In Person Trainings

It's possible to use Affinity as a system of record for in-person trainings. In-person could refer to a training you did at a company offsite, one of your company locations, or even a virtual in-person hosted through Zoom where you shared a screen.

1. Create a New Training in the Affinity LMS for this in-person training

First, this training can be as simple as uploading a video recording, or attaching a PDF file that you may have went over in-person. The steps to create a course are outlined in LMS - Authoring, but we will highlight some key points here.

Click "Create New" to create a new course for this in-person training.

Edit the training with the details of the in-person training

Above, we have created a very simple one page training which details:

• Name of the training

• Attached a document of the slides which we covered

You can add as many files that you covered in the training into this page, or you can attach a video recording of the training as well.

Optional - Add an Attestation

Optionally, you may add an attestation question which learners could click "True" in order to be marked as completed. Don't worry though - we'll show you later how you can manually mark everyone as completed if you do not want them to need to log in again. More about attestations here: Policy Attestation Example

Finally, Publish

Click the publish button. This will make the training available in your training catalog.

2. Assign the Training to Learners who Attended

Next, from the training catalog, we will click on the training and create a new training instance to assign it to the learners who attended the training.

We have created an empty instance of this training. Now we can add in our learners. For more details on adding learners to trainings, see: Assign a Training

When the learners are added, they are currently in the assigned state. If you are not using the attestation method, then you can manually mark the trainings as completed for these learners. You can see more details about overriding statuses here: Override Status

To override the status, you click on the settings cog icon, and then a modal will open where you can use the dropdown to change the status to completed as an override.

You can do this for each of the learners to change their status until everyone is marked completed.

That's it! Now you have a record in Affinity of your in-person trainings.

An added benefit of this method is that learners will be able to see the training in their dashboard and reference any attached materials to the training in the future too.