People and training

Only admins. Managers who open the tab are told to ask an admin.

Every person with a role and every invite not yet accepted uses a seat. Withdraw an unused invite to free one.

Ask them to check junk mail, then press Resend. If it still fails, use a starter password.

Press Resend. The old link stops working and a new one lasts seven days.

Yes, after they join. Add the extra role from their row, and check their section access.

On the Staff page, under Roles & access. The old Team settings page now points there.

Managers and admins assign it. Only admins change the course catalogue or import history.

No requirement is assigned. It is not the same as fully compliant.

Open its history and choose Void completion. Give a reason. It stays in history as rejected.

No. CPD hours are a separate measure with their own yearly target.

Staff open their own training page from the menu. They can record courses and ask to join group dates.

Check the course audience before you change individual records.

No. Staff training is separate from the learning a young person receives.

The directory is for managers and admins. Others see only their own details, which they can correct.

Tick Only those missing details and press Apply. The tiles above also count who lacks a work number.

On Roles & access, which is for admins. See the guide on inviting a person.

It stops them signing in and removes them from lists and pickers. Their past work keeps their name.

Archive them instead, from the staff archive page, and hand over their work first.

Yes. The filters are in the address, so copy it and share it.

Open My training. Courses marked Compulsory or Not done yet are required for your role.

Open the course, add the date and evidence, and press Save completion.

It may be waiting for a manager or admin to sign it off. Ask them.

Under Training sessions, press Ask to join on an open one. A manager may need to approve.

Press Give my place back, or Withdraw my request if you were only asking. Do it early so someone else can go.

Your staff record has not been set up yet. Open Settings and then Profile once, then try again.

Managers and admins.

Open them in staff training and press Print transcript.

Required courses only. Optional courses do not create gaps unless assigned.

No. They are a separate measure shown in their own section.

Yes. Use the print button and choose to save as a PDF.

No required training is assigned yet. Set required training in staff training first.

The default manager set here, unless a specific person is set for that mentor.

It needs admin access. The page says so.

To People, under Roles & access. This page links there.

Yes. Anyone with access can cover. Routing only sets the default.

Use Manage section access in People. Safeguarding sections are marked.

Change it back. The page confirms each change and lets you reload the current routing.

Managers and admins. Anyone else is returned to the home page.

A person whose figures are below 75 percent on the measures the audit uses.

A figure with too little behind it. The audit does not use it for a conclusion yet.

Yes. Choose Team grid to see every person and measure on one screen.

Yes. Export shown saves the view with your current filters and period.

Only if the audit setting at the bottom allows it.

Your filters may be too narrow, or the audit could not load. Clear the filters and reload.

Your own audit is reviewed by another manager, so the page tells you so.

An action is a specific next step with a date. A review is your overall judgement for the half-term.

Yes. The button changes to Update review once you have saved one.

Use Drop on the action and say why. It stays in the history.

Yes. Use Print for supervision or the full page's print button.

Figures follow the period you chose. Check the period before comparing.

No. It stays internal until you choose a sharing option.

Yes. Use Plan an observation to schedule it.

Rate it Not observed instead of guessing.

You can amend it with a reason. The amendment is recorded.

The colleague and the observer can each sign. Their signatures are recorded with the date.

On their own observations page.

Your manager may have kept it internal. They choose when it is shared with you.

That you have read it. It does not mean you agree.

Choose Request correction and explain. The observer can correct it.

Signing is how the final version is closed. Ask your manager if you are unsure.

Yes. Use Download PDF once it is finished.

The observer and your manager, as part of the observation.

Team-wide results are for managers. You see feedback about you or sent by you.

Send a feedback form and attach a staff member as the subject.

An average under three out of five. It prompts a conversation, not a decision.

On the questionnaire insights page, linked from this one.

It compares the last 30 days with the all-time score. Up means recent answers are higher, down means lower, and flat means little has changed.

That depends on the form. Do not try to work out who said what.

No. Only an admin can end access, by disabling or removing the account.

Nothing automatically. Hand their work over first so each has a named person.

No. Everything they recorded keeps their name.

Yes. Press Restore and they are assignable again at once.

Staff records are shared across the platform. Archiving someone who works for another organisation removes them there too.

Managers and admins.