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Managing and Completing your easyAML modules

Everything in the Training section - the dashboard, assigning staff, and completing your modules.

How to manage and complete your assigned easyAML training modules. Training is allocated automatically based on each user's AML role, and completion (together with PDD) gates operational CDD access. Open Your Training from the dashboard to see and complete your modules.

On this page: Download the manual · Watch the video · Step-by-step guide

Download a copy: Managing and Completing AML Training - TRN-01 (PDF). The complete easyAML Platform User Manual (July 2026) (PDF) is also available.

Step-by-step guide

  1. Welcome to easy AML.\ In this guide we'll walk you through how to manage and complete your AML training modules - covering the training dashboard, assigning staff, and completing your own required courses- To get started, head to the left navigation and select **Training** to expand the training section.
  2. From there, go ahead and open the **Training Dashboard** - this is your home base for everything training related across your organisation (open directly).
  3. The Training Dashboard gives you a live snapshot of all your training modules and where your team is at with each one.
  4. If you need a record of where everyone's up to, hit **Export Report** to download a full completion summary - handy for audits or internal reviews.
  5. To take a closer look at any module, find it under **Training Modules** and select **View Details** - this shows you the full content outline and what's covered.
  6. Should you need to assign a staff member to a module, you can do so directly from this page by selecting **Add Staff.**
  7. To check an individual staff member's progress, click **Staff Training Status.** Each employee displays a **Completion** status - if it's outstanding, they may need a reminder to finish their training.
  8. Now for your own training - select **Your Training** from the left navigation and you'll be taken straight to your personal training view.
  9. This screen shows you exactly where you're at - your overall progress, how many modules you've completed, how many are still to go, and any certificates you've earned so far.
  10. If you scroll down a little and you'll find your full list of required modules. These are specific to your role, so what you see here may be different to your colleagues.
  11. When you're ready to get into a module, hit **Start Course** to launch it
  12. You'll land on an overview page that gives you a quick summary of what the module covers. Have a read through, and when you're ready to go, select **Start Training** to begin.
  13. That's everything you need to know about managing and completing your AML training. If you have any questions, reach out to our support team via phone or email and we'll be happy to help.