Add or Edit Training Records

Summary

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In this article

• Before you begin
• Step 1: Open your profile
• Step 2: Add a training record
• Step 3: Edit or delete a training record
•  Frequently Asked Questions (FAQ)

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Before you begin

• Have a Plumm account
• Be able to access your profile
• Have permission to view or edit training records

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Step 1. Open your profile

1. Log in to your Plumm account
2. Click your profile icon on the top-right corner of the dashboard
3. In the pop-up, select Profile
4. Your My Profile page will open
5. Click the work tab (second tab)
6. Scroll to the fifth section titled Training

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Step 2. Add a training record

1. Hover over the Training section
2. Click the three-dot icon that appears
3. Select Add Training
4. Fill in the following fields:
   • Name
   • Status
   • Category
   • Cost
   • Currency
   • Completed Date
   • Expiry Date
   • Upload Document
5. Click Save
6. Your training record will appear in the Training grid

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Step 3. Edit or delete a training record

1. Hover over the training record in the grid
2. Click the three-dot action button (⋮)

To edit:

•  Select Edit
•  Update the fields as required
•  Click Save

To delete:

• Select Delete
• Confirm the deletion
• The training record will be removed from the list

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Frequently Asked Questions (FAQ)

1. Why don’t I see the Training section?

You need specific permissions to view this section. If it’s missing, check with your system administrator.

Yes. You can attach a file (e.g., certificate) when adding or editing a training record.

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3. Can I track expired or soon-to-expire trainings?

Yes. The Expiry Date field lets you monitor when a training record will expire.

4. Who can edit or delete training records?

Only users with edit permissions can make changes to training records.