PARENT AND CHILD MODULES

How do I set up Setting up Parent and Child Modules?

TRAIN TRACK® allows you to set up parent and child training modules. This feature is designed to reduce the amount of data entry. A parent training is not an actual training, but an umbrella name for a group of training topics. Under a parent or umbrella name, you may select any number of training titles to be required under the parent. You may specify the number of children that need to be completed in order for the parent to be listed as completed. When you specify the parent as required, all children are automatically listed as required.

• You may indicate the number of children the employee will need to complete in order for the parent to be considered complete.
• When an employee has completed the required number of child training, the parent training will be displayed as complete.
• When an employee has completed the parent training, each child will be displayed as complete.

For example, if you have a set of topics that need to be covered during employee orientation, you may set them up as child training under the parent "Orientation". When you require "Orientation", all of the children are automatically required. When you mark "Orientation" as complete, each of the child topics will also show as complete.

In the above scenario, you could mark "Orientation" as complete, and each child would also show as complete.

Another way to use this feature is when you have a general group of training, and you want to be able to see if an employee has completed all of them. For example, you could designate a parent or umbrella training as "Proficiency in Microsoft® Office™", where the employee needs to complete training in Excel®, Word™, and Outlook®. In this case, you would indicate that all 3 children need to be completed (but you could indicate that only one or two need to be completed). You would be able to mark each child complete at different times, and then when all of them were completed, the parent "Proficiency in Microsoft® Office™" would also show as completed.

In the above scenario, you could mark each child complete separately, and when all three were marked complete, "Office" would show as complete.
Or, if you indicate that only two children are required, then "Office" would show as complete when two of them were marked complete.

IMPORTANT NOTES:

• If you edit an existing completion record for a parent or child, it will not change the completion dates for the other records; you will need to change them manually.
• If you edit the expiration period for a parent or child record that has existing completions, it will not change the other records; you will need to change them manually.
• If you add new children or change the number of children required after you already have completions entered, this will not change the existing completions. If you need to change them, you will need to do this manually.
• Exceptions do not apply to training groups such as parent/child training. Making an exception for the parent will NOT automatically carry the exception over to the child training. You will need to enter exceptions at the child level.
• When a parent or child completion expires, the other completion records will also expire.

You may also use this section to have one training substitute for another. For example, if you have CPR as a requirement, you may allow employees to take either the Red Cross or the Heart Association class. Since these have different expiration periods, listing CPR as one training does not work in every scenario. You could list CPR as the parent, with the Red Cross and Heart Association classes as the children, and designate that only one of the children needs to be completed.

Require Child Training

To set up a Parent or umbrella training with multiple Children, follow these steps:

1. List each item as a separate training in your database: i.e. Office, Excel, Word and Outlook.
2. Open the Training Detail screen to the Parent training (i.e. Office).
3. In the middle of the screen, select to show "Requirements > Groups > Children".
4. Type in the Number of children the employee needs to complete in order to show the parent as completed.
5. Select each child training, i.e. Excel, Word, and Outlook. You may select the training by Title or Number.
6. Set the parent training as required for a job title, department, or individual. Each child training will automatically show as required.
   
   
   

   

   
   

To delete child training for a parent, follow these steps:

1. Open the Training Detail screen to the Parent training (i.e. Office).
2. In the middle of the screen, select to show "Requirements > Groups > Children".
3. Click the red "X" next to the child training you wish to delete.
   
4. You will be asked to confirm the deletion. Click Yes.

Enter Completions for Parent/Child Modules

For parent/child modules, you will either mark the parent complete, or mark the children complete, but not both.

To record the Parent as complete and have the program automatically show the Children as complete, follow these steps:

1. Open the Training Detail screen for the parent training.
2. Record a completion date for the parent (i.e. Office).
3. All child training will be displayed as complete.
   

To record the Children as complete and have TRAIN TRACK® automatically show the Parent as complete, follow these steps:

1. Open the Training Detail screen for the child training.
2. Record a completion date for the child (i.e. Excel).
3. Repeat step 1 and 2 for each child.
4. The parent training will be displayed as complete.

View Parent Modules

To view Parent training for a Child, follow these steps:

1. Open the Training Detail screen to the Child training (i.e. Excel).
2. In the middle of the screen, select to show "Requirements > Groups > Parent".

Exceptions

Note: Exceptions do not apply to training groups such as parent/child training. Making an exception for the parent will NOT automatically carry the exception over to the child training. You will need to enter exceptions at the child level.