Trainees are a list of email addresses that can be added to Spot as participants for training.
You may have as many trainees in Spot as needed, and can add them to the dashboard one at a time, or in bulk using s CSV file upload or by copying & pasting email addresses. Email address is a required field.
To get started, on the Trainees tab, click Add new trainees.
Then select how you want to add the trainee(s):
Add Single trainee
When adding a single trainee, email address is required. Check the Supervisor box if the trainee should also receive the supervisor training content. Check Invite to training if desired at this time, otherwise leave it unchecked if you wish to skip this step for now. You can invite the person later as needed.
Click Save & continue.
CSV file
If you would like to import multiple trainees at one time, you can import a tab-delimited .csv or .txt file. Start by downloading the sample CSV file to see the correct format to use. The file format has only two columns: email and supervisor. For all trainees you want to upload and/or update, simply include their email address and either “yes” or “no” in the supervisor column.
Once you have your file prepared, you can browse and upload it. Select Invite to training if desired at this time, otherwise leave it unchecked if you wish to skip this step for now. You can invite the trainees later as needed.
Click Save & continue.
Tip: Any email in the CSV that already exists in your Spot database will be updated with the details from the CSV.
Trainees no longer found in your CSV file will be removed from your Spot database. They will be deactivated and hidden, and any training, questions, surveys and reports will remain intact.
Copy/paste
As an alternate method to add multiple trainees, you may copy & paste email addresses, separated by a comma with no spaces between to add the trainees. Select Invite to training if desired at this time, otherwise leave it unchecked if you wish to skip this step for now. You can invite the trainees later as needed.
Click Save & continue.
Tip: With this method, you are adding only email addresses and not any other data. You can Edit individual trainees once they've been added to update other information if needed.