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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 Managers 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 → Core → My People → select user → Team/People Profile
  • Step 2: Edit Training
  •  Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have the required permissions to edit Training.
  • Only Managers 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 Manager account or a user account with permission to manage profiles.
  2. Click on the 9-dot menu at the top left corner of the dashboard.
  3. Select Core from the menu.
  4. Under the People section, click on My People.
  5. Click on the user’s name to open their profile, which will take you to the Team/People Profile section.
  6. In the Training section, click on the three dots on the right-hand side.

Step 2. Edit Training

Managers with the correct permissions can edit Training.
  • If you have permission, the option Edit Training will be visible.
  • If not, the section will be View mode only.
  1. Click Edit Training to open the form.
  2. The requested information, such as:
    • Training Name
    • Status
    • Category
    • Cost (optional)
    • Currency (optional)
    • will already be filled in.
  3. Update the mandatory fields, including:
    • Training Name
    • Status
    • Category
    • Completed Date
  4. Once all required fields are updated, click Save to confirm the changes in the Training section.

Additional Options:

  • You can edit multiple Training records by clicking Edit Training for each entry and updating the relevant details.
  • To remove a Training record, click the Delete button next to the entry.

Frequently Asked Questions (FAQ)

1.Who can edit Training in Plumm?

Managers with the correct permissions can edit Training.
 

2. What fields are required when editing Training?

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

3. Can I edit multiple Trainings?

Yes, click Edit Training for each entry and update the relevant details.
 

 

4. How can I delete a Training?

Click the Delete button next to the training record to remove it.