Purpose Statement

Video

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:

1. Set
2. Code
   
3. Title
   

3. Complete any additional fields (Optional):

1. Description
2. Code Set
3. Edition Year
4. Chapter #
   
5. Chapter Title
   
6. Section #
   
7. Sub Section #
   
8.  Sub Section Title
   
9. Code #
   
10. 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:

1. 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

Do's

• Include complete standard information including set, code, and descriptive titles
• Use consistent naming conventions that align with official standard documentation
• Add relevant tags to improve searchability when associating with objectives
• Regularly update standards to reflect current versions and amendments
• Use bulk import for efficient setup of multiple related standards
• Maintain active/inactive status rather than deleting when possible
• Include chapter and section information for detailed standard organization

Don'ts

• Don't create incomplete standard entries missing required fields
• Don't delete standards that have been associated with training classes
• Don't use unofficial or abbreviated standard references
• Don't ignore the tagging feature when it could improve search functionality
• Don't forget to activate newly created standards for use in training

Tips & Recommendations

• Organize standards by regulatory body (NFPA, ISO, OSHA, etc.) using consistent naming
• Use the description field to provide context about the standard's application
• Consider including effective dates in the Addition Year field for version control
• Take advantage of the hierarchical organization fields (chapter, section, subsection) for complex standards
• Regularly audit your standards list to ensure currency with the latest regulatory updates
• Use bulk actions efficiently when updating multiple standards simultaneously

Troubleshooting & FAQs

Q: Why can't I delete a specific standard?
A: Standards that have been associated with training classes cannot be deleted. Use bulk actions to deactivate them instead, preserving historical training data.

Q: What fields are available during bulk import?
A: Only Set, Code, Title, and Description fields are available when bulk importing. All other details must be added individually after import.

Q: How do I organize complex standards with multiple sections?
A: Use the hierarchical fields (Chapter Number, Chapter Title, Section Number, Subsection Number, etc.) to create detailed organization that matches the official standard structure.

Q: What are tags and how should I use them?
A: Tags are keywords that improve searchability when associating standards with objectives. Include relevant terms that training personnel might use when looking for specific requirements.

Q: Can I modify which columns are displayed in the standards list?
A: Yes, use the "Show Columns" area to select which fields you want displayed in the list view. You can also sort and rearrange columns as needed.

Q: How do I activate multiple standards at once?
A: Select the desired standards using checkboxes, then use Bulk Actions > Is Active > Yes > Confirm to activate multiple standards simultaneously.

Q: Which fields should I ignore when creating standards?
A: The transcript mentions that certain fields "are not used and should be ignored," but doesn't specify which ones. Focus on the required fields and commonly used optional fields for your department's needs.

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