The Required Trainings tab displays all trainings that have been assigned to the individual by name, to All employees, or to this person's department or job title. A complete list of who is required to take each training can be viewed or edited from the training screen.
Status of Required Trainings
The status of required trainings are defined as:
- Needed
- Registered (Scheduled but not completed)
- Completed
- Failed (If an exam is required but does not show as "passed")
- Expired
Needed or expired trainings are shown in red. Training due within 30 days are shown in orange.
Edit Completion Data
To enter or edit completion dates from this screen, double-click on the completed date field. A box will open to confirm that you wish to edit the date. Type in the date and click OK. The corresponding expiration date will be automatically entered.
Double-click on the score field to enter or edit score and pass/fail.
Add a Training Requirement
To add a required training for this individual, select the training from the drop-down menu, and click Add Selected Training Requirement. This will add a requirement to the required trainings list which will also show up on the training screen.
Find or Sort
Double-click on the name of a training to jump to that record. To find a record or sort by any field, right-click on the field and select Sort A-Z, Sort Z-A, or Find.