TRAIN TRACK® Web Edition Help Manual

Revisions

TRAIN TRACK® keeps track of your training or document revisions, and also allows you to track revisions for controlled documents, collect signatures, and release the new revision.

A document may be associated with each revision. The current revision is displayed with each training record. Each time a training is completed, the current revision number is stored with the completion record. When you release a new revision, you can decide if employees need to be re-trained on the new revision or not. If you indicate that re-training is required, then all completions from the previous revisions will be expired on the new revision release date. You can also view the revision history for each training or document.

The process for adding a new revision will be different for controlled and non-controlled documents. For non-controlled documents, you can release the revision right away. For controlled documents, all of the required signatures need to be collected before the document can be released.

For Non-Controlled training documents

View Revisions

Add Revision

Edit Revision

Delete Revision

For Controlled Documents

To use the document release feature, you will need to assign document approvers, set up automatic email to notify approvers that a signature is needed, initiate the revision, collect signatures, and release the revision.

View Revisions

Initiate Revision

Edit Revision

 

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View Revisions

 

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View Revisions

To view revisions, follow these steps

Step	Illustration
1. From the navigation bar, select Training > Edit.
2. The Training List screen will open. Click the Training Title.
3. The Training Detail screen will open. Click Revision.
4. The Revision screen will open. Click the Revision Number.
5. The Revision Detail screen will open.

 

The process for adding a new revision will be different for controlled and non-controlled documents. For non-controlled documents, you can release the revision right away. For controlled documents, all of the required signatures need to be collected before the document can be released.

 

To add a revision for a Controlled Document, follow these steps

Step	Illustration
1. From the navigation bar, select Training > Edit.
2. The Training List screen will open. Click the Training Title.
3. The Training Detail screen will open. Click Revision.
4. The Revision screen will open.
5. Click Add a New Revision.
6. The Add Revision screen will open. Type in the New Revision.
7. Enter an external ECO number if you have one. Select if employees need to be re-trainind, and add a reason, description and document link. Click Add. IMPORTANT: Make sure the appropriate Approvers have been selected, and make sure your automatic email is set to send notices of signatures due. After signatures have been completed, you can view the list of pending revisions and release the document.
8. From the menu bar, select Training > Pending.
9. The list of Pending Revisions will open. Check the status of the revision. If it "Ready to Release", click the Revision Number. Note: if it is "Pending", you can click the Revision Number to view which signatures are missing.
10. Click Release Document.
11. Enter your user name and password and indicate if you have verified the document and the training requirements. Click Submit.

 

To edit a revision, follow these steps

Step	Illustration
1. From the navigation bar, select Training > View/Edit.
2. The Training List screen will open. Click the Training Title.
3. The Training Detail screen will open. Click Revision.
4. The Revision screen will open.
5. Click on the Revision you wish to edit.
6. The Revision Detail screen will open. Edit the record and click Save Changes.

 

 

To delete a revision, follow these steps

Step	Illustration
1. From the navigation bar, select Training > View/Edit.
2. The Training List screen will open. Click the Training Title.
3. The Training Detail screen will open. Click Revision.
4. The Revision screen will open.
5. Click on the Revision you wish to delete.
6. The Revision Detail screen will open. Click Delete Revision.
7. The Delete Revision screen will open. Click Delete.