Back to Help Menu

TRAIN TRACK® Web Edition Help Manual

Classes

TRAIN TRACK® allows you to schedule classes in advance and enroll employees, or allow employees to register for classes themselves. You may limit enrollment in each class by setting a maximum capacity for the class location. You may also view or edit existing classes and enrolled employees, and mark completions for a class all at once.

 

Add a Scheduled Class

To add a class, follow these steps

Step Illustration
1. From the navigation bar, select Class > Add Class. Add Class
2. The Schedule Classes screen will open. Select the Training. Select Training
3. Enter the Instructor (optional). Instructor
4. Select the Class Start Date and Class End Date. Date and Time
5. Enter the Class Start Time and Class End Time.

6. Select the Class Location. If you have added a capacity for the selected location, then enrollment will be limited to that capacity. See Class Location.

 Location
7. Enter additional information (optional) and click Add Class. Add Class

 

 

View Class List

To view the list of scheduled classes, select Classes > View/Enroll from the navigation bar. The Class List screen will open. This screen displays a list of all scheduled classes for future dates.

The following fields are included:

  1. Class ID
  2. Training Title
  3. Training Number
  4. Instructor
  5. Class Start Date
  6. Start Weekday
  7. Class End Date
  8. End Weekday
  9. Class Start Time
  10. Class End Time
  11. Class Location

 

View Class Detail

To open the detail record, select a class from the list and click on the Class ID. The class detail screen will open.

Class List

 

View Participants

The detail screen includes a list of employees scheduled for the class. It also displays the class capacity and the total number enrolled. There is a link to print a sign-in sheet for the class.

Class Detail

 

Enroll

Any user may enroll in a scheduled class. To enroll, follow these steps:

1. Locate the class on the class list and click the Class ID.
2. Click Enroll in this class.
3. On the confirmation page, click Enroll.
4. The email notification screen will open. If you wish to send an email notification to the employee, click Send. Note: A valid host and email address must be listed in the address field. If no address is present, you may type one in. For more information on setting up your mail server, click here.

 

 

Completed Classes

To view the list of completed classes, select Classes > Completed Classes from the navigation bar. The Class List screen will open. This screen displays a list of all scheduled classes for past dates.

 

Mark All Completed

To mark completions for a scheduled class at once, follow these steps:

  1. From the navigation bar, for a future class select Classes > View / Enroll or for a past class select Classes > Completed Classes.
  2. The class list will open. Select the class and click on the Class ID.
  3. The Class Participants screen will open.
  4. From the list of participants, click Enter Completions for this Class.
  5. Click Mark All Complete. The listed date will be inserted as completion dates for the enrolled employees. If one or more employees did not complete the class, you will need to go back and delete those completion records. Note that the date fields cannot be blank when adding completions as a group.

    .

Delete Class

To delete a class, follow these steps:

1. Locate the class on the class list and click the Class ID.
2. Click Delete Class.
3. Click Delete.

.

Delete a Participant

To delete a participant from a class, follow these steps:

1. Locate the class on the class list and click the Class ID.
2. From the Class Participants screen, locate the participant and click on the record ID.
3. Click Delete.