How do I Assign Departments?

TRAIN TRACK® allows you to assign a department to each employee by selecting the department from a list. You may edit the list of departments available to select from. If you indicate that a training is required for a department, then all employees assigned to that department will be required to complete the training. For example, you may require all employees in the Document Control department to complete a Change Management training. You may enter departments as you need them, or you may enter them all in advance. You may also import departments when you import employee data. Any new departments will be automatically added to your list of departments.

You may view or edit department records using the Department List and Department Detail screens. If you edit a department name, the revision will automatically be reflected in all employee and training records associated with the department.

Assign Departments to Employees

You may assign departments to employees from the Employee Detail screen.

To assign a department to an employee, follow these steps

1. From any screen, on the navigation pane to the left, click Employee List.
2. Locate the employee record you wish to edit, and double click on the Name.
3. The Employee Detail screen will open.
4. Click the Edit radio button.
   
   

   

   
   
   
5. In the Department field, click the arrow to open the drop-down menu. Select the department, or type in a new department.
   
   

   

To remove a department from an employee record, follow these steps

1. Open the Employee Detail screen to the correct employee record.
2. Delete the text in the department field.

Assign Required Training by Department

You may assign required training for each department from the Training Detail screen, Required section, or from the Department Detail screen.

To view the tutorial on assigning a required department from the Training Detail screen, see Required by Department.

To assign required training to a department, follow these steps

1. Open the Department Detail screen to the correct department record (see below).
2. Under Trainings Required for this Department, go to the bottom of the list to a new (blank) record and select the Training Title or Number.
   
   

   

   
   
   
3. The training will now be required for all employees assigned to the department.

Or follow these steps

1. Open the Training Detail screen to the correct training record.
2. In the middle of the screen, select to show "Required > Required by > Department".
3. Under Required Department, go to the bottom of a list to a new (blank) record and select the Department.
4. The training will now be required for all employees assigned to the department.

Delete Required Training by Department

To remove required training from a department, follow these steps

1. Open the Department Detail screen to the correct department record.
2. Under Trainings Required for this Department, locate the training you wish to remove.
3. Click on the red "X".
4. A dialog box will open asking you to confirm the deletion. Click Yes.

Or follow these steps

1. Open the Training Detail screen to the correct training record.
2. In the middle of the screen, select to show "Required > Required by > Department".
3. Under Required Department, locate the department you wish to delete.
4. Click on the red "X".
5. A dialog box will open asking you to confirm the deletion. Click Yes.
   

Copy Requirements from One Department to Another

You may copy required training from one department and paste it to another.

To copy required training, follow these steps:

1. Open the Department Detail screen to the correct record.
2. Highlight all of the training requirement records.
3. Click "Ctrl+C" or right-click and select "Copy".
4. Open the Department Detail screen to the target record.
5. Select the top row in the required training section.
6. Click "Ctrl+V" or right-click and select "Paste".