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Stewart Neale

Stewart Neale

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This page guides you through the creation and the management of periodic and ongoing staff training records.

These are the topics on this page

  • Introduction

  • Navigating the Employee Training Page

  • Additional Information

  • Dashboard Training Alerts

Introduction

Staff training records are managed through the employee profile. Selecting the Training tile located within the left menu panel will provide you with access to the Staff Training record function.

Navigating the Staff Training Page

Expand
titleClick to expand and preview the fields and objects that comprise the Staff Training page

The following is an outline of the fields that comprise the Staff Training page:

  1. Save: This button is used to create as well as save updates to an existing record.

  2. Close: This button is used to close down the staff warning page.

  3. Deactivate: This button is used to adjust the activity status of the staff training record.

  4. Notes: This button provides access to the notes function. Notes can be retained against the training profile thereby tracking actions and communications.

  5. Documents: This button provides access to the document function.

  6. Delete: This button is used to delete the staff training record.

  7. Employee Name: This is a drop down down field that by default lists the name of the employee to which the staff training record relates. The value listed within this field SHOULD NOT be altered.

  8. Status: This is a drop down field that is used to list the current status assigned to the staff training record. The status assigned and in combination with the expiry date will generate an alert within the Dashboard, which will be used as the basis for alerting you to recurring qualifications and training that need to be reviewed. The status types available include expired, completed, planned and in progress.

  9. Qualification:

  10. Completion Date:

  11. Expiry Date:

  12. Description:

  13. Remarks:

Creating New Training

  1. To create a new training information for the employee, click on the +New button.

  2. Fill out all the information for the employee's training.

  3. Click save once you are done to save the training details.

  4. Click close to return to the previous page.

Editing Training Information

  1. If you want to edit the training information of the employee, click on the training information and click edit. Alternatively, you can double-click the training information to edit it.

  2. You can also use the search box to search for the training information by typing the training title.

  3. Edit the training information then after the changes has been made, click Save to save the changes.