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TRAIN TRACK® Web Edition Help Manual

Training Series

One of the advanced features of TRAIN TRACK® is the ability to set up series training. You may designate one training as the first in the series, and require another training a specific number of days after the first one has been completed. For example, you might require an initial extensive training, and then a refresher each year. If a training is designated as a series, then when the first required training has been completed, and the specific number of days have passed, the second training will be required. You may also set up several trainings in a row, for example a three-part training that must be completed in order.

From the series screen, you may also click on the training title to open that training detail record.

Expiration Period

If the initial training is only required once, do not set an expiration period. If the next in the series is required to be re-taken periodically, set the expiration periiod on that training.

 

To add a training series, follow these steps

Step Illustration

1. Add each of the trainings in your series as individual training records (Add Control Records or Add Non-Control Records If you are not sure which to add, Control records require signatures for release; Non-Control do not).

  • Do not set an expiration period for the first training unless you want employees to complete it again.
  • Set an expiration period for the second in the series if employees will need to complete it regularly, such as with an annual refresher.
  
2. From the navigation bar, select Training > List. View Training
3. The Training List screen will open. Click on the name of the training that is the first in the series.
4. The Training Detail screen will open. Click Series.
5. The Series screen will open. Select the Training that will be next in your series.
6. Thpe in tghe number of days after the first training is complete that the next training will be required. For example, for an anuual refresher, you would enter 365 days. .
6. Click Add.
 

To delete a series, follow these steps

Step Illustration
1. From the navigation bar, select Training > List. View Training
2. The Training List screen will open. Click on the name of the training that is the first in your series.
3. The Training Detail screen will open. Click Series.
4. The Series screen will open. Next to the training you wish to delete, click Edit.
5. The Series Detail screen will open. Click Delete Series.
6. The Delete Series screen will open. Click Delete.