Training
Add an Employee to a Training Record
1) Open a Training record 2) On the Employee Training blue band, click + Add 3) Select Employee from the Employee Name dropdown list 4) Fill in remaining details 5) Click Save
Add New User Defined Field to Training
1) Go to the Settings module 2) Go to Setup > User Defined 3) On the left side of the screen, locate User Defined from the tree, and click the arrow to expand 4) Select Training 5) Click the + Add icon 6) Enter desired ...
Edit an Employee Attached to a Training
1) Open a Training record 2) Click on the Drop Down Arrow to the right of the Employee you wish to edit 3) Click Edit 4) Edit Employee information as necessary 5) Click Save
Add Additional Training Types
1) Open a Training record 2) On the Training Number/Name blue band, click Edit 3) To the right of the Type drop down box, click the + button 4) In the Update Options popup box, click + Add 5) Enter Option ID, Option Value, Sort Order and Color 6) ...
Make Training Inactive
1) Open a Training record 2) On the Training Number/Name blue band, click Edit 3) Uncheck the Active checkbox 4) Click Save
Delete an Employee from a Training
1) Open a Training record 2) Click on the Drop Down Arrow to the right of the Resource you wish to edit 3) Click Delete 4) Click Ok on the confirmation popup box
Add/Edit New User Defined Field Information for Training
1) Open a Training record 2) On the User Defined Field blue band, select Edit 3) Enter information for each field 4) Click Save
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
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
Create a New Training Record
1) Click the + New icon 2) Fill in required information marked by red asterisks 3) Fill in remaining details 4) Click Save
Search for a Training
1) On the left side of the screen, select Search method (Number, Name, Required By, Description) 2) Type your search in text box 3) Click the Magnifying Glass icon, or hit Enter 4) Select Training from the list 5) Select ...
Print Training Record
1) Open Training Record 2) On toolbar, select Print 3) Printable PDF will automatically download