How to issue courses for a trainee from the client portal

Step 1. Login to your MyRapid account, if the below page appears, click ‘Client Administrator’.

Step 2. Enter into the relevant tile by clicking on the client name.

Step 3. Click the yellow ‘Trainees’ tab

For a new trainee

Step 4. Select ‘Add New Trainee’.

Issue-Induction-Key-tab-client-portal

Step 5. Enter the relevant information as prompted. Courses that have been allocated to a personnel type will be automatically displayed, but if you wish to assign another as well then choose the course name from the ‘Add Another Course’ drop-down.

Step 6. Click ‘Create Trainee’.

Step 7. Enter the trainee’s first and last name & email address. Note that the contact details entered need to be unique to the person. If they are generic, refer to this guide for important info.

Step 8. Click ‘Send’. This will automatically send them an email with their Induction Key, a link to log in and instructions on how to do so. Note that at this stage you can CC yourself or another address into the email if desired.

For an existing trainee

Step 4: Search for the trainee using the filters on the left and click on their name to enter their profile.

Step 5: Scroll down to the bottom of the page and click the ‘Courses’ icon. Click the arrow to expand the course information. This will display the due dates and status of each course. You can then complete the following actions from here:

  • Click Add/Edit course icon to add a new course or change pending course details.
  • Click the Reassign Course icon on the right-hand side of a specific course line to re-induct the trainee for that expired/expiring course.
  • Click the Delete icon next to a course to remove the ‘pending’ status if it is no longer required (note that doing this still leaves a record of the course completion history in the trainee’s profile, if completed in the past).
  • Click on the View Certificate icon to view the Trainee’s certificate for a completed course.
  • Click the Add Certificate icon to add a certificate for a course if the trainee completed it elsewhere, or if no certificate is linked to the course (e.g. for external courses).