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Purpose Statement

The List Configuration area in Training Setup allows administrators to define and manage reusable lists that appear when creating or editing training classes. These lists ensure consistency, improve efficiency, and reduce manual entry.

Background Information

List Configuration includes four configurable data sets:

• Locations – Physical training sites

• Training Methods – Modes of instruction (e.g., online, in-person)

• Providers – External organizations delivering training

• Accreditors – Agencies responsible for course accreditation

Step-by-Step Guide

Locations

Locations define the physical places where training is held.

Managing Locations

1. Navigate to Training > Setup > List Configurations > Locations.
   
   
   
   
   

2. The Search bar defaults to display only active Locations. To change the default view, select Edit and modify the search fields.
   
   
   
   
   

3. Use Show Columns to display up to 7 fields.
   
   
   
   
   

4. Click any column header to sort the list and drag any column to rearrange the list.
   
   
   
   
   
   

Adding a Location

1. Click Add Location.
   
   
   
   
   

2. Enter the following required information:

   • Name (e.g., “Station 3”)

   • Address (e.g., 857 Flower St)

   • City, State, ZIP (e.g., Anytown, FL 33914)
     

3. Click Save. The new location will appear in the list.
   
   
   
   
   

Editing, Deactivating, or Deleting

• Edit: Click the Pencil icon.
  
  
  
  
  

• Deactivate: Click the X icon, then confirm.
  
  
  
  
  

• Reactivate: Click the Checkmark icon, then confirm.
  
  
  
  
  

• Delete: Click the Trash Can icon (only if location has never been used).
  
  
  
  
  

Bulk Deletion

1. Select one or more checkboxes and then select the Trash Can icon to delete.

Training Methods

Training Methods define how classes are delivered (e.g., classroom, webinar).

Managing Training Methods

1. While in Training Setup, navigate to List Configurations > Training Methods.
   
   
   
   
   

2. Use the Search bar to filter the list.
   
   
   
   
   

3. Click any column header to sort.
   
   
   
   
   

Adding a Training Method

1. Click Add Training Method.
   
   
   
   
   

2. Enter the Name and Description.

3. Check Active to make the Training Method available.

4. Click Create.
   
   
   
   
   

Restricting by User (Optional)

1. Click the Pin icon to limit method access.
   
   
   
   
   

2. Deselect Add all system users.
   
   
   
   
   

3. Use filters (if Scheduling Module is enabled) to narrow personnel.

4. Move users between Available and Selected lists manually or via bulk buttons.

5. Click Save to confirm restrictions.
   
   
   
   
   
   

Editing, Archiving, or Unarchiving

• Edit: Click the Pencil icon.
  
  
  
  
  

• Archive: Click the Trash Can icon, then confirm.
  
  
  
  
  

• Unarchive: Go to Archived view, click the Checkmark icon, then confirm.
  
  
  
  
  

Bulk Deletion

• Select checkboxes and click the Trash Can icon.
  
  
  
  
  

Providers

Providers are external companies or agencies conducting training sessions.

Managing Providers

1. Within Training Setup, navigate to List Configurations > Providers.
   
   
   
   
   

2. The default filter is set to display all active Providers.
   
   
   
   
   

3. Click Filter to open the Filter Panel and customize the search with the options provided.

4. Use Pin icon to keep the filter panel open and the x Icon to close the Filter
   
   
   
   
   
   

5. Sort and rearrange columns as needed.
   
   
   
   
   
   

Adding a Provider

1. Click Add Provider.
   
   
   
   
   

2. Enter the Provider Name and Select Save.
   
   
   
   
   

Editing, Deactivating, or Deleting

• Edit: Click the Pencil icon.
  
  
  
  
  

• Deactivate: Click the X icon, then confirm.
  
  
  
  
  

• Reactivate: Click the Checkmark icon, then confirm.
  
  
  
  
  

• Delete: Click the Trash Can icon (only if unused).
  
  
  
  
  
  

Bulk Deletion

• Select checkboxes, then click Trash Can icon.
  
  
  
  
  

Accreditors

Accreditors are official bodies that certify or endorse training content.

Managing Accreditors

Best Practices

• ✅ Use naming conventions for consistency (e.g., “Station 1,” “Webinar – Instructor Led”).

• ✅ Deactivate rather than delete entries when in doubt. Remember, only unused entries can be deleted. If the entry has been used, it can only be deactivated.

• ✅ Assign Training Methods to specific users if access control is required.
  

• ✅ Accreditors should be utilized to track training for future accreditation.

Troubleshooting & FAQs

Q: Why can’t I delete a list item?
A: Items that have been used in training classes or records cannot be deleted—only deactivated.

Q: Can I restrict who sees or uses a Training Method?
A: Yes. Use the Pin icon to assign it only to selected users.

Q: Why is a location missing when I create a training class?
A: Confirm that the location is marked as Active and not Archived.

Q: Can I customize columns in all lists?
A: Most lists support column sorting and rearranging; Training Methods has fixed columns.

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