TRAIN TRACK® Web Edition Help Manual
Settings
TRAIN TRACK® allows administrator users to set default values for:
- Password expiration.
- Grace period.
- Review frequency.
- Login name.
- Temporary password.
Password Expiration
You may select the number of days (from their last password reset) before users will be prompted to reset their password.
To set your default password expiration, follow these steps
1. From the Menu, select Settings > Settings and Defaults
2. Set the number of days Passwords Expire In.
3. Click Save Changes.
Grace Period
Default grace period sets the default value for grace periods. This determines when the "Due" date will be. If you allow a grace period, then the training may still be expired, but the due by date will be calculated as the number of days after the document is released, the completion expires, or the employee is hired, whichever is later. The grace period can be edited for individual training records. Due dates can also be added manually in case you need to have a different due date for a particular employee, for example if the employee changed jobs and now has new training requirements.
To set the default grace period, follow these steps
1. From the menu bar, select Settings > Settings and Defaults
2. Enter the number of Default Grace Period Days.
3.Click Save Changes.
Review Frequency
If you want to use TRAIN TRACK® to track your document reviews, you can set the default review frequency. This value will be applied when a value is not set for new records, and can be edited for any record.
TRAIN TRACK® also gives you the option to set this review frequency for all existing records, so that you do not need to set them all manually if you are just starting to use this new feature.
To set the default grace period, follow these steps
1. From the menu bar, select Settings > Settings and Defaults
2. Enter the Default Review Frequency
3. Select Yes or No to set the review frequency for existing training or control documents.
4. Click Save Changes.
Time Zone Offset
To ensure your Audit Trail is displayed with the correct timestamps for your time zone, you can set thr time zone offset for your server.
To set the Time Zone Offset, follow these steps
1. From the menu bar, select Settings > Settings and Defaults
2. Enter the Time Zone Offset until the local time displayed is accurate.
3. Click Save Changes.
Logo for Reports
If you want your own logo to be displayed on reports, TRAIN TRACK® allows you to upload an image file. The file should be in .png or .jpg format. Recommended size is 300 x 40.
To upload your logo, follow these steps
1. From the menu bar, select Settings > Settings and Defaults
2. Click Upload Logo for Reports
3. Click Choose File
4. Browse to your logo file and click Open
5. Click Upload Image
Other Settings