The "Training and Achievement" menu allows an Administrator to assign one or more training items to an employee.

The menu provides the following columns:

• Training Item
• Issued/Achieved Date
• Expiration Date
• Allow Expire
• Doc Required
• Documentation - Click to upload a document for the training item. Click to view uploaded documents.
• Notes

The Actions drop-down menu allows you to:

• Create Training Record
• Delete Selected Record(s)

Click the filter icon to filter the training & achievements by the date.

Creating a Training Record

1. Click Create Training Record from the Actions drop-down menu.

   

2. Select the training item and fill in any other relevant information, such as when the training was achieved, if/when the training expires, and will need to be redone, etc.

   

   • Training Item - Select Training Item from the list of configured training items 
     • Training items listed are entered from the Training and Achievement page.
   • Issued/Achieved Date - The date the training item or certificate was completed
   • Expiration Date - The date the training item or achievement expires 
     • Commonly used for items such as a forklift license, renewable training, etc. 
   • State - Specify the state or country the training or certificate is valid or was completed.
   • License Number - if applicable 
   • Other Data - text box if applicable 
   • Notes - An administrator can add any pertinent notes regarding the training or achievement to this field 
   • Allow item to expire - If a workflow is configured for the training and achievement item, the system will track the approaching expiration date and kick off the workflow as needed. 
     • This functionality can notify a manager, employee, or administrator if action needs to be taken before the expiration of a logged item. 
   • Documentation required - Used to indicate that documentation is required and is outstanding
3. Click Add Record when finished.

Editing a Record

1. Click the name of the training item.

   

2. Update the training item as appropriate.

   

3. Click Save Record when finished.

Deleting a Record

1. Select the training item with the checkbox to the right.

   

2. Click Delete Selected Record(s) from the Actions dropdown menu.

   

3. Confirm the deletion.