Departments

Entering departments allows you to assign a required training for all employees within that department. For example, you may require all employees in the Document Control department to complete a Change Management training. You may enter departments as you need them, or you may enter them all in advance. You may also import departments when you import employee data from Excel. Any new departments will be automatically added to your list of departments.

To open the department list, from the Main Menu, Select View/Edit Records: Departments.

The Department List screen will open .

Department List

You may scroll through the departments, and add or edit records. To add a new department, type the name of the department on the bottom line next to the star. Double-click on a department in the list to open the detail record

To delete a department, right-click on the square to the left of the record (at the green arrow) and select Cut.

Department Details

You may also view or edit the departments individually in the depatment detail screen. Use the arrows at the bottom to navigat through records, or right-click to sort or find. Select the Required Trainings tab to view all trainings required for the department. You may add new requirements by selecting them from the list under this tab. Select the Employees tab to view all employees assigned to the department. To return to the list of all departmens, click on Open Department List..

Select Employee Departments

From the Employee screen, select a Department from the drop-down menu. If the department is not listed, just type it into the field. A pop-up box will ask you if you want to add the new department to the list. Click Yes.

Import Departments