Staff Training Management Screen

The Staff Training Management screen provides you with an overview of any staff training, qualifications and conferences recorded.

Viewing Staff Training Records

Important:
You can add Staff training entries via the training management screen, or directly on the staff record via the training tab. It is important to remember that any staff training that has been recorded directly on to the training tab will not appear on the training management screen. (Entries added via the management screen will be shown on the staff training tab, however, and we recommend using the management screen for any entries)

To access the Staff Training Management screen, click on Staff > Training. 

Any existing entries will appear in the list. Use the Start Year filter to choose the entries you can see specified by the start year of the training/qualification/conference. The Number of Items field lets you specify how many entries appear on the page at once, and if the number of items exceeds the number of items that appear on the page, you can use the arrows beneath the list to navigate between entries. 

You can also filter to show only Training, Qualification, or Conference entries using the List field dropdown and selecting which type of entry you wish to view. Use the Search field to type in a specific type of training or category. 

Next to each entry on the left is a plus symbol. Clicking on this will expand the entry to show all staff members enrolled on this. 

For each entry, the following information will be displayed:

And if you click on the notepad icon for any of the headers, this will bring up a window showing further information regarding the entry. You can make any changes to the entries here. 

Note:
Making a change to the header for an entry will then apply that change to all of the staff members enrolled underneath it. To change an individual's entry from this screen, click on the notepad icon for that individual (visible when the header is expanded using the plus symbol)

Adding a Training/Qualification/Conference Entry

You can add Staff training entries via the training management screen, or directly on the staff record via the training tab. It is important to remember that any staff training that has been recorded directly on to the training tab will not appear on the training management screen. (Entries added via the management screen will be shown on the staff training tab, however, and we recommend using the management screen for all entries)

To add a new Training entry, click on File in the top left of the screen, and then from the dropdown select which type of entry you wish to make.

When you click on either Training/Qualification/Conference, a window will appear where you can then add in the details for the entry.

Note:
The four Custom Date fields that appear in this window can be changed by going to Administration > Standard Values > Defaults > System Labels > 'Staff' tab

Once you've input the details for the header and clicked Save, the header will now appear in the list

Warning:
If the Start Year filter is different to the year for a header you have just added, you will need to change the year you are viewing in order to see the new header

Next you will need to enroll staff on the entry, which you do by clicking on this symbol in the header:

This will bring up a window listing all staff members on your system. Select the relevant staff members using the checkbox and then click the blue Save button. 

The information for each staff member record will be copied from the information recorded in the header. If for example you had one staff member that has a different start date to the others and to what is displayed in the header, you can edit this by clicking on the notepad icon for that individual.

Once you've enrolled staff members to a training/qualification/conference entry, you can upload certificates for each individual. To do this, expand the header to list all of the staff member enrolled underneath. You'll see this icon on the right:

And clicking on this will then allow you to attach a certificate for the individual.

Any certificates added to a training/qualification/conference entry will be accessible from the staff training management page as well as the Training tab of a staff record.

Printing 

You can print out a list displaying which staff members have which Training/Qualifications/Conferences recorded, by clicking on File in the top left, and then selecting Print Options.

This will open a window with two parts. On the left, select the staff members you wish to print using the checkbox next to their name, or select all by using the ticked checkbox icon that is at the top of the Staff section. 

Then on the right select either Training, Qualification, or Conference. Select how you wish the information to appear on the printout using the Order By dropdown, and then selecting which training/qualification/conference records you wish to print using the relevant checkboxes in the list.

Once you've done this click the blue Print button. Once the report is finished, it will appear in your Task Alerts.