Creating a Training Class Template

Creating a Training Class Template

Purpose

  1. To explain how to create a training class template in the Training Module.

Video 


Directions

1. Navigate to Training module then select Setup.






2. Click on Templates.


Click on Templates.



3. Click on Add Template.


Click on Add Template



4. You can type in:
  • Template Name.
  • Class Name.
  • Training Catergory.
  • Training Topic.
  • Location.
  • National, State, Internal Course IDs.






5. Selecting Limited Edits Allowed will limit what can be edited when creating a training class from the template.


Selecting Limited Edits Allowed will limit what can be edited when creating training class from a template.


When creating a class from a template these are the fields that can not be edited when Limited Edits Allowed is selected.
  1. Class Name
  2. Training Category
  3. Training Topic
  4. National - State - Internal Course ID
  5. Attachments
  6. Objectives can not be added or edited


Limited Edits Allowed





6. Click on Objectives.


Click on Objectives.



7. Click on Add Objective.


Click on Add Objective.



8. Select the:
  • Objective.
  • Standard.
  • Certifications.
  • How many hours you wish to apply to that specific objective.






9. You can add additional objectives in the same manner. When done, select Save.


You can add additional objectives in the same manner. When done, select Save.



10. You can also create a template from a existing class. Simply click on Save as Template.


You can also create a template from a existing class. Simply click on Save as Template



11. Type in a name of the template and select Save.


Type in a name of the template and select Save.





    • Related Articles

    • Creating a Training Class from a Template

      Purpose To explain how to create a training class from a template. Related Articles Adding a Training Class Completing Training Classes Self Completing Training Objectives Video Directions 1. Click on Training Classes. 2. Click on Add from Template. ...

    • Frequently Asked Questions - Training

      Certificate Management How do I upload a training certificate to a personnel record? For those with the proper permissions to edit personnel should navigate to the personnel module and from the personnel list filter to the person to edit. Select the ...

    • Adding a Class

      Purpose To explain how to add a class to the Training Module. Related Articles Creating a Training Class from a Template Completing Training Classes Self Completing Training Objectives Video Navigation 1. Click on Training> Training Classes. 2. Click ...

    • Self-Completing Training Objectives

      Purpose To explain how to self complete training objectives. Related Articles Adding a Training Class Creating Training Class from a Template Completing Training Classes Video Directions 1. Click on Training> Dashboard. 2. Click on Self Complete. 3. ...

    • Completing Training Classes

      Purpose To explain how to complete a training class. Related Articles Adding a Training Class Creating Training Class from a Template Self Completing Training Objectives Video Directions 1. Click on Training> Training Classes. 2. Click on the pencil. ...