Make Training Inactive

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• Create/Edit/Link a New Employee  - Employee

  Employee records are required for each user account. Employee records are not automatically created when a user account is created in NEXGEN. To add a new employee into the NEXGEN system, users should first create a user account for the employee if ...

• Make Customer Inactive

   Go to Customer > Customer  Open existing customer record  On the Customer Name zone at the top of the page, click Edit  Uncheck the Active checkbox by clicking on it if it is checked  Click Save  

• Edit Existing Training Record

  1) Open a Training record 2) On the Training Number/Name blue band, click Edit 3) Edit details as necessary 4) Click Save

• Print Training Record

  1) Open Training Record 2) On toolbar, select Print 3) Printable PDF will automatically download 

• Delete a Training Record

  1) Open the Training record to be deleted 2) Click on the Delete button in the toolbar 3) Click Delete in the confirmation pop up window