How do I add or update a Trainer note?

Overview

Trainer Notes allow trainers to leave feedback about a trainee’s performance after completing a training. These notes help document strengths, areas for improvement, and overall readiness.

Notes can be added at the time a training is completed in the app or updated later in the WebApp. This flexibility ensures feedback can be captured and refined at any point after completion.

How to add or update a Trainer note

In the app (during training completion):

1. Complete the training
2. Enter feedback in the Trainer Note field when prompted
3. Submit the training

From the WebApp (after completion):

From the Training page:

1. Navigate to Training
2. Select the Completed tab
3. Click on a completed training
4. Enter or update the Trainer Note
5. Click Save

From the Employee Profile:

1. Navigate to Users
2. Select the employee
3. Scroll to Activity
4. Click on a completed training
5. Enter or update the Trainer Note
6. Click Save

Things to Know

• Trainer Notes are only available for completed trainings
• Notes can be added during completion in the app or any time after in the WebApp
• Notes can be edited at any time after completion
• Notes are tied to a specific training instance

Example

A trainer completes a “Day 1: Follow One” training and adds a quick note in the app. Later, they open the same training in the WebApp to expand on the trainee’s performance and add more detailed feedback.

Troubleshooting

Trainer Note field is missing

• Confirm the training status is Complete
• Notes are not available for scheduled or in-progress trainings

Changes are not saving

• Click Save after entering the note
• Refresh the page and re-open the training if needed