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Post Safe Environment Trained for Individuals

With this quick posting, you can select or clear the Safe Environment Trained checkbox on multiple records. This checkbox displays at the top-right of the Safe Environment window. When this option is selected, the safe environment trained icon green shield with blue outline and white checkmark displays on the record.

  1. On the Information tab, click Members > Quick Posting > Safe Environment Trained.
  2. Select whether to use automatic updating or individual entry, then click Next.
  3. If you selected automatic updating:
    1. Make selections to build your list of records to process, then click Next.
    2. To set the checkbox differently for each individual, select the first option. To set it the same for your entire list, select the second option, then set the checkbox. Click Next.
  4. If you selected individual entry:
    1. Set the checkbox, select an individual, and click Add Member to List.
    2. Repeat this for each record you want to process. When you're finished, click Next.
  5. Review your list. If needed, select or clear the checkbox. When you're ready to post to the selected records, click Next.
  6. To post, click Finish.