TRAIN TRACK® Web Edition Help Manual

Training Detail Screen

The Training Detail screen displays each training or document, and related information. You may edit or delete records from this screen.

The top section includes:

 

#	Field	Description
1	Training	The title of the training.
2	Description	A description of the training.
3	Type	Select a type from your list of training types.
4	Owner	Select an owner from your list of employees.
5	Link a File or Upload	Paste in a hyperlink to a file on your network that is accessible to users, or click "upload" to upload a file to the web server. This file will be available to exam users before taking an exam. If a file has been uploaded or linked, you may click the link to open the file.
6	Training Document	Identify training documents (used for filtering)
7	Control Document	Identify controlled documents. Signatures will be required for release of new revisions. Also used for filtering.
8	Review Frequency	How many months until the document needs to be revised or reviewed.
9	Next Review	When a review is due. Calculated based on the frequency and date of last review.
10	Number	The unique number of the training.
11	Revision	The version of the training. Revisions are useful to require re-training when there are changes. To view or edit revisions, click on "Revision".
12	Released	The date this version of the training was released.
13	Hours	The number of hours required to complete the training. You may enter partial hours using a decimal.
14	Status	Active or Inactive. Selecting "inactive" allows you to keep the record, but not include it on most screens or reports.
15	Grace Period	The number of days after hire date or after a new revision that the employee has to complete the training. To set a default Grace Period, please go to Settings > Default Expiration.
16	Expires in	The number of months or days until the training expires. Enter a number als delect months or days.
17	Exam Required?	Check the box if an exam is required to complete the training. If this box is checked and the employee has completed the training but has not completed the exam, the status will be "failed".
18	Child Modules Needed	If this is a parent or umbrella training, the number of child modules that must be completed for the parent to be considered completed. To view or edit child modules, click on "Child Modules".
19	Series	Click to view or edit series training.

 

The lower portion of the screen includes:

 

#	Field	Description
1	Save Changes	Click to save any changes you have made.
2	Delete Training	Click to delete this training record. You will confirm the deletion on the next screen.
3	Status Tab	This tab shows the status of required training. Click "Mark all complete" to add completions as a group for required employees. Click a column heading to sort by that column. Click the last name to open the employee detail record.
4	Complete Tab	This tab shows completions that are not expired. Click "Add Completion Records" to add completion records. Click "Import Completions from Excel" to open the import screen. Click "Delete Completion Records" to page through records to delete. Click the last name to open the employee record. Click on the "Completed" field to open the training completion detail record.
5	History Tab	This tab shows all historical completions for this training. Click "Delete Completion Records" to page through records to delete.
6	Required Job Titles Tab	This tab shows job titles required to complete the training. You may also select "All" employees under this tab.
7	Required Departments Tab	This tab shows departments required to complete the training.
8	Required Individuals Tab	This tab shows individuals required to complete the training.
9	Exceptions	Click this link to view employees who are exempt from completing this training.
10	Approvers	Approvers for this document.