TRAIN TRACK Support - Required Training

Delete a Required Job Title from the Web Interface

Q: How do I remove a required job title using the web interface? A: To delete a required job title, please follow these steps: From the menu bar, select "Training > View/Edit". The Training List ...

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Exception for an employee in the Web Edition

Q: How do I add an exception for an employee in the Web edition? A: The simplest way to exempt an individual from a a required training is to add an individual exception. To add an exception, please follow the...

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Require re-training

Q: I want employees to be re-trained. I checked the box under revisions for re-training but they were not required to retrain. How do I do this? A: Checking the box for re-training means that anyone who was re...

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Limit Required by Hire Date Range in the Desktop Interface

Q: I have a training that is only required for employees hired before a specific date (or after a specific date, or within a date range). How do I set this up? A: From the Training Detail screen, select to sho...

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Nothing shows on the status screen.

Q: I have training completions recorded, but nothing shows on the "status" screen. A: The "Status" screen only shows the status of training that each employee is required to complete. In order to see the status...

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Require an employee to re-take a training

Q: Forklift operator training is required every 3 years, but if an employee has an incident, they need to re-take the training. How do I set this up? A: Locate the completion record for that employee, and edit...

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Require training for any group of employees

Q: I want to require training for a group of employees, but they do not all have the same job title and they are not all in the same department. Do I have to require them individually? A: No. You may require...

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Required employee not showing

Q: I have an employee that I required as an individual to complete a training, but they do not show up under status of all required. Why? A: There could be a number of reasons for this: Check under exceptions ...

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Required for All (Web)

Q: In the web interface, how do I make a training required for all employees? A: Open the training detail screen and go to the required job titles tab. Select "All" under job titles. This will make t...

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Required for almost everyone

Q: I have a training that is required for most of the people in one department, but a few people are not required. Does this mean I have to select the ones that are required individually? A: No. You may set t...

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See Required for All Employees - Web

Q: In the web edition, how can I see what training is required for all employees? A: To see the training that is required for all employees, open the Job Title list and click on any job title. In your browser...

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Training is Required and I don't know why

Q: A training is listed as required, but I don't see the employee required as an individual, or by job or department. A: A training may be required for all employees, for a department, job title, additional job...

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Training Should Be Required But is Not

Q: I have assigned a training as required for a job title, but employees with that job title do not have the training listed as required. A: There are a few reasons a training might not show as required for an ...

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Exception by Location

Q: I want to have a training required for all employees in specific job titles, except those at one location. How do I do this? A:

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Adding Requirements to a Department or Job Title directly

Click on “Lookup Lists” from the ribbon at the top Click on “Departments/Job Titles”

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