Using TRAIN TRACK®
CONTENTS
Chapter 1: TRAIN TRACK Setup
Program Overview
Available Editions
Licenses
Using this Manual
Platform
Configuration
System Requirements
Capacity
Compact, Repair, and Clean
Backup
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
Installing the Trial Edition
Using the Installer
Upgrading from a Previous Version
Moving the Program to a New Location
Uninstalling
Installing Other Editions
Setting Up the Trial Edition
Import Data from a Previous Version
Enter a Registration Code
Contact Liberty Labs
User Levels
Edit Users
Password Administration
Associate Supervisor Users with their Employees
Lockout Recovery
Auto Shutdown
Chapter 2: Finding, Sorting, and Editing Data
Menu Bar
Navigation Pane
View Tab
Setup Tab
Database Tab
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
Print Sign-In Sheets with Barcodes
Scan Barcodes
Chapter 3: Training Records
View Training as a List
Search
Arrange Columns and Sort
View or Edit Training Details
Find a Training
Add a Training
Duplicate Training Records
Delete a Training
Restore a Deleted Training
Print Reports
Calculating Expiration Dates
Determining Completion Status
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
All Completed
Current Completed
History
Enter Completed Training
Enter Completed Training as a Group
Duplicate Completion Records
Delete Completed Training
Expiration Dates
All
Completed
Expired
Failed
Needed
Scheduled
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
Exam Required
Create an Exam
Print an Exam
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
Chapter 4: Employee Records
View or Edit Employees as a list
Search
Refresh
Arrange Columns and Sort
Add, Edit Delete, or Restore an Employee
Related Records
View or Edit Employee Details
Search for an Employee
Add an Employee
Duplicate Employee Records
Delete an Employee
Print Summary, Status, or History Report
Status of Required Training
View Required Training
View Completed Training by Employee
Add Completed Training by Employee
Duplicate Records
Edit Completed Training by Employee
Delete Completed Training by Employee
View or Edit Skills and Qualifications
View or Edit Notes
Set Exam Passwords for Employees
View or Print Completed Exams
Chapter 5: Other Records
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
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 from a Previous Version
Import Data from Another Source
Update Existing Records
Import Employee Template
Import Employee Records
Import Data from Another Source
IMPORT TRAINING COMPLETION RECORDS
Import Data from Another Source
Import Data from Another Source
Export Standard Reports
Export from Custom Report Filter
Export Data to Excel®
Chapter 7: Reports
Report Menu
Favorites
View or Print Reports
Using Your Logo on Reports
Page Setup
Report Matrix
Classes
Complete
Completed in Date Range
Training Due
Employees
History
Requirements
Status
General
Reports from Other Screens
Create a Report
View Results in a Formatted Report
Export Results to Excel
Chapter 8: 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
Take an Exam using an Electronic Signature
Chapter 9: Audit Trail and Electronic Signatures
Data Included in the Audit Trail
Validation and Compliance
Deleted Records
Email Notification of Failed Logins
View Record Changes
View User Logins
Signing an Exam
Signing an Existing Record
Chapter 10: Troubleshooting and Modifying the Program
Multiple Users
Linked Files
SQL Server®
Web
Error Messages
Customizable License
Development Environment
Permitted and Restricted Uses
Support
General
Reports