How to Automatically Restrict Access when Staff Training has Expired/is Incomplete?

When setting a training policy, for a person or a general training, you have the option to decide whether this type of training is so critical that staff should not be permitted to work with a person or within the system until they are trained. There is a setting in each training policy where you can “Block Access.”

  1. In the training management module, go to Training Policies.
  2. Select the training.
  3. Click Edit on the policy.
  4. Scroll down to the bottom where you can turn on the block access feature.
  5. Click Save.

Once Block Access is turned on in the policy, here is what the staff will see for an individual specific training:

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