Workflow 1 - Non-PureSafety Users

Employees who are not PureSafety users can inform their manager that they have completed the assigned task. Then, the manager can complete the steps below to verify that the task has been completed.

  1. Go to PureSafety tab > Library > Assignments tab. Select the assignment and click Open.
  2. On the Training Assignment Details screen, go to the Actions menu and click the Excuse/Mark Complete link.
  3. On the Excuse/Mark Complete Training Assignment screen, go to the Training section. Check the box for the training that you want to mark complete.
  4. Go to the People section and select the employee who has completed the task.
  5. The Complete Date column in the People section displays the current date, by default. Type another date if the trainee completed the assignment on a different date.
  6. In the Time Spent column, type the amount of time the trainee spent on this assignment.
    Note: Use this field only if you are recording that the training is complete.
  7. If you have selected multiple trainees and they all completed training on the same date and in the same amount of time, click the Apply All button. This applies the completion date and time spent values to all the trainees.
  8. Click Submit. This task is considered completed.