Last Updated 10/09/25
You have the ability to assign a To-Do list item for the trainer to be notified of what training they need to perform in person, and when it is due. This article outlines the steps of assigning training in this manner.
Assigning a Single Training to the Trainer's To-Do List - WEB
1. 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:
Step 1: Basic Information
Training Template: If you plan to assign a training for which a template already exists, select it here.
Training Format: Choose In-Person
Add to Folder: (Optional) Choose a training folder where this training should be stored. This requires you to have already created folder(s).
Step 2: 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.
In the Type of In-Person Training section, choose Assign to the trainer's To-Do list:
OPTIONAL: You can check the Signature Collection box if you want to have a Hybrid Training where the content is delivered in-person, and then all attendees will have two options for completing the quiz and signing for their training participation digital through the iReportSource platform:
A QR Code that gets displayed during/after training for employees to scan with a mobile device. (With this choice, the trainer does not manually select the attendees - their names are added to the attendee list when they scan the code, complete the quiz (if there is one) and submit their signature.
The Quiz (if applicable) and digital signature to acknowledge completion of training is added to each of the attendee's To-Do list as a task to complete.
Step 3: Schedule
Choose the Assign On date - this is when the task to complete the in-person training is added to the trainer's To-Do list and they are notified.
Due by: This is the date by which the trainer should have the training performed.
OPTIONAL: If Signature Collection was checked on the previous step, this is where you select if you want to use the QR code or assign the quiz/signature to the attendee(s) To-Do list.
Add Administrator: Select the trainer and which establishment(s) they are responsible for training. If you select multiple establishments, they will have a task assigned for each one.
5. Click Create:
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