Ask about training and certificates, and assign courses

What moves

The Copilot reads courses, enrolments, certificates, candidates, payments and dashboards and, after confirmation, assigns courses, registers candidates, issues or renews certificates and approves second-person requests.

Before you start

• Learning & Certification and AI Copilot in your plan
• An AI provider set up for your company
• The person holds the permission the action needs

Step by step

1. HR managerAI Copilot

   Asks which safety certificates expire this quarter.

   You see:The certificates and holders are listed.

2. HR managerAI Copilot

   Asks to assign the refresher course to those people.

   You see:A card shows the assignment and waits for Run.

3. SystemLearning & Certification (LMS)

   Checks the permission and the manager's departments, then creates the assignments.

   You see:The course appears in each person's My courses.

4. EmployeeAI Copilot

   Asks what courses they are enrolled in.

   You see:Their own enrolments are listed.

Related

• AI Copilot
• Learning & Certification (LMS)
• Ask about vehicles and the papers that expire
• Ask company policy and get an answer from your own documents
• Ask questions no report answers, and export the result
• Leave is filed and approved through the Copilot
• The Copilot is switched on, set up and first used
• Connections between modules