Who is this article for?

Users who are going to use the module day-to-day.

Training User (TRGUSR) or higher permissions are required.

The purpose of Training Manager is to allow an organisation to retain records of training received (or to be received) by individuals to ensure and demonstrate compliance with training requirements within an organisation at both corporate and individual levels.

If defined Training Manager automatically generates emails which prompt the Trainee to take required action in relation to a Training Record. The application sends the Trainee emails prompting required action prior to any future training date, until the trainee has confirmed their training record.

Training Manager also allows Training Records to be created and maintained for users who do not work for the organisation. Their training records can be Auto-Confirmed, or Training Administrators have the ability to confirm Training records on their behalf separately.

1. Training Records
2. Training Courses
3. Administration

We recommend following the below diagram as you work your way through configuring each area, to ensure all records are stored correctly.

1. Training Records

This is your register for all Training Records existing on your system.

• Creating Training Records
• Accessing and Viewing Training Records
• Amending Training Records
• Completing and Confirming Training Records
• Overview of Training Record Statuses

2. Training Courses

This area is for the creation and maintenance of your training courses. Here you can create new and amend existing Courses, associate relevant Documentation, and create Quizzes to help with competency checks.

• Creating and Managing Training Courses
• Cloning an Existing Course
• Creating and Managing Training Course Quizzes
• Viewing Support Documentation for Training Courses

3. Administration

This area is for the creation and maintenance of key data required to run the module, including: Training Categories, Training Providers, and Metadata Fields.

• Configuring the Training Manager Module Settings
• Configuring Training Manager Roles
• Configuring the Training Manager Ratings
• Creating and Managing Departments
• Creating and Managing Trainers

• Creating and Managing Training Categories

• Creating and Managing Training Providers

• Configuring Training Manager Metadata Types
• Configuring Cancellation and Rescheduling Reasons
• Creating and Configuring Training Manager Reports
• Configuring the Training Manager Phrases Table
• Emails and Notifications for Training Manager