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    • Add a Training Record

      Add a Student Training Record

      The ‘Add Student Records’ feature is for adding student training histories. Once saved to ‘Training Done’, the record will also appear on the ‘Training’ tab on the employee’s personnel record in People > People sub-module.

      Click 'Add' on the ‘Training Done’ browse screen.

      1. The ‘Add Student Record’ window will appear.
      2. Populate the ‘Region’, ‘Site’ and ‘Company’ fields then select the appropriate employee from the ‘Student’ field.
      3. Click the ‘Check’ Assignment’ button to see if the student is already connected to any courses by their name, job title, people type or site.
      4. The ‘Current Training Assignments’ window will appear. Review the list and click ‘OK’ when complete.
      5. To modify any course-data connections that may result in duplicate training records, go back to the ‘Training Control Center’ tree and double-click the appropriate course-data connection on the tree list.
      6. In the ‘Select course(s)’ box, select the appropriate courses that the students have attended classes in. To select multiple courses to add to the employee’s records, hold down the CTRL key and click to select the courses. NOTE: When creating training done records for multiple courses at once, the ‘Training Details’ (including ‘Score’) and ‘Complete’ and ‘Passed’ checkboxes will be recorded as the same for each course that is selected, so ensure that the details are relevant for all courses, or add separate records for each course.
      7. Click the ‘Complete’ and ‘Passed’ checkboxes as necessary.
      8. Click the ‘Assign student to selected course(s) for future training’ checkbox as appropriate.

      To add multiple records for the same course, click the 'Carry data forward to next new record' checkbox to add several student records for the same course. This copies the information for each subsequent historical training record that is created for that course.

      1. Click ‘Save’ when complete.
      2. A pop up will appear, asking if you would like to create another record. Click ‘Yes’ or ‘No’ as required.
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    • Edit a Training Record

      Edit a Student Training Record

      1. From the Main Menu, click training.
      2. Click Training Done.
      3. On the ‘Training Done’ browse screen, double-click the record to be edited, or select it and click 'Edit'.
      4. The ‘Edit Student Record’ window will appear. Make the appropriate changes.
      5. Click ‘Save’ when complete.

      To change the course name:

      1. Click the ‘Change’ button beside the ‘Course Name’ field.
      2. Select the appropriate course from the ‘Course Name’ drop-down that appears.
      3. Click ‘OK’.
      4. Click ‘Save’ when complete.
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    • Printing Training Records

      Print an Individual Training Done Certificate

      1. Open the appropriate record.
      2. Select a certificate type from the ‘Reports’ drop-down field at the bottom of the ‘Edit Student Training Record’ window. There are four types of certificates to choose from; print preview each option to ensure you are printing the appropriate certificate.
      3. A print preview window will appear. Double-check the information.
      4. Click the ‘Print’ icon on the ‘Print Options’ toolbar. If the ‘Print Options’ toolbar is not visible on the print preview screen, right-click on the report to view the print options menu.

      Print a Wallet-sized Training Done Certificate

      1. Select ‘Wallet sized Card’ from the ‘Reports’ drop-down list at the top of the ‘Training Done’ browse screen. The ‘Wallet sized Certificate’ print options window will appear.
      2. Click to select the appropriate training courses to print certificates for; to print multiple courses on one certificate, press CTRL while clicking to select the courses.
      3. Click the ‘Printer’ icon.
      4. A print preview window will appear. Double-check the information.
      5. Right-click on the report to view the print options menu and click ‘Print’.
      6. To print individual certificates for each training course, follow the steps above as many times as required.

      Print a Company Training Done Report

      1. Choose a filter, if applicable.
      2. Select the appropriate report type from the ‘Reports’ drop-down list at the top of the ‘Training Done’ browse screen.
      3. A print preview window will appear. Double-check the information.
      4. Click the 'Print' icon on the ‘Print Options’ toolbar. If the ‘Print Options’ toolbar is not visible on the print preview screen, right-click on the report to view the print options menu.
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