TRAINING SERIES

The program allows you to set up training as a series. You may assign a second training to be required a specified time period after the first training has been completed. This feature may be used to required one training initially, and then a follow-up or refresher course annually (for example, Basic Safety Full Course at initial hire, then Basic Safety Refresher every year after that).

To set up a series, you will need to set the first training as required. You will NOT set the second training as required; instead, you will list it as a series for the first training, and the requirement will only become activated based on completion of the first training.

To set up series training, follow these steps:

1. Open the Training Detail screen to the training record for the initial training.
2. Leave the "Expires in ___ months" field blank (you don't want the employee to have to repeat this training, you want them to complete a different training).
3. Set this training as required by job title, department, or individual.
4. In the middle of the screen, select the category "Required" and the sub-category "Series".
5. Under Series, select the second training.
6. Enter the number of days after the first training is completed that you want the second to become required.
7. If you want the second training repeated (for example, annually), then open the record for the second training and set the number of months to expire.

Set the first training as a required training, and the second will automatically be required the specified number of days after the first is completed. If you want the second training repeated (for example, every year), set the months to expire for the second training only.

The following example shows an initial training, with a second training required annually: