How to use a session as a manager

Title:
How to add a session to a learner and sign it off

Summary:
This article explains how to add a session to a learner, view their session progress and add evidence to sign it off.

Steps:

Adding a session:

Go to the Learners tab.

Select one or more learners using the white tick box next to their names.

Open the Actions menu at the top of the page.

Select Add Sessions, and choose the session you want to add.

Adjust the dates and the refresh period if needed.

Select View on the right-hand side of the learner’s row, go into the Sessions tab.

Select Add Sessions and choose the session from there.

Viewing a learner’s sessions:

Go to the Activity Report and use the filters on the right to search by learner, topic name or session.

Open the learner’s profile and select the Sessions tab next to Courses.

Adding evidence and signing off:

Select the session you want to update.

Select Add evidence.

Choose the evidence type and add all required documents or notes.

• Observations are only used for Care Certificate sign-off.

If you are ready to sign off the session, select Add and sign off.

In the sign-off window, set the Status to “Complete”.

Choose the date the training was completed. You can choose a past date if needed.

• This date will appear in the training matrix.

Save the sign-off.

After sign-off:

You will see the session marked as completed in the learner’s record.

Tips or Common Issues:

• Make sure you are adding sessions, not courses, if the activity is part of your internal learning.
• Add evidence before signing off to keep clear audit records.
• Past dates can be used if the session was completed earlier.
• If you cannot see the session, check filtering options in the Activity Report.

If this article does not resolve your query, please get in touch with us at Support@click-learning.co.uk