Purpose Statement

The General Settings area of the Training Module allows administrators to configure global behaviors that control how training courses and classes are created, managed, and experienced by users. These settings help departments enforce consistency, align training workflows with policy, and support accurate tracking for payroll, Courses, and scheduling.

Background Information

The Training Module is a core component of First Due used by Fire and EMS agencies to document training activities, manage objectives, and support compliance reporting. The General Settings section, located in the Training Module setup area, defines system-wide rules that impact class creation, instructor workflows, and student participation.

These settings are typically configured during initial implementation or adjusted as department policies evolve. Proper configuration ensures consistent relationships between training data elements, reduces user error, and supports administrative oversight.

Required Permissions

To access and modify Training General Settings, users must have:

• Access to the Training Module

• Training Administrator or System Administrator permissions

• Permission to access Module Setup / Configuration

These permissions are generally limited to training officers, administrators, or designated data managers.

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Step-by-Step Guide

Navigate to Training General Settings

1. Open the Training Module.

2. Select Setup.

3. Navigate to the General Settings section.

Enable Payroll Summary Grid

1. Locate the Payroll Summary Grid setting.

2. Toggle the option On to enable.

3. When enabled, an additional Payroll Summary tab appears during class creation.

4. Training administrators can manage payroll impacts such as:

   • Pay

   • Stipends

   • Points for class attendees

Limit Categories, Topics, and Courses to Associations

1. Locate the Limit Categories, Topics, and Courses to Associations Only setting.

2. Toggle the setting On to enforce associations.

3. When enabled:

   • Only Topics and Courses associated with a selected Category can be used.

   • Example: Selecting a Fire category limits choices to Fire-associated Topics and Courses.

4. When disabled:

   • Course and Class creators may select any Category, Topic, or Course regardless of association.

   • Example: An EMS Category could include a Hazmat Topic.

Keeping this setting enabled promotes consistent and logical training relationships.

Require Comments for Failed Objectives

1. Enable Require Comment for Failed Objectives.

2. When active:

   • Instructors or class creators must provide feedback comments when a student fails an objective.

3. This supports clearer communication and improved training documentation.

Enable Personnel Overlapping Bookings

1. Locate the Personnel Overlapping Bookings setting.

2. Toggle the option On to allow users to be scheduled in multiple classes at the same time.

3. Toggle Off to prevent overlapping class assignments.

Allow Time Clock Enablement for Training 

1. Allows for Time Clock functionality in the Training Module
   • Client must have Scheduling Module and Time Clock enabled for this to work

Configure Training Inactive Time

1. Set the Training Inactive Time value.

2. This defines how long a user can remain idle within a training class before being removed from the active session.

3. Important notes:

   • The user is not removed as an attendee.

   • Progress is saved.

   • The user must re-enter the class to continue.

Set Actual Start of Day

1. Configure the Actual Start of Day time.

2. This establishes the default start time for newly created classes.

3. The time can still be adjusted during individual class creation.

Configure Apparatus Display Options

1. Locate the Apparatus Display setting.

2. Choose how apparatus appears within the Training Module:

   • Apparatus Name, or

   • Associated Dispatch Unit

Participation Tracking - To be used in the Log Training Workflow

1. If enabled, training admins can establish participation statuses for members while using the Log Training Workflow
   1. Select the "+ Add Option" to create a new participation option
   2. Select the "X" next to the option name to remove it from use. 

Log Training Quick Links

Training Admins can create up to 3 quick links to be used for easy access to regularly used courses while using the Log Training Workflow/ 

1. Selecting the field will open a drop down list of all available courses. Select up to 3 total. 
2. Select "Save Quick Links" 
3. To remove a Quick Link, select the field and scroll to the top of the list and select "None" 

E-Learning Courses included with the Advanced Training Module cannot be included as a Quick Link

Best Practices

• Review General Settings during initial system setup and after policy changes.

• Keep association limits enabled to maintain clean and consistent training data.

• Enable failed course comments to support student feedback and compliance documentation.

• Carefully consider allowing overlapping bookings to avoid scheduling conflicts.

• Set an appropriate inactive time to balance usability and data accuracy.

Troubleshooting & FAQs

Why don’t I see the Payroll Summary tab when creating a class?

• The Payroll Summary Grid is not enabled in General Settings or you lack the required permissions.

Why can’t I select certain Topics or Courses?

• The association limit setting is enabled, restricting selections to items associated with the chosen Category.

Does removing a user due to inactivity remove them from the class?

• No. The user remains an attendee, and their progress is saved.

Can instructors override the Actual Start of Day time?

• Yes. The default time can be adjusted during class creation.

Who should manage General Settings?

• Training Administrators or System Administrators responsible for department-wide configuration.