an in-person, in-house training session, right from the mobile app — no need to complete anything on the trainee's behalf one at a time.
Note: Roll Call only applies to the In-Person Training – In-House activity type. In-person training run by an external provider works differently — see Creating a training requirement for that flow.
Marking attendance
Open the Training page on the mobile app and tap the Roll Call icon in the top right corner (the raised-hand icon). This is only visible to Admins, Managers, and Tablet Managers.
You'll see a pill for each in-person, in-house training activity. Tap the activity you want to mark attendance for.
This opens a list of everyone assigned to that requirement or activity. Tap each person who attended to select them — you can select multiple people at once.
Tap Mark attendance at the bottom of the page.
Once everyone assigned to the activity has been marked present, the activity's pill updates to show Completed.
The person's own training record updates to show the activity as complete as soon as they're marked present.
Note: marking someone as having attended more than once doesn't create a duplicate completion record. It simply moves their validity period forward, starting from the most recent time they were marked present.