INTRODUCTION

What is TRAIN TRACK®?

TRAIN TRACK® gives you the tools you need to make sure training requirements are met.

• Quickly see what training is needed or completed.
• Assign required training by department, job title, or individual.
• Allow employees to enroll in classes and take electronic exams.
  

TRAIN TRACK® consists of two main data sets, Training records and Employee records. The relationships that you set up between these two data sets determine what training is required, completed, or needed for each employee.

Just enter or import your data:

• List of Employees
• List of Training
• Training Completion Dates

Assign required training by:

• Job title
• Department
• Individual

TRAIN TRACK® will do the rest:

• Determine what training is needed for each employee
• Determine when/if each training expires
• Track the status of each requirement:
  • Needed
  • Scheduled
  • Completed
  • Failed (if an exam is required)
  • Expired
  • Expiring soon
• Maintain records of all completed training, required or not
• Generate reports to print, export, or email

Overview

What Training is Required?

Most organizations have some type of training requirements, either mandated by a regulatory body such as the FDA, required by law, for a certification process such as ISO, or to ensure that internal procedures are followed and that each employee knows how to carry out their job functions. To comply with these requirements, each employee needs to be assigned a specific set of training to complete, sometimes called 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 or by hire date, and setting up groups of required training.

What Training has been Completed?

TRAIN TRACK® maintains records of completed training that you may enter or import, or you may allow employees to log in and take an exam or verify that they have completed the training materials.

What Training is Needed?

Once you have added your training requirements and your training completions, TRAIN TRACK® can tell you what training is still needed, what will be due soon, and what is already completed or scheduled. It also allows you to set due dates for needed training, and to require periodic re-training.

Different features are available in each edition. TRAIN TRACK® is available as a standalone desktop application, a client/server application, and a web application. The web application may be used in conjunction with the client/server application. The client/server and web applications may be installed on your network or hosted by us in the cloud. The web application is covered in a separate user manual. All editions are also available as customizable applications.

Ways to get Help

to help you learn how to use TRAIN TRACK®, we have a number of options.

• Free Online Classes: Licensed users may attend our free monthly online classes.
• Individual Training: Personalized hands-on training by an expert technician.
• Online Video: watch a recorded video with instructions on how to use most features.
• Search the Knowledge Base: Our knowledge base includes answers to questions and solutions to common issues. Please search here first, as we may already have the answer you are looking for, and this is the quickest way to find it. The search feature works best when you search for simple words or phrases. You may also select a knowledge base category to look for the answers you need.
• Support Ticket System: We have a support ticket system for issues that you are unable to resolve on your own or by searching the knowledge base.
• Chat: We offer online chat for those times when you need an answer right away. We will do our best to provide an answer, or help you submit a support ticket if needed.
• Email: You may also submit support tickets via email.
• Phone: If you have an urgent request, we are available by phone at 1-619-284-8013 during our regular business hours.

Support is free for the first year after you purchase your license, and as long as your subscription or support contract is current.

Licenses

Database License

The basic TRAIN TRACK® database license allows you to have one database, with one set of data. You may keep backup copies of the same set of data. The database license includes one user license.

User License

Named Users

TRAIN TRACK® is licensed for individual named users (not concurrent users). Each person who uses TRAIN TRACK® needs to have their own user license. This applies to all user levels except exam-level users.

Licenses are transferrable. If you have a change in personnel, you may transfer an unused license to a new employee.

To increase the number of licensed users, Click Here or visit http://www.LibertyLabs.com.

Exam-Level Users

Employees who are only logging in to take an exam or view their own status as exam-level users do not currently need their own user license.

License Agreement

The license agreement can be found in your installation folder, or here:

https://www.libertylabs.com/LicenseAgreement.pdf

Using this Manual

To get started, you may work through the tutorials. This will provide all of the basic information you need.

This manual is intended to provide information to help users enter and edit data, view records, and generate reports. It also includes information about installing and maintaining the database. If you need additional help, please contact us and we will be happy to provide assistance.

Be sure to review the section on Working with Data for valuable information on finding, sorting, adding and deleting records, and arranging columns.

Note: The images in this manual may differ slightly from those on your screen.