Help Files

Contents

Getting Started

NEW: Video Library

Training and Introductory Videos

Introduction

What is TRAIN TRACK®?
Overview
Available Editions
Licenses

Using This Manual
System Requirements
Installation Instructions
User Interface
Additional Help

What's New

New in Version 14
New in Version 13.5
New in Version 13
New in Version 12
New in Version 10

Security and User Access

Default Login Name and Password
User Levels
Passwords and Resetting Passwords
Default Password Expiration
Add, Edit, or Delete a User
Search Users
Log In and Out
Forgot Password
Timeout

Settings

Password Expiration
Grace Period
Review Frequency
Time Zone Offset
Logo for Reports

Menus and Navigation

Home Screen
Navigation Bar

Help Menu for Exam Users

View Training Documents or Take an Exam
Enroll in a Class
Cancel Class Enrollment
Status of Required Training and Linked Documents
Scheduled Classes
Training Completions
Training Due
Sign Documents

Index

Training

Training List

View List
Sort
Open Detail Record
Filter by Status or Type

Search Training

Training Detail Screen

Upload File

Add Control Document/Training

Add Non-Control Document/Training

Edit Training

Delete and Restore Deleted Training

Create an Exam

Create an Exam
Upload an Image for a Question
Edit an Exam

Globally Update Owner

Required Training

Training Required

Required by Job Title Tab
Required by Department Tab
Required by Individual Tab

Parent/Child Requirements

Parent/Child Modules
Substitutions

Series Requirements

Exceptions to Requirements

Completed Training

Training Completions

View Completions
Add Completions
Edit a Completion
Delete a Completion

Mark All Complete

Upload File to Completion

Expiration

Document Revision

Document Control

Revisions

View Revisions
Add a New Revision
Edit Revisions
Revision History
Delete Revisions

Approvers

Add Approvers
Delete Approvers

Globally Update Approvers

Sign Documents

Reviews

Review Frequency
Reviews Due
Add Review
Review History

Classes

Classes

Add a Scheduled Class
View Class List
Calendar View View Class Detail
View Participants
Enroll
Completed Classes
Mark All Complete
Delete Class

Enroll as a Group

Employees

Employee List

View List
Sort
Filter by Status
Open Detail Record

Search Employees

Search
Sort
Navigation
Open Detail Record

Employee Detail

Employee Record
Additional Job Titles
Delete Employee
Add Employee

Restore Deleted Employee

Globally Update Supervisor

Lists

Class Locations

Class Location List
Class Location Detail

Employee Types

View Employee Types
Add an Employee Type
Edit an Employee Type
Delete an Employee Type

Departments

View Departments
Add a Department
Edit a Department
Delete a Department

Job Titles

Job Title List
Job Title Detail

Locations

Location List
Location Detail

Shifts

Shift List
Shift Detail

Training Types

Training Type List
Training Type Detail

Reports

Reports

Report Menu
Class Reports
Complete Reports
Completed and History Reports
Due Reports
Emploee Reports
Required Training Reports
Status of Required Training Reports
Training Reports
Document Control Reports
Audit Trail
Sort Reports
Export to Excel
View as pdf

Custom Reports

Custom Complete Report
Custom Status Report

Audit Trail

Automatic Email Notices

Configure Automatic Email
Send a Test Message
Send Mail Now
View Notices Sent/to be Sent
Add Class to Calendar

Import

Import Employees

Import Employee Records
Employee Template Columns

Import Training

Import Training Records
Training Template Columns

Import Training Completion

Import Training Completion Records
Training Completion Template Columns

Import Training Requirements

Import Training Requirement Records
Training Requirement Template Columns

Import Exams

Import Exam Records
Training Exam Template Columns

Index

Index