Creating a Single Trainee Record

Objective

To add and edit trainees in the Research Logix platform for the testing training program.

Key Steps

1. Click on "Administration" in the hub.

2. Click on "Add Trainee" to add a trainee to the program.

3. Fill out the trainee's information, including email address (or let ResearchLogix generate a generic email if needed).

4. Set a start date for the trainee and select the trainee type.

5. Save the information to add the trainee to the program.

6. To edit a trainee, select "Actions" next to the trainee's name.

7. Navigate to the "Basic" section to add or update professional contact information, personal contact information, demographics, and training grant eligibility.

8. Click "Save" to ensure all changes are reflected in the trainee's profile.

Cautionary Notes

• Ensure all required fields are filled out accurately to avoid errors in the trainee's profile.

• Double-check the information before saving to prevent any inaccuracies in the trainee's details.

Tips for Efficiency

• Have the trainee's email address ready for quicker profile creation.

• Regularly update trainee information to keep profiles current and accurate.

• Utilize Research Logix's generated email option for trainees without provided email addresses to streamline the process.

Link to Loom

https://www.loom.com/share/ae90a47f6f43408ea140f8b48b7121d4