TRAINING LIST


How do I View a List of All Training Records?

The Training List screen displays a list of your training records. This screen allows you to scroll through the list of all training and easily locate the record you wish to view or edit. You may re-arrange or re-size the columns, and sort by multiple columns. Columns shown are:

The left side of the screen contains the Navigation Pane. At the top of the screen is a search box. The center of the screen shows the training list. At the bottom is a drop-down menu to allow you to filter the records by status.

To edit the record, you will need to open it in detail view. This is to prevent accidental changes to records in the list view. To open a record in detail view, double-click the Training Title from the training list.

 


View Training as a List

To view training as a list, follow these steps:

  1. Open any screen.
  2. From the Navigation Pane on the left, click Training List.
  3. The Training List screen opens.

 


Filter by Status

The default view will display only active training.

To view inactive training, or all training, follow these steps:

  1. Open the Training List screen.
  2. At the bottom of the screen, select the Status you wish to display, or select All to display all records.

    Status

 


Search

The Search box at the top of the screen is designed to help you easily find a training record.

To search by training title, follow these steps:

  1. Open the Training List screen.
  2. Type all or part of the training title into the Search box.
  3. Click Search.
  4. Matching trainings will be listed in the training list section.
  5. Double-click on the Training Title to open the detail record.

To search by any field, follow these steps:

  1. Right-click on the field you wish to search.
  2. A pop-up menu will open.
  3. Select Find from the pop-up menu.
  4. The Find and Replace box will open.
  5. In Find What, type the text you wish to find. If you have only entered part of the text you wish to find, you also need to select "any part of field" next to match.
  6. Click Find Next.


Arrange Columns and Sort

The Training List screen allows you to re-arrange and re-size the columns, and sort by multiple columns. See Working with Data.

 


Add, Edit or Delete a Training

To add, edit, or delete training records, go to the Training Detail screen.