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Training Records
Module: Regulatory Compliance Hub
Where to open in admin
- Log in to Admin.
- Open sidebar menu Regulatory Compliance Hub.
- Click Training Records.
- Direct route (for admins):
admin/regulatory_compliance_hub/regulatory_compliance_hub_training_records
What this screen is for
Work with **Training Records** records inside Regulatory Compliance Hub (list, create, edit, and process according to your role).
How to use — step by step
- Open the screen from the module sidebar menu.
- Use Search / Filters to find existing records.
- Click New or Add to create a record; fill required fields marked with *.
- Save as draft if the module supports drafts; otherwise save and continue editing.
- Use Edit on a row to update; use Delete only when policy allows and no dependencies exist.
- If an approval workflow exists, submit the record and ask an approver to approve/post.
- Use related Reports or Dashboard widgets to verify the outcome of your work.
Common buttons & actions
- New / Add
- Edit
- Delete
- Filter
- Export
- Approve/Post (if enabled)
Required permissions
Staff need the rch_training_records feature with: view, create, edit, delete.
Assign under Setup → Staff → Roles → Permissions.
Tips from module settings
- Required for staff compliance scorecard
Related guides
See the Regulatory Compliance Hub overview for module-wide workflows, API, and setup.