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Knowledge Center

Scheduled Training: Training and Admin Sections

Purpose Statement

This article explains how class creators can create a new training in First Due, either from scratch or by using an existing template. Creating training accurately ensures proper scheduling, reporting, and credit assignment for personnel while maintaining data integrity across the Training Module.

Background Information

Training can be created for future scheduled sessions or to record training that has already occurred. First Due provides two creation paths to support different workflows:

  • Creating a training without a predefined template

  • Creating a training directly from the Template Library

Using templates helps standardize courses, categories, and reporting, while creating a training without a template offers flexibility for one-off or external training events.

Required Permissions

The ability to create training classes depends on user role and permissions.

Common permissions include:

  • Create Training Classes – Required to add a class without a course template

  • View Template Library – Required to browse and use courses from the Course Library

  • Manage Training Classes – Required to edit class details and complete classes

Some fields or actions may be locked or hidden based on permissions or course configuration.

Video

 

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Step-by-Step Guide

 

Choose How to Create a Training

Training creators can establish an activity in one of two ways:

  1. Open the Actions dropdown and select Add Training

  2. Select Add from Training Templates

Both methods can be used to record completed training or schedule future classes.

Option 1: Add Training (Without a Template)

  1. Open the Actions dropdown.

  2. Select Add Training.

    • This option is permissions-based and may not be available to all users.

  3. A new training opens without a predefined template.

  4. Enter all class details manually, including Categories, Topics and courses as needed.

Use this option for:

  • External or custom training

  • One-time sessions not tied to a standardized course



 

Option 2: Add from Training Templates

  1. Select Add from Training Templates.

 

  1. A modal opens displaying the Template Library.

  2. Use the filter options at the top to refine the list.

  3. Select the view icon to review Template details such as:

    • Categories

    • Topics

    • Courses

  4. Select the checkbox to the left of the Template.

  5. Select Use Template at the bottom of the modal.

 

This action opens the Create Training Session screen.

Edit Training Class Details

  1. Review all pre-filled fields.

    • Some fields may be locked depending on how the course template was built.

    • Editing pre-filled values can impact backend reporting and should be done with caution.

    • Required Fields are marked with an asterisk


 

  1. Associate optional metadata as needed:

    • Locations

    • Training Methods

    • Shifts

    • Assets
      These associations do not affect class content or attendance; they are for reporting and tracking purposes only.

 

Set Dates, Times, and Duration

  1. Enter the Actual Start Date and Time and Actual End Date and Time

    • Required when recording a class that has already occurred.

    • If scheduling future training, exact times are not required to initially save the class

  2. Optionally enter Expected Start and End Date/Time.

  3. Review the Duration field:

    • Automatically calculated based on actual start and end times

    • Can be manually adjusted to reflect real-world completion time

 

Add Virtual and Completion Options

  1. Enter a Video Conference URL if applicable (for example: Teams, Zoom, or GoToMeeting).

  2. Enable Self-Complete if required:

    • Only recommended when objectives include video, reading, or SCORM-based objectives.

 

Add Attachments and Administrative Details

  1. In the Class section, upload attachments such as:

    • Instructions

    • Class-specific documents

    • Informational or instructional videos

This area in not for required completion documents or videos, those are created within each objective


 

Add in Apparatus Details

Please see the related article on Apparatus Booking for a detail explanation of the process. 



 

Admin Entries 

  • Course IDs

  • Water authority information

  • Providers

  • Accreditors

These fields support compliance and reporting requirements.

 

Best Practices

  • Use Add from Template  whenever possible to maintain standardized reporting.

  • Avoid editing pre-filled template fields unless absolutely necessary.

  • Always enter actual start and end times when recording completed training.

  • Use self-complete only when objectives are designed for independent completion.

  • Attach supporting documents to reduce follow-up questions from attendees.

Troubleshooting & FAQs

Why can’t I see the Add Training option?
Your role may not include permissions to create classes without a template.

Why are some fields locked when using a template?
Locked fields are controlled by the course setup to ensure reporting consistency.

Will associating apparatus or assets add them to the class roster?
No. These associations are for tracking and reporting only.

Does self-complete automatically complete the class?
No. Self-complete applies to objectives only. An admin or instructor must still complete the training activity.