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Purpose Statement

The Standards section allows departments to associate formal standards—such as ISO or NFPA—with specific training objectives. This ensures alignment with regulatory or accreditation bodies and enhances tracking of compliance-driven training activities.

Background Information

Standards provide a reference framework that links training content to industry requirements. By associating standards with training objectives, departments can:

• Align training with compliance mandates

• Improve documentation for audits

• Facilitate reporting on standard coverage

Step-by-Step Guide

Searching & Filtering Standards

1. Navigate to Training > Setup > Standards.
   
   
   
   
   

2. Use the Search bar at the top to filter results and click the down caret to display or hide additional filter options.
   
   
   
   
   

3. Use the Show Columns dropdown to customize visible fields.
   
   
   
   
   

4. Click any column header to sort in ascending or descending order as well as rearrange columns by dragging and dropping their headers.
   
   
   
   
   

Adding a Standard

1. Click Add Standard.
   
   
   
   
   

2. Enter the required fields:

   • Set

   • Code

   • Title
     
     
     
     
     

3. Complete any additional fields (Optional):

   • Description

   • Code Set

   • Edition Year

   • Chapter #
     

   • Chapter Title
     

   • Section #
     

   • Sub Section #
     

   •  Sub Section Title
     

   • Code #
     

   • Code Paragraph Title
     

4. Select the checkbox to mark the Standard as Active.

5. Add Tags to improve keyword-based searchability.

6. Click Create. The new Standard will appear in the list.
   
   
   
   
   

The fields shown below are not used within the standards section and should be ignored.

 Bulk Importing Standards

1. Click Import Standards.
   
   
   
   
   

2. Download the sample spreadsheet template.
   
   
   
   
   

3. Populate the spreadsheet with available fields:

   • Set, Code, Title, and Description

4. Upload the file via the Choose File option and click Import.
   
   
   
   
   

Editing, Activating & Deactivating Standards

Edit Individual Standard:

1. Click the Pencil icon, Confirm the option to edit and then modify details as needed and/or click the Active checkbox to activate/deactivate the Standard.

If the Standard has already been used within a training class, the System will warn the user that any changes made to the Standard will be retroactively applied to a specific number of classes that used the Standard previously. To avoid changing the Standard for those classes already completed or in process, clone the Standard, which will archive the original Standard and create a copy that can be edited and used going forward.

Bulk Activate/Deactivate a Standard:

1. Select one or more checkboxes, then Click Bulk Actions, then Choose “Is Active” > Yes/No and confirm the change.
   
   
   
   
   

Deleting a Standard

• Click the Trash Can icon to delete an individual Standard.
  
  
  

Standards can only be deleted if they are not associated with any training classes or objectives. Once used, Standards cannot be deleted—only deactivated.

Best Practices

• ✅ Use clear and consistent naming for Set and Code fields.

• ✅ Tag frequently referenced standards for easier searchability.

• ✅ Import standards in batches using the spreadsheet template to save time.

Troubleshooting & FAQs

Q: Why can’t I delete a standard?
A: If a standard has been linked to a training objective or class, it becomes locked for deletion and can only be deactivated.

Q: Can I search by standard description or tags?
A: Yes. Use the expanded filter panel or keyword search bar for these fields.

Q: Why are some standards missing from the dropdown during objective creation?
A: Ensure the standard is marked as Active. Inactive standards will not appear as selectable options.

Q: Can I add custom fields to standards?
A: Only the fields listed in the interface are supported; custom fields cannot be added at this time.

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