TRAINING DETAIL

The Training Detail screen allows you to view individual training records in detail. You may use the navigation buttons at the bottom of the screen to page through records, or you may use the sort or find functions on any field.

The top of this screen contains training information:

• Training Title  
• Number
• Revision
• Release Date
• Description
• Training Type: Select a type from the list, or type in a new one, or double-click the field to open the list of types.
• Link: Allows you to link any type of document, file, or folder to the training record. Linked documents may be viewed by employees prior to taking an electronic exam. (if you are unable to open the link, see Troubleshooting).
• Status: Active or Inactive
• Training Hours
• Exam Required?
• Expires In: The number of months this training will be valid before a renewal is needed. Expiration dates are automatically calculated based on this number. Leave this field blank if you do not want a training to expire.
• Required for All employees?

The center of the screen contains two drop-down menus that allow you to select a category and sub-category of related data to display. Information about specific categories of data is described in the following sections.

To display related data follow these steps:

1. On the Training Detail screen, locate the training you wish to view data for.
2. Select a category from the menu on the left.
   
   
   
   
3. Select a sub-category from the menu on the right.
   
   

At the bottom left of the screen are buttons for:

• Add a New Revision (see Training Revision)
• Add Required as a Group (see Required Training)
• Add Completed as a Group (see Completed Training)
• Add Individual Completions (see Completed Training)

At the bottom right are buttons to print reports for this training (see Reports below):

• Status Report
• Complete Report
• History Report

View or Edit Training Details

To view or edit individual training records, follow these steps:

1. Open any screen.
2. From the navigation pane on the left, select Training List.
3. From the Training List screen, locate the training you wish to view or edit.
4. Double-click on Training Title to open the detail record.
5. View or edit records in the Training Detail screen.

Or you may follow these steps:

1. Open any screen.
2. From the navigation pane on the left, select Training Detail.
3. The Training Detail screen will open. If you have not entered any data, a new (blank) record will be displayed.
4. Use the navigation buttons at the bottom of the screen to page through records, or right-click on any field to sort or find by that field.
5. View or edit records.

Find a Training

There are three common methods for finding a training on the Training Detail screen:

1. Use the "Search" box.
2. Use the "Find" function.
3. Sort the records, then use the navigation buttons to page through the records.

To find a training using the search box, follow these steps:

1. Open the Training Detail screen.
2. Type all or part of the training title you wish to find into the Search box.
3. Click Go.
4. If a matching record is found, it will be displayed.

To find a training using the find function, follow these steps:

1. Open the Training Detail screen.
2. Click on the field you wish to search.
3. From the Menu Bar, select Find.
4. The Find and Replace box will open.
5. In Find What, type the text you wish to find. If you have only entered part of the text you wish to find, you also need to select "any part of field" next to Match.
6. Click Find Next.

To find a training using the navigation buttons, follow these steps:

1. Open the Training Detail screen.
2. Click on the field you wish to sort by.
3. From the Menu Bar, select Sort A-Z or Sort Z-A.
4. Use the navigation buttons at the bottom to page through the records.

Add a Training

You may add a new training from the Training Detail screen.

To add a new training, follow these steps:

1. Open the Training Detail screen.
2. Click the New button on the navigation buttons at the bottom of the screen.
3. A new (blank) record will open.
4. Type in the Training Title.
5. Add data to the other fields as needed.

Duplicate Training Records

If the program recognizes a duplicate training record, it will alert the user and not allow the record to be added.

Delete a Training

To delete a training, follow these steps:

1. Open the Training Detail screen.
2. Locate the training you wish to delete.
3. Click the Delete button.
4. A pop-up box will ask if you want to delete the record. Click Yes.

Print Reports

From the Training Detail screen, you may print reports that include only the individual training shown on the screen. The Status report lists all employees who are required to complete the training, and their status. The Complete report lists all employees who have completed the training (where the training completion has not expired), and the History report includes a history of all completions.

To print the Status report, follow these steps:

1. Open the Training Detail screen.
2. At the bottom of the screen, click Status Report.
3. The report will open in print preview.
4. Click Print from the Menu Bar.
5. The print dialog will open.
6. Select printer settings, and click Print.

To print the Complete report, follow these steps:

1. Open the Training Detail screen.
2. At the bottom of the screen, click Complete Report.
3. The report will open in print preview.
4. Click Print from the Menu Bar.
5. The print dialog will open.
6. Select printer settings, and click Print.

To print the History report, follow these steps:

1. Open the Training Detail screen.
2. At the bottom of the screen, click History Report.
3. The report will open in print preview.
4. Click Print from the Menu Bar.
5. The print dialog will open.
6. Select printer settings, and click Print.