Setup
Importing Training Objectives
Purpose To explain how to import training objectives. Video Directions 1. Click on Training> Setup. 2. Click on Objectives. 3. Click on Import Objectives. 4. You can download a .CSV sample file to assist you. When done placing objectives in the .CSV, ...
Training Types
Purpose To explain Types within the Training Module. Video Directions 1. Click on Training then Setup. 2. Click on Types. 3. Here we can: Add Type. View Active Types. View Archived Types. 4. Click on Add Type. 5. Type in a: Name. Description. Select ...
Creating a Training Class Template
Purpose 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. 3. Click on Add Template. 4. You can type in: Template Name. Class Name. ...
Field Management
Purpose To explain how to make selected fields required for completion using Field Management in the Training Module. Video Directions 1. Click on Training>Setup. 2. Click on Field Management. 3. Here we can: Add a new Custom Field Managements. Edit ...
Training- Enabling the Payroll Summary Grid
Purpose: To explain how to enable the payroll summary grid. Video Directions 1. Click on Training>Setup. 2. Check the Enable Payroll Summary Grid option. 3. This will now allow you to document pay when completing a training class.
Training Module Setup: Settings Section
Purpose To explain the Settings Section of the Training Module Setup. Related Articles Training Module: Settings Section (this article) Training Module: Adding a Category Training Module: Adding a Topic Training Module: Adding an Objective Training ...
Training Module Setup: Adding a Standard
Purpose To explain how to add a Standard within the Standards Section of the Training Module Setup. TIP: Standards can be associated with objectives to track compliance and/or performance expectations within an organization. Examples of Standards ...
Training Module Setup: Adding an Instructor Type
Purpose To explain how to add an Instructor Type within the Instructor Type Section of the Training Module Setup. TIP: Examples of Instructor Types include: Lead Instructor Co-Instructor Evaluator Safety Officer Observer Assessor Coordinator Related ...
Training Module Setup: Adding a Location
Purpose To explain how to add a Location within the Locations Section of the Training Module Setup. TIP: Training Locations are any location where training, class, drills, etc. take place. Related Articles Training Module: Settings Section Training ...
Training Module Setup: Adding an Objective
Purpose To explain how to add an Objective within the Objectives Section of the Training Module Setup. TIP: Training Objectives are like the "smallest branches" on the training "tree": There are many more Objectives than Topics or Categories. ...
Training Module Setup: Adding a Topic
Purpose To explain how to add a Topic within the Categories Section of the Training Module Setup. TIP: Training Topics are like the "medium branches" on the training "tree": There are typically more Training Topics than Training Categories. Training ...
Training Module Setup: Adding a Category
Purpose To explain how to add a Category within the Categories Section of the Training Module Setup. TIP: Training Categories are like the "big branches" on the training "tree": There are relatively few and are they are high level. Another way to ...