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TRAIN TRACK® Web Edition Help Manual

Training or Document Approver

TRAIN TRACK® allows you to assign approvers for each document. When a new release is initiated, if you have set up automatic email to notify employees of signatures due, the approvers will be notified. The approvers can log in to review and sign the documents. Once all required signatures are completed, you can release the document.

 

Add Approver

To add a training or document approver, follow these steps

Step Illustration
1. From the navigation bar, select Training > Edit. Edit Training
2. The Training List screen will open. Click on the title you wish to delete. Training List
3. The Training Detail screen will open. Click Approvers. Note that the "Approvers" tab is only visible on contrtolled documents. Approvers Tab
4. The Approvers screen will open. Click Add Approver. Add Approver
5. The Add Approver screen will open. Select an employee name, check the box if this is the author, and click Add. Select Employee and click Add

Delete Approver

To deleted an approver, follow these steps

Step Illustration
1. Navigate to the Approver screen. Locate the approver you wish to delete and click Delete. Select Approver
2. The Delete screen will open. Click Delete. Delete Approver