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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 | |
| 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 | |
| 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 Started and a Date Due for any employee. | 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 for training due. | Yes | Yes | Yes |
| Send automatic email notices and reminder notices for classes scheduled. | Yes | Yes | Yes | |
| Send automatic email notices to supervisors for training due. | Yes | Yes | Yes | |
| Send automatic email to new employees with their login information. | - | Yes | Yes | |
| Send automatic email notices to a list of recipients. | Yes | Yes | - | |
| Send notices as they become due, or send them monthly. | - | Yes | - | |
| Send an instant email notice when you enroll an employee in a class. | - | - | 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. | 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 | Yes | |
| Revert to a previous revision. | Yes | Yes | - | |
| You may over-ride 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 | |
| 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 | |
| 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 | |
| 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 |
| 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. | Yes | Yes | Yes | |
| Filter reports for any criteria from multiple fields at once. (for example, all training completed in May by employees in the IT department or with job title containing "Manager"). | Yes | Yes | - | |
| Print individual certificates of completion, or print them for an entire class. | Yes | Yes | - | |
| Print over 60 standard reports featuring your own logo. | Yes | Yes | - | |
| Print all reports on Letter or A4 paper. | Yes | Yes | - | |
| Import and Export | Import data from another program or file using the Excel® templates. 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® 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 records for confirmation. | 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 | |
| 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. Exam-level users do NOT require their own user license. | - | Yes | Yes | |
| Users are authenticated using their Windows® login, or a user name and encrypted password. | Yes | Yes | 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 available (purchased separately). | - | Yes | Yes | |
| Support | Support is available via support tickets, knowledge base, tutorials, free online training, email and phone for all licensed users. | 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 |
