Check and Update Training Status Records

CONTENTS: • CHECK TRAINING STATUS FROM TRAINING TRACKER • CHECK TRAINING STATUS FROM THE PERSONNEL LIST • UPDATE COURSE STATUS FOR AN EMPLOYEE • CREATE A TRAINING STATUS REPORT BY SUPERVISOR

INTRODUCTION:

Supervisors may want to check if an employee's training and certification are up-to-date before assigning them to a specialized task. Or they may want to review their department's overall training records to see if any of their people have a course coming up, or have missed any courses. 

 

There are three ways to access employees' training records.

 

In this Guide, you'll also learn how to update the Course Status for an employee, as well as create a Training Status Report. 

 

 

 

  CHECK TRAINING STATUS FROM TRAINING TRACKER  

 

 •  Select Administrative Tools in the left menu

 •  In the Training Card, click the large icon

 

OPTION 1: CHECK STATUS OF THE EMPLOYEES IN YOUR DEPARTMENT

By default, the first tab at top is selected: Training By Person

You will see a list of just your Employees (gray bars), followed by the Courses they are responsible for. 

•  Review the Course renewal date and color status for each of your employees

 

OPTION 2: CHECK STATUS OF A SPECIFIC EMPLOYEE

•  Under Filters on the Left, click the down-arrow next to Person

•  Put a checkmark next to the Employee you're interested in

 

OPTION 3: CHECK STATUS OF ALL EMPLOYEES COMPANY-WIDE

•  At the top, click the List View tab

Use the page navigation tools at the bottom to review a multi-page list.

 

 

 

 

  CHECKING TRAINING STATUS FROM THE PERSONNEL LIST  

 

 •   Select Administrative Tools in the left menu

 •   In the Personnel Card, click the large icon 

 •   In the Personnel list, find and double-click the name of the employee.

Use the Scroll, Filters, Search, or page navigation features if needed to find the person you need.
 A  On the Employee Details page, click Training Tracker in the left menu
 

Here you will see all that person’s Training Roles (gray bars), followed by the Courses attached to each Role, and dates and status for each course that the Employee is responsible for.

 

 

 

 

  UPDATE COURSE STATUS FOR AN EMPLOYEE  

 

Supervisors with the proper Permissions can update a course's status for a particular employee -- typically when the course has been completed. 

 

STEP 1

•  After accessing an Employee's Course list through one of the options above, double click the name of the course whose status you want to update for that employee

A  In the Training Tracker Details window that opens, click Renew at top right

 

________

 

STEP 2

A  In the Renew Training window that opens, change the Course Date to the day the course was recently taken, either by typing it in or clicking the Calendar icon

B  When done, click the green Save icon at the bottom

The Course Status will automatically update.

 

 

 

 

  CREATE A TRAINING STATUS REPORT BY SUPERVISOR  

 

Supervisors with the proper Permissions can create a Training Status Report by Supervisor, covering current training compliance for all the employees in their charge.

 

STEP 1

A  At top right, click Reports (this option only appears if you have the Permissions to run Reports)
B  Select Training Status Report by Supervisor

 •  In the next screen that appears,click Run Report

 

_______

 

STEP 2

A  In the Courses field, click the down-arrow, then check <select all> to include all courses in the Report. Then click the down-arrow again to close the drop-down

If you only want to include certain courses in the Report, check only those items.

B  Use the Calendar icons in the next four fields if you only want to include Course Dates or Renewal Dates before or after a certain date. Otherwise, leave 'None' checked

C  Next to the Supervisors field, uncheck None. Then click the down-arrow, and check the name of the Supervisor. Then click the down-arrow again to close the drop-down

D  Next to the Departments field, uncheck None. Then click the down-arrow, and either check <select all>, or check just the Departments you want to include in the Report

E  Change the settings for the next three questions if the default selections are not what you want in this case

F  Click Apply Filters to base your Report on these settings

 

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The Report will appear below, categorized by Employee, then by Role. Note that Reports may have more than one page; you can navigate to subsequent pages using the arrows by the Page field in the toolbar.

 

OPTHER OPTIONS

A  To Export the Report and download it to your computer, click the down-arrow in the Export to the selected format field, and select the format you prefer. Then click Export

B  To re-run the Report after modifying the settings above, click the Refresh icon

C  To Print the Report, click the Print icon in the toolbar