Schedule a Live Demo Free 90-Day Trial Watch our Quick Demo
The Installed and the Cloud editions include all features. The table below indicates which interface each feature may be found in. If you have any questions about features, please contact us and we would be happy to answer your questions or schedule a live demonstration for you.
| Category | Feature | Desktop | Client | Web |
|---|---|---|---|---|
| Training Records | Training records include Title, Number, Revision, Release date, Description, Type, Hours, Expiration period and length, Grace period, Status, and Exam requirements. | Yes | Yes | Yes |
| Attach any type of document or file to each training record, and allow employees to review the file before taking an exam. | Yes | Yes | Yes | |
| Upload training documents or files directly to the server for each document revision. | - | - | Yes | |
| Set a training to "inactive" to keep the record but exclude it from most screens and reports. | Yes | Yes | Yes | |
| Select to sort by training title or training number, and all screens and reports will automatically be sorted that way. | Yes | Yes | - | |
| Designate an Owner or Author for each training record. | - | Yes | Yes | |
| Globally update a document owner and move all assigned documents to a new owner at once. | - | - | Yes | |
| Document Control | Designate records as controlled documents. | - | - | Yes |
| Assign document approvers, send automatic notices and collect signatures online. | - | - | Yes | |
| All signatures must be complete before the document is released. | - | - | Yes | |
| View pending documents and pending signatures. | - | - | Yes | |
| Print an Engineering Change Order (ECO) Log showing all document revisions and releases. | - | - | Yes | |
| Indicate how often each document must be reviewed, set a default review frequency, sign reviews and see a review schedule. | - | - | Yes | |
| Employee Records | Employee records include Employee name, ID number, Phone, Email, Hire date, Job title, Department, Supervisor, Employee type, Shift, and Location. | Yes | Yes | Yes |
| Add new job titles, departments, shifts, locations, or employee types as you need them, or by importing them with your employee data. | Yes | Yes | Yes | |
| Assign multiple job titles to each employee. | Yes | Yes | Yes | |
| Job title history is saved any time a job title is changed, and can be edited. | - | Yes | Yes | |
| Link a document or file to each employee record. | Yes | Yes | Yes | |
| Set the status of an employee to "inactive" to keep the data but not include it in reports. | Yes | Yes | Yes | |
| Track additional HR information and photo, skills, qualifications, and certificates; view subordinates, and see if employee has completed required training for any selected job title. | - | Yes | - | |
| Globally update a supervisor and transfer all of their subordinates to a new supervisor at once. | - | Yes | Yes | |
| Assign Required Training | Assign required training by job title, department, individual, company-wide, or any combination. You can Assign multiple job titles to each employee, so you can use these to describe any group of employees that needs training. | Yes | Yes | Yes |
| Exclude individuals from a required training. | Yes | Yes | Yes | |
| Exclude job titles or departments from a required training. | - | Yes | Yes | |
| Exclude from a required training by hire date range. | Yes | Yes | - | |
| Set up parent/child training so that when the parent is required, all of the children are required. | - | Yes | Yes | |
| Require a second training after a first training is complete. | - | Yes | Yes | |
| When a new employee is added, the required training is automatically listed based on job titles and department. | Yes | Yes | Yes | |
| Add a date training started for any employee. | Yes | Yes | - | |
| Add a Date Due for any employee. | Yes | Yes | Yes | |
| Status is automatically calculated as needed, scheduled, completed, failed (if an exam is required), or expired. | Yes | Yes | Yes | |
| Notify Employees | Send automatic email notices to employees and supervisors for training due. | Yes | Yes | Yes |
| Send automatic email notices and reminder notices to employees and supervisors for classes scheduled. | Yes | Yes | Yes | |
| Email notices include a link to add the scheduled class to your calendar. | - | - | Yes | |
| Send automatic email to new employees with their TRAIN TRACK® login information. | - | Yes | Yes | |
| Send automatic email notices to a list of recipients. | Yes | Yes | Yes | |
| Schedule notices to be sent automatically each day (no login needed). | - | - | Yes | |
| Notices are automaticall sent when someone logs in to TRAIN TRACK®. | Yes | Yes | - | |
| Set how often to send notices until training is complete. | Yes | Yes | Yes | |
| Edit the message to be sent with email notices. | Yes | Yes | Yes | |
| Manually send email notices to employees, supervisors, or a list of recipients for training due or scheduled. | Yes | Yes | - | |
| Expiration, Revision, and Re-Training | Specify a grace period before training is due, and set a default grace period. | Yes | Yes | Yes |
| Training can be set to expire after a specified number of months or days, or never. | Yes | Yes | Yes | |
| When completions are entered, the expiration date is automatically calculated. | Yes | Yes | Yes | |
| When you have a new revision for a training (or document), you may elect to automatically expire all completions from the previous version. | Yes | Yes | Yes | |
| Import new revisions. | - | Yes | Yes | |
| Revert to a previous revision. | Yes | Yes | - | |
| You may override the calculated expiration by manually entering an expiration date. | Yes | Yes | Yes | |
| Classes | Schedule classes and enroll employees. | Yes | Yes | Yes |
| Indicate a maximum capacity for each training location to limit enrollment. | Yes | Yes | Yes | |
| Enroll all required employees as a group. | - | - | Yes | |
| Set up approved trainers. | Yes | Yes | - | |
| Allow employees to log in to enroll in classes or cancel enrollment. | - | - | Yes | |
| Schedule multi-day classes. | - | Yes | Yes | |
| View scheduled classes in calendar format. | - | - | Yes | |
| Exams | Allow employees to take exams electronically, or indicate that they have completed a training and sign the record with an electronic signature. | Yes | Yes | Yes |
| Allow employees to review a linked document or presentation before taking the exam. | Yes | Yes | Yes | |
| Exams are available 30 days before the training expires. | Yes | Yes | Yes | |
| Allow employees to select a completion date separate from their signature date when submitting exams. | - | - | Yes | |
| View completed exams with answers and scores. | Yes | Yes | Yes | |
| Upload training documents to the server and create automatic links. | - | Yes | Yes | |
| Upload an image to display with each question. | - | - | Yes | |
| Track Training Completions | Completion records may be added for both required and non-required training. | Yes | Yes | Yes |
| Enter completion records for groups of employees all at once. | Yes | Yes | Yes | |
| Print class sign-in sheets with barcodes and scan the barcodes to easily record completions. | Yes | Yes | - | |
| Retain training history when an employee completes a training multiple times over the years. | Yes | Yes | Yes | |
| Attach a document or file to each training completion record. | Yes | Yes | Yes | Completions are automatically recorded when employees pass online exams. | Yes | Yes | Yes |
| Completions are automatically recorded when employees sign document revisions or document reviews. | - | - | Yes | |
| Metrics and Reports | View the status of all employees required to complete each training. | Yes | Yes | Yes |
| Print a variety of standard reports. | Yes | Yes | Yes | |
| Use filters to create custom reports. Filter by multiple fields and select fields to display. | Yes | Yes | Yes | |
| Print certificates of completion. | Yes | Yes | Yes | |
| Print over 60 standard reports featuring your own logo. | Yes | Yes | Yes | |
| Print all reports on Letter or A4 paper. | Yes | Yes | - | |
| Import and Export | Import data into TRAIN TRACK® from another program or file using Excel® or a text file (.csv). New records will be added, and existing records will be updated with new information. | Yes | Yes | Yes |
| When you import records, new items for look-up lists (such as job title or department) will be automatically added to those lists. | Yes | Yes | Yes | |
| Export data to Excel®, .pdf, or other standard file formats, or send it as an email attachment. | Yes | Yes | Yes | |
| Set up automatic imports (requires scheduling a job through SQL Server). | - | Yes | Yes | |
| View imported record confirmation. | Yes | Yes | Yes | |
| User Access Levels | Assign read-and-edit, read-only, or limited access to users. | Yes | Yes | Yes |
| Limit users to only view/edit employees from one department. | - | Yes | - | |
| Limit users to only view/edit their subordinates. | - | Yes | Yes | |
| Set the default login name and password configuration for new employees. | - | Yes | Yes | |
| Allow all employees to log in to view their status, read documents, enroll in classes and take exams. Exam-level users do NOT need their own user license. You may have an unlimited number of these users. | Yes | Yes | Yes | |
| Exam-level users may also enroll in classes or cancel enrollment. | - | - | Yes | |
| An Exam-level user is automatically created when you add a new employee, and the user is locked out if you deactivate or delete the employee. | - | Yes | Yes | |
| Users are authenticated using their Windows® login, or a user name and encrypted password. | Yes | Yes | Yes | |
| Forgotten passwords can be reset using an encrypted link sent via email. | - | - | Yes | |
| Users are locked out of TRAIN TRACK® for 30 minutes after more than three failed login attempts. | - | - | Yes | |
| Sort, Search, and Edit Data | Sort, search, or filter records on any screen by any field. | Yes | Yes | Yes |
| Edit lists for drop-down menus. | Yes | Yes | Yes | |
| Records are locked from accidental editing and data entry validation helps prevent errors and duplicates. | Yes | Yes | Yes | |
| Click on a field to open the related record. For example, when looking at an employee record, click a training title to open. From the training screen, click an employee name to open. | Yes | Yes | Yes | |
| Form validation to prevent errors and duplicate records. | Yes | Yes | Yes | |
| Select which records show on the Training Detail and Employee Detail screens by default. | Yes | Yes | - | |
| Audit Trail and Electronic Signatures | Restore accidentally deleted training or employee records with all related records still intact. | Yes | Yes | Yes |
| An audit trail tracks all record changes and user logins. | - | Yes | Yes | |
| Electronic signatures and compliance with FDA 21 CFR Part 11. | - | Yes | Yes | |
| Validation documents for TRAIN TRACK® are available to purchased separately. | - | Yes | Yes | |
| Support | Support for TRAIN TRACK® is available via support tickets, live chat, email and phone for all licensed users. | Yes | Yes | Yes |
| Help files, tutorials and knowledge base articles are available for each feature and easily accessible through the TRAIN TRACK® user interface. | Yes | Yes | Yes | |
| Free online classes are available to help you get started and get the most out of TRAIN TRACK®. | Yes | Yes | Yes | |
| Customizable | We can customize TRAIN TRACK® for you, or you may customize it yourself with the customizable license. Provides access to all program code and design views of all objects. | Yes | Yes | Yes |