The easy way to track employee training User Manual version 13

CONTENTS

1. Introduction

1.1. About
1.2. Setup
1.3. Quick Start Guide and Tutorials
1.4. Security and Users
1.5. Navigation

1.5.1. Home Screen
1.5.2. Working With Data

1.6. Options and Settings
1.7. Support
1.8. What's New

2. Training

2.1. Training List
2.2. View or Edit Training

2.2.1. Add Training (Tutorial)
2.2.2. Import Training (Tutorial)

2.3. Revisions
2.4. Set Up Exams

2.4.1. What are Electronic Exams?
2.4.2. Import Exams

2.5. Required Training

2.5.1. Required by Job Title (Tutorial)
2.5.2. Required by Department (Tutorial)
2.5.3. Required by Employee (Tutorial)

2.5.3.1. Batch-add Required Employees (Tutorial)
2.5.3.2. Required for All Employees (Tutorial)

2.5.4. Import Requirements (Tutorial)
2.5.5. Delete a Requirement
2.5.6. Exceptions

2.5.7. Parent/Child
2.5.8. Series

2.6. Completed Training

2.6.1. Add a Completion (Tutorial)

2.6.1.1. Batch-add Completions (Tutorial)
2.6.1.2. Import Completions (Tutorial)

2.6.2. Completion Status
2.6.3. Expiration and Due Dates

2.7. Classes

2.7.1. Enroll Employees
2.7.2. Class Completions
2.7.3. Barcodes
2.7.4. Instructors

3. Employees

3.1. Employee List
3.2. View or Edit Employees

3.2.1. Add Employees (Tutorial)
3.2.2. Import Employees (Tutorial)

3.3. Required by Employee
3.4. Completed by Employee
3.5. Employee Completion Status (Tutorial)
3.6. Completed Exams

 

4. Lookup Lists

4.1. Class Locations
4.2. Departments

4.2.1. Assign Departments to Employees
4.2.2. Required by Department (Tutorial)

4.3. Employee Types
4.4. Job Titles

4.4.1. Assign Job Titles to Employees
4.4.2. Required by Job Title (Tutorial)

4.5. Locations
4.6. Shifts
4.7. Training Types

5. Reports

5.1. Standard Reports
5.2. Custom Report FIlter
5.3. Design My Completions Report
5.4. Design My Status Report
5.5. Email Notices

5.5.1. Automatic Email Notices
5.5.2. Manual Email
5.5.3. Email Reports

6. Import and Export

6.1. Import Employees (Tutorial)
6.2. Import Training (Tutorial)
6.3. Import Completions (Tutorial)
6.4. Import Requirements (Tutorial)
6.5. Import Exams
6.6. Export

7. Exam Menu

7.1. What are Electronic Exams?
7.2. Take an Electronic Exam
7.3. Set up Exams
7.4. Import Exams

8. Audit Trail

8.1. View the Audit Trail
8.2. Restore Deleted Records
8.3. What is an Electronic Signature?

9. Technical Information

9.1. Installation
9.2. Maintenance
9.3. Troubleshooting
9.4. Modifying TRAIN TRACK®

INDEX

TRAIN TRACK® version 13 • Copyright © 1997 - 2023 All Rights Reserved • Liberty Labs, LLC