TRAINING COMPLETION STATUS AND EXPIRATION DATES

Calculating Expiration Dates

When training completion records are entered, the program determines the expiration date by looking at several variables:

• The number of months before the training normally expires
• New revisions that require re-training
• Manually entered expiration dates
• Parent or child modules that may have expired

The program will review the number of months since the training was completed, the current revision, and any manually entered dates, and use the earlies of these as the expiration. For example, if a training normally expires every 12 months and an employee completed the training in January, then it would expire the following January. However, if there was a revision in June, then any completions from the previous revision would expire in June. In addition, if there was a manually entered expiration date for March, then the training would expire in March.

Determining Completion Status

Based on the completion date and the expiration date, the program determines the completion status for the training:

• Needed
• Completed
• Expired
• Failed
• Scheduled

The factors involved in this determination are:

• Is the training required for the individual?
• Is the training required for the department?
• Is the training required for the job title?
• Is the training required for an additional job title?
• Is the requirement limited by hire date range?
• Is the individual exempted from the training?
• Does the training have a parent module that is required?
• Has the training been completed?
• Is the completion expired? (see above)
• If there is an exam required, did the employee pass?
• Is the employee scheduled to complete the training?
• Is the status for the training "Active"?
• Is the status for the employee "Active"?

Using the completion status, the program displays groups of data for each training as described in the following sections.