Getting Started Guide – Training

Getting Started Guide – Training – 

 Purpose: This guide is designed to assist in setting up First Due accounts. This Guide contains articles that cover Set Up, Training Personnel, Helpful Articles, and Tips and Best Practices. 

Helpful articles for set up and configuration 

1. Setting Notifications / Enabling Payroll Summary 
   

2. Adding a Category 
   

1. Adding a Topic 

2. Adding an Objective 

3. Importing Objectives 

4. Adding a Location 

5. Adding an Instructor Type 

6. Adding a Standard 

7. Adding Training Types 

8. Creating a Training Class Template 

1. Field Management 

2. Adding and Managing Certifications
   

Training Articles

1. Creating a Training Class from a Template 

2. Completing Training Classes 

3. Self-Completing Training Objectives 

4. Adding a Class
   

Helpful Articles

1. Managing Certifications within Personnel List 

2. Utilizing the Training Log 

3. Adding and Updating Payroll Summary Information 
   

Tips and Best Practices

1. For those using payroll summary within Activities, Training or Incident Documentation modules they must create the Activity Types within the Activities setup to have the option to track. 

2. Certificates can be associated to personnel in the Training module and Personnel module. 
   

1. Important: To establish an Issue Date along with Expiration Date use the personnel module and navigate to personnel list then edit the selected person and navigate to Certifications tab. 
   

1. Within the Personnel list > Certifications is also the area to upload any certificate. 
   

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