Training Tracking

Enable/Disable Training Tracking

1. Log in with a user name and password that is an Administrator.
2. Click System on the menu on the left side of the screen to open the sub-menu.
3. Click Administration.
4. Click the check box next to Enable Training Tracking.
   • Blue check = enabled
   • Empty box = disabled
5. Click Save.

Add Training

1. Log in with a user name and password that has been granted permission to Manage Training.
2. Choose the appropriate Module.
3. Click Trainings on the menu on the left side of the screen.
4. Click Add Training.

5. Name the training. (required)
6. Enter a Description. (optional)
7. Use the drop down list to select Valid for timeframe. (optional)
   • Select Custom to set a custom renewal period.
   • Enter the number of days until training expiration.
8. Select the consequence for expired training. (optional)
9. Use the drop down lists to select the notification schedule. (optional)
10. Click Add Training.

Edit Training

1. Log in with a user name and password that has been granted permission to Manage Training.
2. Choose the appropriate Module.
3. Click Trainings on the menu on the left side of the screen.
4. Click the Training Name.

5. Click Edit on the detail tab.

6. Enter the desired changes.
7. Click Save.
8. If changing the Valid for value, click OK in the confirmation pop up. Updating the valid for value updates the expiration date for:
   • Users who are currently assigned to the training, AND
   • Users who have completed the training, i.e., those who have a Last Complete Date.

Delete Training

Trainings may be deleted before users are assigned. Once users have been assigned to the training, the training may be deactivated, but not deleted.

1. Log in with a user name and password that has been granted permission to Manage Training.
2. Choose the appropriate Module.
3. Click Trainings on the menu on the left side of the screen.
4. Click the Training Name.

5. Click Delete in the details tab.
6. Confirm deletion in pop up.

Deactivate Training

The records associated with a training are preserved when the training is deactivated.

1. Log in with a user name and password that has been granted permission to Manage Training.
2. Choose the appropriate Module.
3. Click Trainings on the menu on the left side of the screen.
4. Click the Training Name.

5. Click Deactivate in the details tab.
6. Confirm deletion in pop up.

Reactivate Training

1. Log in with a user name and password that has been granted permission to Manage Training.
2. Choose the appropriate Module.
3. Click Trainings on the menu on the left side of the screen.
4. Click the Inactive button to display inactive trainings.
   • To remove active trainings from the list, toggle the Active button.
   • Blue indicates the filter is on. Gray indicates the filter is off.
5. Click the Training Name.

6. Click Reactivate in the details tab.
7. Enter a New Expiration Date.
8. Click Update.
   • The new expiration date will populate for users who have completed the training and are still within the valid timeframe for the training.

Assign User(s)-Trainings Page

1. Log in with a user name and password that has been granted permission to Assign Training.
2. Choose the appropriate Module.
3. Click Trainings on the menu on the left side of the screen.
4. Click the Training Name.

5. Click the User Management tab.

6. Click Assign Users.

7. Enter search criteria.
   • Users may be filtered by name (chemical owner), role, and/or department.
8. Click Search.
9. Select user(s).
10. Adjust Last Complete and Expiration Dates.
11. Click Assign.

12. User will populate within the search grid on the User Management tab.

Assign Group-Trainings Page

1. Log in with a user name and password that has been granted permission to Assign Training.
2. Choose the appropriate Module.
3. Click Trainings on the menu on the left side of the screen.
4. Click the Training Name.

5. Click the User Management tab.

6. Click Assign Users.

7. Enter search criteria.
   • To add a group search by role and/or department
8. Click Search.
9. Select all users.
   • If there are more than ten users in the grid, select Show All items.
10. Adjust Last Complete and Expiration Dates.
11. Click Assign.

Remove User(s)-Trainings Page

1. Log in with a user name and password that has been granted permission to Assign Training.
2. Choose the appropriate Module.
3. Click Trainings on the menu on the left side of the screen.
4. Click the Training Name.

5. Click the User Management tab.

6. Select users.
7. Click Remove from Training.
8. Confirm removal in the pop-up window.

Update Expiration Date

1. Log in with a user name and password that has been granted permission to Assign Training.
2. Choose the appropriate Module.
3. Click Trainings on the menu on the left side of the screen.
4. Click the Training Name.

5. Click the User Management tab.

6. Select users.
7. Click Update Expiration Date.

8. Enter New Expiration Date.
9. Add Note (optional).
10. Click Update.

Mark Training Complete

1. Log in with a user name and password that has been granted permission to Assign Training.
2. Choose the appropriate Module.
3. Click Trainings on the menu on the left side of the screen.
4. Click the Training Name.

5. Click the User Management tab.

6. Select users.
7. Click Mark Complete.

8. Enter Completion Date.
9. Click Update.

Assign User-Users/Groups Page

1. Log in with a user name and password that has been granted permission to Assign Training.
2. Choose the appropriate Module.
3. Click Users/Groups on the menu on the left side of the screen.
4. Select desired User from the users/groups tree.
5. Click the Trainings tab.
   • The trainings assigned to the user are listed.
6. Click the Assign button.

7. In the pop-up window, Select the training to assign.
8. Adjust the Last Completed Date and/or Set Expiration Date as needed.
9. Click Assign.

Remove User-Users/Groups Page

1. Log in with a user name and password that has been granted permission to Assign Training.
2. Choose the appropriate Module.
3. Click Users/Groups on the menu on the left side of the screen.
4. Select desired User from the users/groups tree.
5. Click the Trainings tab.
   • The trainings assigned to the user are listed.
6. Click the Red X Icon next to the training to remove.

7. Confirm removal in the pop-up window.