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Edit Training in a User's Profile

Summary

This article explains how to edit Training in a user's profile on Plumm. It covers the permissions required for Admins and how to update the details in the Training section.


In this article

  • Before you begin
  • Step 1: Log in and navigate to 9 dot menu then click on Core, and click on My People under People section. Then click on a user's name, and from there, you can go to the Team/People Profile section.
  • Step 2: Edit Training
  • Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have the required permissions to edit Training.
  • Only Admins with the correct permissions can edit Training.

Step 1: Log in and navigate to User's Profile

  1. Log in to Plumm using a valid Admin account.
  2. Click on the 9-dot menu at the top left corner of your dashboard.
  3. Select Core from the menu.
  4. Under the People section, click on My People.
  5. Click on a user's name, and from there, you can go to the Team/People Profile section.
In the Training section, click on the three dots on the right-hand side.

Step 2: Edit Training

    Admin users with the correct permissions can edit Training.
    • If you have the required permissions, the option to Edit Training will be visible.
    • If you do not have the necessary permissions, you will only be able to view the information.
    The requested information, such as:
    • Training Name
    • Status
    • Category
    • Cost
    • Currency
    Will already be filled in.
    Click on Edit Training to update the profile.
    Update the mandatory fields, including:
    • Training Name
    • Status
    • Category
    • Completed Date
    Once you’ve updated all the required fields, click Save to confirm the changes in the Training section.
     

    Additional Options

    • You can edit more than one Training by clicking Edit Training and entering the relevant details for each item.
    • If you no longer need a Training record, you can remove it by clicking the Delete button next to the entry.

    Frequently Asked Questions (FAQ)

    1. Who can edit Training in Plumm?

    Admins with the correct permissions can edit Training.
     

    2 .  What fields are required when editing Training?

     The mandatory fields for editing Training include:
    • Training Name
    • Status
    • Category
    • Completed Date

    3.  Can I edit multiple Trainings?

    Yes, you can edit more than one Training by clicking Edit Training and entering the relevant details for each item.
     
     

    4. How can I delete a Training?

    If you no longer need a Training entry, you can delete it by clicking the Delete button next to the entry.