Purpose Statement

The Completed Training List provides a centralized view of recorded training activities from the Log Training Workflow. It allows users to review previously logged training, start a new Log Training Activity, manage saved views, filter and customize the list display, and take action on existing training records such as editing, printing rosters, deleting, recording exposures, and cloning events for reuse.

Background Information

The Completed Training List captures all instances where a user selects Log Training. This makes it a key location for reviewing and managing completed training records.

In future releases, this list is expected to expand beyond Logged Training to also include Instructor Led Training and Online Sessions. These record types will be distinguished by an added Type designation.

This page is especially useful for agencies that regularly log recurring training events and need a fast way to duplicate prior entries, print rosters, or manage multiple records in one place.

Required Permissions

Users will need access to the Training Module along with further permissions for Log Training and Exposure Tracking should the agency employ the Health and Wellness Module.

Video

Step-by-Step Guide

1. Open the Training Module
   Navigate to the Training Module in First Due and then to Completed Training

1. Log a new training event
   Select Log Training at the top of the page to create a new training record.
   This action mirrors the same process as selecting Log Training from the menu list. For more detail, refer to the related Log Training article.
2. Access or create saved views
   Use the Saved Views options to open an existing saved view or create a new one.

1. Select records for bulk actions
   Select one or more classes from the left side of the list to enable the bulk delete option.
2. Filter and customize the list
   Use the available options to:
   • Filter your view
   • Manage which columns appear in the list

1. Use the Actions column to manage records
   Within the Actions column, users can perform several functions:
   1. Edit to update training details
   2. Print Training Roster to download a roster for the selected class to the device
   3. Delete to remove a training record, based on user permissions
   4. Record Exposure if the agency uses First Due’s Health and Wellness module
   5. Clone to use a previous training event as a template for a new logged training event

1. Clone a previous training event
   When Clone is selected, a modal opens with options to include fields from the previous logged training instance.
2. Choose which fields to carry forward
   By default, 7 fields are included. Users can:
   1. Select Select all 10 fields to include all available fields
   2. Manually include or exclude fields by checking the box next to each field name

Complete the clone action
After selecting the desired fields, click Clone to quickly populate information for the new Log Training Activity

Best Practices

• Use the Clone feature for recurring training events to reduce manual data entry.
• Create Saved Views for commonly used filters or reporting needs.
• Review selected records carefully before using bulk delete.
• Print and retain a Training Roster when documentation is needed outside the system.
• Use column management to keep the list focused on the most relevant information for your workflow.
• When available, record Exposure details at the time of review to keep Health and Wellness records aligned with the training event.

Troubleshooting & FAQs

Why don’t I see the delete option?
Delete availability depends on user permissions.

What does the Completed Training List include?
It currently includes all instances where a user selected Log Training.

Can I create a new training record from this page?
Yes. Select Log Training at the top of the Completed Training List.

What happens when I print a Training Roster?
The roster is downloaded to your device.

What is the benefit of cloning a training event?
Cloning helps quickly create a new training record based on a previous one, which is especially useful for recurring events.

How many fields are included by default when cloning?
By default, 7 fields are included.

Can I include more fields when cloning?
Yes. Select Select all 10 fields to include all available fields, or manually check or uncheck individual fields.

Can I record an exposure from a training event?
Yes, if your agency uses First Due’s Health and Wellness module.