Enter completion records all at once
Q: I have a number of completion records to enter. Can I enter them all at once, instead of having to pick each employee from the list one-by-one?
A: Yes, you may add records all at once for a group of individuals, or "batch-add" records. Below are a variety of ways to add group of records or import them from Excel.
From the Client interface, please follow these steps:
or view the tutorial here: https://libertylabs.com/tthelp13/Train_comp_batch.htm
1. From the navigation pane on the left, click the "Quick-add" button. A pop-up box will open.
2. Select the Training at the top of the box.
3. Below, check the box next to each employee who completed the training (OR select a job title or department and click "Check" to check all members at once).
4. Enter the completion date and click "Add".
You may also mark completions all at once for employees who are enrolled in a class. From the class screen, click "mark all complete". See more information here: https://libertylabs.com/tthelp13/Training_class_complete.htm
From the web interface, please follow these steps:
To mark required employees complete all at once:
1. From the Training Detail screen, Status tab, click "Mark all complete".
2. Type in the completion date and click "Set Date".
3. Edit the records as needed, but be sure there is a date in the top row.
4. At the bottom of the screen, click "Add Records".
View more information here: https://libertylabs.com/TT13HelpWeb/TrainCompleteAllPage.html
To mark completions for employees who are enrolled in a class:
1. From the Class Detail screen, click "Enter completions for this class".
2. Type in the completion date and click "Set Date".
3. Edit the records as needed, but be sure there is a date in the top row.
4. At the bottom of the screen, click "Add Records".
View more information here: https://libertylabs.com/TT13HelpWeb/classlist.html
You may also import records from Excel as a means of adding records for groups of employees all at once. Click "Import Data" from the navigation pane in the client interface, or select "Import" from the menu bar in the web edition.
More information on importing completions from the Client interface: https://libertylabs.com/tthelp13/Import_comp.htm
More information on importing completions from the Web interface: https://libertylabs.com/TT13HelpWeb/import_complete.html
We think it's important for you to be able to add groups of records with minimal effort, so if you need further assistance, please contact us and we would be happy to help.