Q: I have a training that will take place next month. How do I enter the training date, and then how do I keep track of when it is happening?

A: A Training record is the topic or material to be covered; a Class is the delivery of that material.

If you have training scheduled for a specific date, first add the training record, then schedule a class for that date. For example, if you wanted to train an employee on forklift safety on June 10th, then "Forklift Safety" would be the training title, and the class would be scheduled for June 10th.

Scheduling a class, and enrolling employees in the class, sets the status of the required training to "scheduled" instead of "needed", so it is clear that you do not need to take action for the requirement. You may also view a report showing upcoming scheduled classes in order to follow up and record the completions after the classes are held.

Tags: Scheduling classes, schedule training.