How to Edit Job Roles for a Specific Home/Service

The Ability to Add/Edit courses in roles will only be visible if you have been given the appropriate access. This access would usually be given to Regional Managers or Head Office.

Open the navigation bar to access the available sections of Hippo.

Navigate to ‘Services/Homes’ to access your organisation’s services and job roles.

Navigate to **‘Services/Homes’** to access your organisation’s services and job roles.

Select Search Homes.

Search for the required home/service.
Use tags to narrow down your home search.
Manually select the required home or service from the list.

Click into the 'View Roles' button.

Locate the required job role and click ‘View’ to open role details.

Locate the required **job role** and click **‘View’** to open role details.

Click 'Modify' to update compliance course settings for this role.

Toggle 'Mandatory' to instantly set this course as 'Required'.

Remove changes anytime by clicking 'Revert' and restore original course settings.

Add specific home/service required courses without affecting company compliance.

Once loaded into the course click on Add Course.

Once loaded into the course click on **Add Course**.

There can be up to 3 contents per course:

- eLearning - this shows there is an eLearning available for user completion.

- F2F - this will be available on the bookings system (Bookings)

- historical - this allows for a historical training record to be added to the course. (How to add a Training Record)

There can be up to 3 contents per course: - eLearning - this shows there is an eLearning available for user completion. - F2F - this will be available on the bookings system (Bookings) - historical - this allows for a historical training record to be added to the course. (How to add a Training Record)

Make sure you add all available content type options for the course.

Make sure you **add all available content type options** for the course.

Once all required content types have been added, close the pop-up window.

If making full use of the Hippo+ package, enable Assessment Only for any eLearning course with a 12-month renewal period.
Update the pass and distinction rates for individual courses.
Make edits to the frequency of course completion - If making expiry updates, review this using the role report.

Click ‘Back’ to return to the job role overview.

Toggle the 'Mandatory' setting to ensure training compliance for every role.

Add or edit details for role-specific courses, keeping training content up to date.

1) Review the compliance status to confirm that all required mandatory training has been correctly assigned to the role.

2) Remove a course out of a role through clicking on the red 'x' to the left of the course category title.

**2)** Remove a course out of a role through clicking on the **red 'x'** to the left of the course category title.

After making all changes you would like, you can check over your edits by looking at a Role Report.

How to Edit Job Roles for a Specific Home/Service

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