Introduction to Training Program Hub

Objective

The objective of this SOP is to guide team members on how to effectively manage a training program hub by utilizing the various tools and features available.

Key Steps

1. Edit Information

   • Click on the "Edit Information" or "Information" tab to make changes to the program name, primary contact, training focus, or CRTEC status.

2. Trainees

   • View a list of all trainees affiliated with the training program.

3. Mentors

   • When a mentor is added to a trainee, they will be available within the mentor section for easy navigation to their ResearchLogix profile.

4. Cohorts

   • Create filters for training programs based on specific cohorts (e.g., years, quarters).

5. Tools

   • Access the management of solicitation emails and send career progress updates to all trainees affiliated with the program.

6. Reporting

   • Access centralized reporting for the specific training program.

7. Administration

   • Add single trainees, import trainees in mass, manage individual access, and delete the training program.

Cautionary Notes

• Ensure accuracy when editing information to avoid misinformation.

• Be cautious when managing trainees and mentors to prevent errors in affiliations.

• Use cohorts effectively to organize and filter training programs appropriately.

Tips for Efficiency

• Familiarize yourself with the navigation to quickly access different sections.

• Regularly update information to keep the training program hub current.

• Utilize tools for communication and reporting to enhance program management efficiency.

Link to Loom

https://www.loom.com/share/3880fcf24ad6497fafada128be22a34d