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Add a Training Course

Add a training course to your library so it can be assigned to your team. A training records its provider, category and duration, and can be marked mandatory or CQC regulated.

Add a Training Course​

To add a training course, follow these steps:

  1. Sign in to your "Workmax" account with a manager or admin account.
  2. Go to the "Training" section.
  3. Click on the "New Training" button.
  4. Enter the training details:
    • Training Name
    • Description (Optional)
    • Category (for example Safeguarding adults, Manual handling, Medication management, First aid, Health and safety)
    • Delivery Method (for example E-learning, Classroom based, Blended, On the job, Shadowing)
    • Duration and Duration Unit (Optional)
    • Provider and Provider Accreditation (Optional)
    • Regulatory Reference (Optional)
  5. Set any of the following options as needed:
    • Is Mandatory — all employees must complete this training.
    • CQC Regulated — required by CQC regulations.
    • Refresher Required — must be renewed after it expires. When on, set the Validity Period and Validity Period Unit.
    • Requires Evidence — employees must upload evidence when they complete it.
  6. (Optional) Add Linked Skills, Skills Awarded and Learning Outcomes.
  7. Click on the "Create Training" button.

Workmax adds the training to your course library, ready to assign to people. If you have any questions or need help, please contact Workmax Support.