Help Files

Contents

Getting Started

Introduction

What is TRAIN TRACK®?
Overview
Available Editions
Licenses

Using This Manual
System Requirements
Installation Instructions
User Interface
Additional Help

What's New

New in Version 12
New in Version 10

Security and User Access

User Levels
Add, Edit, or Delete a User
Search Users
Log In and Out
Reset Password
Timeout

Menus and Navigation

Home Screen
Navigation Bar

Help Menu for Exam Users

View Training Documents or Take an Exam
Enroll in a Class
Cancel Class Enrollment
Status of Required Training and Linked Documents
Scheduled Classes
Training Completions
Training Due

Index

Training

Training List

View List
Sort
Open Detail Record
Filter by Status

Search Training

Training Detail

Training Record
Add a Training
Edit a Training
Delete a Training

Restore Deleted Training

Create an Exam

Revisions

View Revisions
Add a New Revision
Edit Revisions

Training Required

Required by Job Title Tab
Required by Department Tab
Required by Individual Tab
Exceptions
Parent/Child Modules
Substitutions

Training Completions

View Completions
Add Completions
Edit a Completion
Delete a Completion

Mark All Complete

Classes

Classes

Add a Scheduled Class
View Class List
View Class Detail
View Participants
Enroll
Completed Classes
Mark All Complete
Delete Class

Employees

Employee List

View List
Sort
Filter by Status
Open Detail Record

Search Employees

Search
Sort
Navigation
Open Detail Record

Employee Detail

Employee Record
Additional Job Titles
Delete Employee
Add Employee

Restore Deleted Employee

Lists

Class Locations

Class Location List
Class Location Detail

Employee Types

View Employee Types
Add an Employee Type
Edit an Employee Type
Delete an Employee Type

Departments

View Departments
Add a Department
Edit a Department
Delete a Department

Job Titles

Job Title List
Job Title Detail

Locations

Location List
Location Detail

Shifts

Shift List
Shift Detail

Training Types

Training Type List
Training Type Detail

Reports

Reports

Report Menu
Completed Training
Training Due
Training History
Status of Required Training
Scheduled Classes
Lists

Export to Excel
View as pdf

Audit Trail

Automatic Email Notices

Install ASPEmail
Configure Automatic Email
Send a Test Message
Install the Automatic Email Trigger

Import

Import Employees

Import Employee Records
Employee Template Columns

Import Training

Import Training Records
Training Template Columns

Import Training Completion

Import Training Completion Records
Training Completion Template Columns

Index

Index