JOB TITLES

How do I Edit the List of Job Titles?

TRAIN TRACK® allows you to edit the list of available job titles. You may view or edit job titles as a list using the Job Title List screen. This screen allows you to scroll through the list of all job titles and easily locate the record you wish to view or edit.

To view job titles as a list, follow these steps

  1. Open any screen.
  2. From the Ribbon, select the "Lookup List" tab and click on Job Titles.
  3. The Job Title List screen will open.
  4. View or edit records.

Or you may follow these steps

  1. Open the Employee Detail screen.
  2. Double click on Job Title.
  3. The Job Title List screen will open.
  4. View or edit records.

 

Job Title Details

The Job Title Details screen allows you to view and edit individual job title records in detail. You may edit the job title itself, and you may add or remove training assigned to that job title. This screen contains job titles, a list of all training requiremments for the job title, and a list of all employees assigned to that job title. You may use the navigation buttons at the bottom of the screen to page through records, or you can use the sort or find functions on any field. You may also open the related training or employee records by double-clicking on them.

If you edit a job title, the edited title will be reflected in the records of all employees with that job title assigned to them. For example, if you have 10 employees with the title "Admin" and you edit that title to say "Administrative Assistant", all 10 employees will now show a job title of "Administrative Assistant".

To view or edit individual job title records, follow these steps

  1. Open the Job Title List screen.
  2. Locate the job title you wish to view or edit.
  3. Double-click on the Job Title.
  4. The Job Title Detail screen will open.
  5. View or edit records.

 

Add a Job Title

You may enter job titles as you need them, or you may enter them all in advance. You may import job titles when you import employee data from Excel®. Just include the job title in the appropriate column, and any new job titles will be automatically added to your selection list.

To add a new job title, follow these steps

  1. Open the Job Title List screen.
  2. At the bottom of the screen, type the new Job Title into the "Add" field.
  3. Click Add.

Or you may follow these steps

  1. Open the Job Title Detail screen.
  2. From the navigation buttons at the bottom of the screen, click New ( >*).
  3. A new (blank) record will open.
  4. Type in the name of the new Job Title.

Or you may follow these steps:

  1. Open the Employee Detail screen.
  2. In Job Title, type in the name of the new job title.
  3. A dialog box will open.
  4. To confirm the addition of the new job title, click Yes.

 

Delete a Job Title

CAUTION: If you delete a job title, it will no longer be displayed with any employees or trainings that have already been associated with it.

To delete a job title, follow these steps

  1. Open the Job Title List screen.
  2. Locate the job title you wish to delete.
  3. Click on the red "X".
  4. A dialog box will open asking you to confirm the deletion. Click Yes.

Or you may follow these steps

  1. Open the Job Title Detail screen.
  2. Locate the job title you wish to delete.
  3. Click on the red "X".
  4. A dialog box will open asking you to confirm the deletion. Click Yes.