Version 12 has been released! This version has many new features and improvements. You may be eligible for a free update if your subscription or support contract is current.

New Features in the Desktop Interface include:

Training and Employee Records

• Separate records by location. Include training that is only required for a specific location, and limit users to only view one location (a location license is required to limit users to only one location.).*
• Select to sort by training title or training number, and all screens and reports will automatically be sorted that way.
• Select to expire training in days or months.
• "Due By" date calculation has been added with a specified grace period before employees need to complete each training.
• Select which screen shows by default for training detail and employee detail screens.
• Job Title History is recorded any time job titles change.*
• See a list of subordinates under each employee from the employee detail screen.
• Each training and employee must have a unique ID number. If you don't have one, the program will assign one.
• Completion date validation does not allow future dates to be entered.
• Search training records by training title or training number. Search employee records by first name, last name, or number.
• Add-as-a-group data is now stored locally to avoid crossing data in a shared environment.
• Exams are available online 30 days before the training expires.
• Enter completions by scanning in barcodes from sign-in sheets or employee badges.
• See if each required training is required for their job title, department, or individually.
• For each employee, select any job title and see if that employee has completed the training required for the job.

Revisions

• Revert to a previous revision number, and more control over editing revisions.
• Revisions may be imported from Excel®.
• When you edit the revision, the release date is automatically updated.
• If you don't require re-training for the next revision, but you do for a later revision, all previous revision completions will be expired.
• When entering completions, you may only select from existing revisions.

Due By Date

• Set a default grace period before employees need to complete each training, and edit the grace period for individual training records.
• Show a due by date.
  • Due by date is carefully calculated based on a number of factors: grace period, release date, hire date, expiration date, or a date you type in.
  • Due by date is used on due reports and status screens.

Classes

• When you schedule a class and add the start time, the end time is automatically calculated.
• When you add a completion for an employee that was enrolled in a class for that date, the class is automatically marked as completed.
• View classes scheduled and classes completed in separate windows.
• When enrolling employees as a group, enrollment is limited by the room capacity.

Imports

• Now you may import new revisions and automatically update the training record and indicate if re-training is required.
• Displays the imported records for confirmation.
• When importing training records, the records are matched by training number. If you don't have numbers, they will be retrieved from the database, or assigned.
• When importing employee records, the records are matched by ID number. If you don't have ID numbers, they will be retrieved from the database, or assigned.
• Added filters screen out data with errors.
• Import a new supervisor at the same time as a new employee, and the supervisor will be populated to the employee record.
• Automatic imports may be scheduled (requires additional set-up from your IT and scheduling a job in SQL Server full version).*

Automatic Email

• Automatically send notices to employees, supervisors, and/or a list of recipients for:
  • Training due within a specified number of days. Repeat notices after a specified interval if not completed.
  • Training scheduled
  • Reminder of training scheduled within a specified number of days
  • Monthly notices of training due the next 31 days sent on a specified day each month

Reports

• Print reports for Letter or A4 size paper.
• Filter reports by topic, or only show favorites on the report menu.
• Logos now configured centrally to show on all reports.
• Requirement source reports now list the specific source.
• Report filter now includes "Is Null", "Is Not Null", and "Not Equal to" as filtering options for any field.
• New Reports:
  • Class Attendance by Date
  • Completed by Department Average Hours
  • Due by Supervisor
  • Employee Job Titles
  • Employee Roster by Department
  • Employee Roster of Inactive Employees
  • Exceptions by Employee
  • Exceptions by Training
  • Job Titles and Employees
  • Job Title History
  • Job Title History by Employee
  • Required Training by Employee with Source
  • Requirements for Each Employee by Source
  • Status by Requirement Source
  • Status by Supervisor

Users

• Assign users to a specific location or all locations (an additional location license is required for each location assigned).
• Easily search the list of users.
• Users associated with inactive employees are locked out.
• Passwords must be 8 characters, and can't be re-used.

General

• Section 508 Compliance: Controls have been designed for use with a screen reader.
• Primary screens are locked from editing by default to prevent accidental editing. Easily switch to edit mode when you need to edit.
• More search options.
• More data entry validation to avoid errors, null records, or duplicate data.
• Prevents you from entering duplicate items for department, job title, shift, class location, employee type, training type, or user lists.
• You can choose a DSN-less connection, or the traditional connection to your back-end database. The DSN-less connection offers better performance and easier setup, and eliminates the need to have a full version of Access®.*
• The new dashboard screen gives you vital information at a glance.
• MS Office-style Ribbon has been added for convenience.
• Null values are not allowed in identifying fields (such as Last Name, Training Name, lookup list entries, etc.).
• An "x" is available for all record deletions.
• Receive a warning that identifies the specific record you are about to delete before deleting it, to avoid deleting the wrong record.
                                                                                                                  

*Only available in the Client edition (not the Desktop edition).