REQUIRED TRAINING

How do I Assign Required Training?

In order to determine the completion status of required training, you will first need to assign required training to employees. This is sometimes referred to as creating a "Training Profile".

TRAIN TRACK® allows you to assign training requirements by job title, department, or individual. It gives you further control by allowing employees to have multiple job titles, making exceptions to requirements for individuals, job titles, departments or by hire date, and setting up groups of required training.

We recommend requiring most training by job title or department. This way, when you hire a new employee, or an employee changes jobs, the training associated with the new job title or department will automatically be required.

We have a few easy tutorials to get you started assigning required training. You may want to complete one or all of them, and then move on to entering training completions.

Assign Training to All Employees

Assign Training by Job Title

Assign Training by Department

Assign Training by Employee

Limit Requirements

The links below provide information on limiting requirements by:

• Hire date range
• Exceptions for individual employees, departments or job titles

Required Training Groups

The links below provide information on requiring training:

• As a child of a required parent umbrella
• As part of a series

Copy Requirements

You may copy required training from one department to another, or from one job title to another.

To copy required training, follow these steps:

1. Open any screen.
2. From the Ribbon, "Lookup List" tab, click the button for Job Titles or Departments.
3. The Department List or Job Title List screen will open.
4. Select a record and double-click to open the detail screen,
5. Select (highlight) the required training you wish to copy and click Ctrl+C (or right-click and select "copy" from the drop-down menu).
6. Return to the List view and locate the record you wish to copy the requirements to. Double-click to open the detail record.
7. Highlight the top row under requirements, and click Ctrl+V (or right-click and select "Paste" from the drop-down menu.

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