LOOKUP LISTS

What Lookup Lists are Available?

When you use a drop-down menu to select a value from a list, this is referred to as a "lookup list". TRAIN TRACK® uses lookup lists to populate records when multiple records will use the same value. For example, most companies have several employees in each department, so you may simply select the department from the list, instead of typing it in each time. This also ensures that the department name is the same for each employee, and you don't end up with something like one department called "IT" and one called "Information Technology", which should both be the same department. Using lookup lists to populate fields also allows you to later group individual records according to these values, so for example, you can view reports organized by department, job title, location, etc.

You may edit the values available for lookup lists, except for Supervisors and Owners, which are selected from the pool of active employees.

When a lookup list is used to populate a field, and you need to add a new value, you can simply type the new value into the field, or you can double-click on the field to edit the list of values.

The available lookup lists for employee records are:

• Job Titles
• Departments
• Shifts
• Locations
• Employee Types
• Supervisors

The available lookup lists for training records are:

• Class Locations
• Training Types
• Instructors