How To Link Staff to Courses and Units

Linking Staff to Courses and Units that they are qualified to deliver and assess assist in compliance.

Staff can be approved to deliver all or a selection of Units attached to a Course. It is essential that the Course a staff member is approved to deliver is also ‘linked’ to the Units (especially for accredited courses) so that you can produce an accurate Staff Skills Matrix for audit purposes.

By linking your Trainers and Assessors to Course and Units , you can also view via the Course and Units pages a list of qualified delivery staff qualified to deliver a particular course or unit for planning purposes.

Before you begin:

Required Knowledge: Course and Units

Required LRM Access: Admin

Required Pre-Steps: Add a Course and Units, Add Staff


Navigate to  LRM > Courses & Units


Link Individual Staff to Courses and Units
  1. On the Top Navigation Bar click Staff
  2. Search for the relevant Staff member
  3. Select the Staff member
  4. Left Navigation Bar select Courses and Units
  5. Select Add Courses
  6. Search for the Course
  7. Select Add the Course
  8. On the right hand side select Action and Edit
  9. Select the Units that the Staff member is accredited to deliver in


The Trainer Portal requires the Courses and Units added to a Staff member, when the Staff member logs into their Trainer Portal they will be able to see the Learners that they are assigned to.

You can record the date and the organisation that awarded the qualification to your staff member by adding the details to Step 9


Link multiple Staff to a Course and Units
  1. Open the relevant Course
  2. On the Left Navigation Bar select Staff
  3. Any staff already linked will be listed.
  4. Click Action and Add 
  5. A list of staff marked as trainers will appear. Select the staff you want to add
  6. Save
  1. Open the relevant Unit
  2. On the Left Navigation Bar select Staff
  3. Any staff already linked will be listed.
  4. To add more  select Action and Add
  5. Select Staff
  6. Save

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