COMPLETED BY EMPLOYEE

How do I see what Training was Completed by Each Employee?

TRAIN TRACK® allows you to view all of the training that an employee has completed from the Employee Detail screen, "Completions" section. Completed training will be listed for both required and non-required training. If an employee has been scheduled for a training but has not yet completed it, the training will be listed here with no completion date.

Fields included (all fields may not appear in all sections):

You may edit records from this screen. Some fields which contain calculated values can only be edited by double-clicking on the field. A pop-up box will allow you to enter a value.

You may re-arrange or re-size the columns, and sort by multiple columns (see Working with Data).

Electronic Signatures are only available in the Client/Server Edition. If a record has an electronic signature, it can't be edited. You may add a signature to an existing record from the Training Detail screen. For more information on electronic signatures, see Electronic Signatures.

In the Desktop Edition, you will see the signature fields when an exam is signed, but there is no restriction on editing or deleting these records, and you cannot add electronic signatures to existing records.

To view or edit all completion records by employee, follow these steps:

  1. Open the Employee Detail screen to the correct employee record.
  2. In the middle of the screen, select to show "Completions > History (Edit)".
  3. All completion records will be displayed. View or edit records.

 

Add a Training Completion for an Employee

To add a completed training by employee, follow these steps:

  1. Open the Employee Detail screen to the correct employee record.
  2. In the middle of the screen, select to show "Completions > History (Edit)".
  3. Go to a new record at the bottom of the screen and select the Training Title or Number.
  4. Enter the Date Completed.
  5. The Expiration date will be calculated for you. You may over-ride this calculation with an earlier date if desired, by double-clicking on the expiration field and entering the new expiration date.
  6. Enter the Cost, Score and Pass/Fail (optional).
  7. If you would like to add an electronic signature to the record, double-click on the Signature field.

Only training that is already listed under your training records may be added from this screen. To add a training that is not on the list, go to the Training Detail screen.

 

Delete a Training Completion for an Employee

To delete a completed training by employee, follow these steps:

  1. Open the Employee Detail screen to the correct employee record.
  2. In the middle of the screen, select to show "Completions > History (Edit)".
  3. Click on the red "X".
  4. A dialog box will open to ask you to confirm the deletion. Click Yes.

Note: Records with an electronic signature cannot be deleted here. To delete these records, see Electronic Signatures.

 

Completions Not Expired

You may also view completion records that are not expired.

To view or completion records that are not expired, follow these steps:

  1. Open the Employee Detail screen to the correct employee record.
  2. In the middle of the screen, select to show "Completions > Not Expired".
  3. Completion records that are not expired will be displayed.

 

Completed Exams

This section displays results of exams taken electronically. The scores shown here are calculated from the stored electronic exams and cannot be edited.

To view or print a completed exam, follow these steps:

  1. Open the Employee Detail screen to the correct employee record.
  2. In the middle of the screen, select to show "Completed > Exams".
  3. Locate the exam you wish to view or print.
  4. Click View or Print.