Updated 10/09/25
Assigning a Digital Training (WEB)
Log in at https://ireportapp.com/login
2. From the home page, click on the Training menu and selecting Training:
3. Click on Page Actions -> Create Training in the top right corner:
4. Complete all required fields in the three steps of training assignment:
Basic Information
Training Template: If you plan to assign a training for which a template already exists, select it here.
Training Format: Choose Digital
Add to Folder: (Optional) Choose a training folder where this training should be stored. This requires you to have already created folder(s).
Training Details
If you selected a Template in the Basics step, most training information is populated in non-editable fields.
If you wish to do a one-off training and didn't select a template, you will enter all required fields.
Schedule
Both template and non-template trainings require you to select a schedule option:
Immediately: a one-time training where you select the assign date, due date, and if it will be assigned by Job Title or to individual assignee(s) on the next page.
By Job Title
By Individual Assignee
Repeating: a training that repeats on a frequency of your choosing. You select frequency, how long after assignment it is due, and if it will be assigned by Job Title or to individual assignee(s) on the next page.
By Job Title
By Individual Assignee
Scan on Demand: this creates a QR code for the training that, when scanned, automatically assigns the training to the user. You select the default due date that is added to their To-Do list after they scan the code.
Assignees
When assigning the training, you will be presented with the option of assigning by Job Title or by Employe
Employee: This allows you to select individual employees. Great for those one off trainings.
Job Title: Choose the job title and the training will be assigned to all users who have that job title in their employee profile. Great for setting up recurring training, or training large groups who all require the same training.
You will be asked to select a Group in which to assign the training. Select as may groups as you need (these are your Group/Establishments). Depending on if you chose Employee or Job Title, the system will give you a drop down with the appropriate available options.
NOTE: This will create separate assignments based on the number of groups chosen.
5. Click Create. Depending on the schedule chosen, these will be the next steps:
Immediately: The notification for training will be sent out on the day select (if you chose today's date, it is immediate. If you selected a future date, it will go out that morning, as close to midnight as possible).
Repeating: The first notification will go out the first time your chosen option arrives. For example, if you chose yearly on October 1st, the training notification will go out the morning of October 1st.
Scan On Demand: You will be returned to the single trainings list page. Click on On Demand to view and download the QR code you just created.
Need Further Assistance?
For any questions, please don’t hesitate to contact Customer Success using one of the following methods:
Live chat within the website or mobile app (Need Help? menu option)
Email: support@ireportsource.com
Phone: 513-549-3459 x702