Using TRAIN TRACK®

CONTENTS


ABOUT

TOP 10 TIPS

 

Chapter 1: TRAIN TRACK Setup

INTRODUCTION

Program Overview
Available Editions
Licenses
Using this Manual

TECHNICAL SPECIFICATIONS

Platform
Configuration
System Requirements
Capacity

MAINTAINANCE

Compact, Repair, and Clean
Backup

WHAT'S NEW

Version 10
Version 9.5
Version 9
Version 8.0
2009 Version 7.5
2009 Version 7.3
2009 Version 7.2
2009 Version
Previous Versions

INSTALLATION

Installing the Trial Edition
Using the Installer
Upgrading from a Previous Version
Moving the Program to a New Location
Uninstalling
Installing Other Editions

SETUP

Setting Up the Trial Edition
Import Data from a Previous Version
Enter a Registration Code
Contact Liberty Labs

SECURITY AND USERS

User Levels
Edit Users
Password Administration
Associate Supervisor Users with their Employees
Lockout Recovery
Auto Shutdown

 


Chapter 2: Finding, Sorting, and Editing Data

MENUS AND NAVIGATION

Menu Bar
Navigation Pane

START MENU

View Tab
Setup Tab
Database Tab

WORKING WITH DATA

Sorting Records
Finding Records
Record Navigation
Jumping to Related Records
Adding Records
Duplicate Records
Deleting Records
Undoing Changes
Arranging Columns in List View
Linking Documents

BARCODE DATA ENTRY

Print Sign-In Sheets with Barcodes
Scan Barcodes

 


Chapter 3: Training Records

TRAINING

TRAINING LIST

View Training as a List
Search
Arrange Columns and Sort

TRAINING DETAIL

View or Edit Training Details
Find a Training
Add a Training
Duplicate Training Records
Delete a Training
Restore a Deleted Training
Print Reports

STATUS AND EXPIRATION DATES

Calculating Expiration Dates
Determining Completion Status

REQUIRED TRAINING

Required for All Employees
Required by Job Title
Required by Department
Required by Individual
Limit Requirement by Hire Date Range
Exeptions to Requirements
Required Parent/Child Modules
Required Series
Add Requirements as a Group
Delete a Requirement

COMPLETED TRAINING

All Completed
Current Completed
History
Enter Completed Training
Enter Completed Training as a Group
Duplicate Completion Records
Delete Completed Training
Expiration Dates

TRAINING STATUS

All
Completed
Expired
Failed
Needed
Scheduled

TRAINERS

 

SCHEDULED CLASSES

View or Edit Scheduled Classes
Add or Delete a Scheduled class
Class Capacity
Enroll Employees
Enroll Employees as a Group
Enter Completion Data
Mark All Complete
Print Roster and Sign-in sheet

EXAMS

Exam Required
Create an Exam
Print an Exam

TRAINING REVISION

View Revision History
Add a new revision
Edit Revisions
Delete a Revision

TRAINING PARENT AND CHILD MODULES

View or Edit Modules
View or Edit Series

TRAINING SERIES

 


Chapter 4: Employee Records

EMPLOYEES

EMPLOYEE LIST

View or Edit Employees as a list
Search
Refresh
Arrange Columns and Sort
Add, Edit Delete, or Restore an Employee
Related Records

EMPLOYEE DETAILS

View or Edit Employee Details
Search for an Employee
Add an Employee
Duplicate Employee Records
Delete an Employee
Print Summary, Status, or History Report

REQUIRED BY EMPLOYEE

Status of Required Training
View Required Training

EXCEPTION

COMPLETED BY EMPLOYEE

View Completed Training by Employee
Add Completed Training by Employee
Duplicate Records
Edit Completed Training by Employee
Delete Completed Training by Employee

SKILLS AND QUALIFICATIONS

View or Edit Skills and Qualifications

NOTES

View or Edit Notes

EXAM RECORDS

Set Exam Passwords for Employees
View or Print Completed Exams

HUMAN RESOURCES

 


Chapter 5: Other Records

OTHER DATA

JOB TITLES

Job Title List
Job Title Detail
Add a Job Title
Delete a Job Title
Assign Job Titles to Employees
Additional Job Titles
Assign Required Training by Job Title

DEPARTMENTS

Department List
Department Details
Add a Department
Delete a Department
Assign Departments to Employees
Assign Required Training by Department

SHIFTS, LOCATIONS AND EMPLOYEE TYPES

View or Edit Shifts
View or Edit Locations
View or Edit Employee Types

TRAINING TYPES AND CLASS LOCATIONS

View or Edit Training Types
View or Edit Class Locations

 


Chapter 6: Import and Export

IMPORT DATA

Import Data from a Previous Version
Import Data from Another Source

IMPORT EMPLOYEE RECORDS

Update Existing Records
Import Employee Template
Import Employee Records

IMPORT TRAINING RECORDS

Import Data from Another Source

IMPORT TRAINING COMPLETION RECORDS

Import Data from Another Source

IMPORT REQUIREMENTS

Import Data from Another Source

EXPORT DATA

Export Standard Reports
Export from Custom Report Filter
Export Data to Excel®

 


Chapter 7: Reports

REPORTS

Report Menu
Favorites
View or Print Reports
Using Your Logo on Reports
Page Setup
Report Matrix

STANDARD REPORTS INDEX

Classes
Complete
Completed in Date Range
Training Due
Employees
History
Requirements
Status
General
Reports from Other Screens

CUSTOM REPORT FILTER

Create a Report
View Results in a Formatted Report
Export Results to Excel

EMAIL REPORTS


AUTOMATIC EMAIL NOTICES

 


Chapter 8: Exam Menu

EXAM MENU

Logging in as an Exam User
View My Training Status
View Training Documents
Take and Exam or Record Training Completed
Change My Password
Password Expiration
Open in Administrator Mode

EXAMS

Take an Exam using an Electronic Signature

 


Chapter 9: Audit Trail and Electronic Signatures

AUDIT TRAIL

Data Included in the Audit Trail
Validation and Compliance
Deleted Records
Email Notification of Failed Logins

VIEW AUDIT TRAIL RECORDS

View Record Changes
View User Logins

ELECTRONIC SIGNATURES

Signing an Exam
Signing an Existing Record



Chapter 10: Troubleshooting and Modifying the Program

TROUBLESHOOTING

Multiple Users
Linked Files
SQL Server®
Web
Error Messages

MODIFYING THE PROGRAM

Customizable License
Development Environment
Permitted and Restricted Uses
Support
General
Reports