--- title: "How To: Create a Record" description: Have you tried out our Record keeping?! This will allow you to document a variety of training and incidents. It can also be used to make a record of training that is done separately from our portal. --- [Skip to content](https://support.atlantictraining.com/how-to-create-a-record#main-content) English Show submenu for translations [Submit Ticket](https://support.atlantictraining.com/kb-tickets/new?hsLang=en) ![Logo.webp\]](https://support.atlantictraining.com/hs-fs/hubfs/Logo.webp?height=40&name=Logo.webp) Open main navigation Close main navigation - English Show submenu for translations - [Submit Ticket](https://support.atlantictraining.com/kb-tickets/new) - Contact us Contact us How can we assist you? - There are no suggestions because the search field is empty. 1. [Atlantic Training Support Center: LMS Guides & FAQs](https://support.atlantictraining.com/?hsLang=en) 2. [Features](https://support.atlantictraining.com/features?hsLang=en) 3. [Record Keeping](https://support.atlantictraining.com/features?hsLang=en#record-keeping) # How To: Create a Record ## Have you tried out our Record keeping?! This will allow you to document a variety of training and incidents. It can also be used to make a record of training that is done separately from our portal.                                                                                                                             *Updated: December 23, 2025* **Applicable Role:** All managers **Prerequisites:** - WAVE account (Interactive or Streaming) - Access to records and permission to create one (If you believe you should have the permission, please reach out to support [HERE](https://support.safetysoft.com/kb-tickets/new?hsLang=en&__hstc=4714988.2d9fc7cb258404dd7fcd123763747d5b.1752096163592.1766509012871.1766516051115.109&__hssc=4714988.2.1766516051115&__hsfp=2731758795)) **Step-by-step guide:** 1\. Start on your **Dashboard** under **Reporting** and click the **Records** drop-down, then click **Create New Record**.    ![](https://support.atlantictraining.com/hs-fs/hubfs/image-png-Jan-05-2024-07-40-56-1774-PM.png?width=670&height=689&name=image-png-Jan-05-2024-07-40-56-1774-PM.png)   2\. If you have any previous records they will be listed here, to create a new one select the  **Create Record** button.    ![](https://support.atlantictraining.com/hs-fs/hubfs/image-png-Jan-05-2024-07-43-03-8703-PM.png?width=670&height=794&name=image-png-Jan-05-2024-07-43-03-8703-PM.png)   3\. There are four different records you can create: Classroom Training, Human Resources, Incident, and Near Miss. Select the one that best applies to your situation.    ![](https://support.atlantictraining.com/hs-fs/hubfs/image-png-Jan-05-2024-07-43-30-6488-PM.png?width=670&height=593&name=image-png-Jan-05-2024-07-43-30-6488-PM.png)   4\. You are only required to fill out the **Record Type** and **Record Name**, everything else is optional but beneficial for when you go back to review your record.    ![](https://support.atlantictraining.com/hs-fs/hubfs/image-png-Jan-05-2024-07-44-12-3264-PM.png?width=670&height=603&name=image-png-Jan-05-2024-07-44-12-3264-PM.png)   5\. Adding additional notes is also an option. This will allow you to a description to your Record. It would be used to document training with multiple employees (Classroom Training), lateness (HR), an accident (Incident), and/or potential accident (Near Miss).    ![](https://support.atlantictraining.com/hs-fs/hubfs/image-png-Jan-05-2024-07-44-25-0334-PM.png?width=670&height=439&name=image-png-Jan-05-2024-07-44-25-0334-PM.png)   6\. You can associate Users to your Record, such as those who attended or those who witnessed a training or incident. Select **Save & Continue Edit** to continue adding to this record.   ![](https://support.atlantictraining.com/hs-fs/hubfs/image-png-Jan-05-2024-07-44-42-2727-PM.png?width=670&height=461&name=image-png-Jan-05-2024-07-44-42-2727-PM.png)   7\. To add users click on the **Users** tab at the top of the screen and then select the highlighted **Add User(s) To Record** button.    ![](https://support.atlantictraining.com/hs-fs/hubfs/image-png-Jan-05-2024-07-45-09-2506-PM.png?width=670&height=429&name=image-png-Jan-05-2024-07-45-09-2506-PM.png)     *"If you need further assistance after reading this article, please submit a ticket* [*HERE*](https://support.safetysoft.com/kb-tickets/new?hsLang=en) *and someone from our team will assist you soon!"*  - [Getting Started](https://support.atlantictraining.com/getting-started?hsLang=en#main-content) - [Creating or Adding Users](https://support.atlantictraining.com/getting-started?hsLang=en#creating-or-adding-users) - [Groups](https://support.atlantictraining.com/getting-started?hsLang=en#groups) - [Enrolling](https://support.atlantictraining.com/getting-started?hsLang=en#enrolling) - [Unenrolling](https://support.atlantictraining.com/getting-started?hsLang=en#unenrolling) - [Once You've Gotten Started](https://support.atlantictraining.com/getting-started?hsLang=en#once-youve-gotten-started) - [Learners](https://support.atlantictraining.com/getting-started?hsLang=en#learners) - [Accessing Content](https://support.atlantictraining.com/accessing-content?hsLang=en#main-content) - [Video on Demand](https://support.atlantictraining.com/accessing-content?hsLang=en#video-on-demand) - [SCORM](https://support.atlantictraining.com/accessing-content?hsLang=en#scorm) - [WAVE](https://support.atlantictraining.com/accessing-content?hsLang=en#wave) - [Streaming](https://support.atlantictraining.com/accessing-content?hsLang=en#streaming) - [Accessing DVD Videos and Written Material](https://support.atlantictraining.com/accessing-content?hsLang=en#accessing-dvd-videos-and-written-material) - [Accessing USB Video and Written Materials](https://support.atlantictraining.com/accessing-content?hsLang=en#accessing-usb-video-and-written-materials) - [Features](https://support.atlantictraining.com/features?hsLang=en#main-content) - [Course Builder for WAVE](https://support.atlantictraining.com/features?hsLang=en#course-builder-for-wave) - [Custom Content](https://support.atlantictraining.com/features?hsLang=en#custom-content) - [Record Keeping](https://support.atlantictraining.com/features?hsLang=en#record-keeping) - [Free Resources](https://support.atlantictraining.com/features?hsLang=en#free-resources) - [Frequently Asked Questions](https://support.atlantictraining.com/frequently-asked-questions?hsLang=en#main-content) - [Troubleshooting](https://support.atlantictraining.com/frequently-asked-questions?hsLang=en#troubleshooting) - [Tips and Tricks](https://support.atlantictraining.com/frequently-asked-questions?hsLang=en#tips-and-tricks) - [Helpful Tips](https://support.atlantictraining.com/helpful-tips?hsLang=en#main-content) - [Tips](https://support.atlantictraining.com/helpful-tips?hsLang=en#tips) - [Recommended Applications](https://support.atlantictraining.com/helpful-tips?hsLang=en#recommended-applications) - [Onboarding](https://support.atlantictraining.com/onboarding?hsLang=en#main-content) - [WAVE](https://support.atlantictraining.com/onboarding?hsLang=en#wave) - [VOD](https://support.atlantictraining.com/onboarding?hsLang=en#vod) - [SCORM](https://support.atlantictraining.com/onboarding?hsLang=en#scorm) - [Streaming](https://support.atlantictraining.com/onboarding?hsLang=en#streaming) - [Tech Support Info](https://support.atlantictraining.com/tech-support-info?hsLang=en) - [Learner's Tips](https://support.atlantictraining.com/learners-tips?hsLang=en) [![Chill listening crop-3](https://support.atlantictraining.com/hs-fs/hubfs/Updated%20Atlantic%20Logo-3.webp?height=40&name=Updated%20Atlantic%20Logo-3.webp "Chill listening crop-3")](https://www.atlantictraining.com/) Support Hours: M-F 8:30AM - 5:00PM EST 800-975-7640 Copyright © 2026, Atlantic Training, LLC