Training Tracker 6. PC Edition. Copyright Computer Directions, LLC

Similar documents
1-Step Appraisals Personal Property Appraisal Software

ADMINISTRATIVE USER GUIDE FOR THE APTI-LEARN LEARNING MANAGEMENT SYSTEM (LMS)

Administrator Quick Guide

edofe Management Toolkit

Administrator Manual

Working with Mailbox Manager

WinFlexOne - Importer MHM Resources LLC

My MessageMedia User Guide

SCOUT SUSPENSE TRACKER Version 10.0

USER GUIDE for Salesforce

Recording HLC Class Attendance with HealthStream Easy Scan

Welcome to Client Access Web!

OPS Webportal User Guide - Reporting v.2.1

edofe Management Toolkit

CLIQ Web Manager. User Manual. The global leader in door opening solutions V 6.1

Introducing Qualtrics. A Guide to CofC s Electronic Survey Program

User Guide. Rev Dot Origin Ltd.

Winter School Year STI PD. Instructor User Manual

AssistConnect Best Practices and Standard Operating Procedures

Storefront Ordering System Demonstration Guide. Powered by

This document contains information that will help you to create and send graphically-rich and compelling HTML s through the Create Wizard.

User Reference Guide

RedBeam Inventory Tracking User Manual

New BoundTree.com User Guide Fall Version 6

edofe Management Toolkit

ebilling Training g g For the Vendor

BBVA Compass Spend Net Payables

CDM+ CDM+ Attendance. Attendance Preferences 10 Entering Attendance for a Service or Event 10. Entering Attendance for a Class 12

Lime Survey is a survey tool hosted internally at the University.

File Management Utility User Guide

MYOB Exo PC Clock. User Guide

Introduction to Qualtrics ITSC

EvaluNet XT v1.2. Setup Guide

CRM CUSTOMER RELATIONSHIP MANAGEMENT

VERSION ASSET TRACKING SYSTEM USER MANUAL STARTER EDITION

Chapter A8: Scheduled reports

Human Resource Management System User Guide

GUARD1 PLUS Manual Version 2.8

Creating Mail Merges. Instruction Guide. For Microsoft Word o 2002 o 2003 (XP) o 2007/2013

QSalesData User Guide

PowerTrack Asset / Tool Management. User s Guide for Desktop Application

1. ECI Hosted Clients Installing Release 6.3 for the First Time (ECI Hosted) Upgrading to Release 6.3SP2 (ECI Hosted)

OHSAH MSDS Database User Guide. Version 4.3, October 2010

Argos Creating Labels with Word

LOCATION TRAINING DATE. For operating AfterSchool21 Data Program Management Software. P : opt. 1 E :

Regions Image Lockbox Online User Guide Options

Server Manager User and Permissions Setup

Web Dashboard. User Manual. October Revision

i-power DMS - Document Management System Last Revised: 8/25/17 Version: 1.0

Interfacing with MS Office Conference 2017

1 Virtual Terminal Quick Reference Guide. Virtual Terminal Quick Reference Guide. Getting Started

PowerSchool Handbook Federal Survey Form Report

Open Microsoft Word: click the Start button, click Programs> Microsoft Office> Microsoft Office Word 2007.

PayTrace Virtual Terminal

Employee User s Guide

Series 6 Technical Admin Guide Page 1

HERA and FEDRA Software User Notes: General guide for all users Version 7 Jan 2009

Welcome to Cole On-line Help system!

Scheduling Reports Launch the Scheduling Tool... 1 Description... 1 Overview of Scheduling Components... 2

JK Archives Web Portal Reference Guide

Reporter Tutorial: Intermediate

Armatus 2.0 Administrator Procedures

GUARD1 PLUS Documentation. Version TimeKeeping Systems, Inc. GUARD1 PLUS and THE PIPE are registered trademarks

RISKMAN QUICK REFERENCE GUIDE TO SYSTEM CONFIGURATION & TOOLS

Using Excel to Troubleshoot EMIS Data

Getting Started With the Cisco PAM Desktop Software

PowerSchool Handbook Federal Survey Card Report

Table of Contents. Overview of the TEA Login Application Features Roles in Obtaining Application Access Approval Process...

PEOPLE ADMIN USER GUIDE

WebDocs 6.5. New Features and Functionality. An overview of the new features that increase functionality and ease of use including:

System Manager 7 Quick Guide (SIMS.net onwards)

a guide to... the portal Portal Handbook Centre Support June 2014

AGENT123. Full Q&A and Tutorials Table of Contents. Website IDX Agent Gallery Step-by-Step Tutorials

CRM CUSTOMER RELATIONSHIP MANAGEMENT

The FlexTraining Total E-Learning Solution Management Guide Version 6.1

Lab 11-1 Lab User Profiles and Tracking

Protect Your Investment In Asure ID. Thank You For Purchasing Asure ID Let s Get Started! Section 1 Installing Asure ID

Contents. Announcer Pro Version 4.6 Page 2 of 35 Version V4.6

VUEWorks Report Generation Training Packet

Secure Transfer Site (STS) User Manual

Introduction. Paradigm Publishing. SNAP for Microsoft Office SNAP for Our Digital World. System Requirements

Creating Reports using Report Designer Part 1. Training Guide

[Type here] ID Capture V1.0

Pulse LMS: User Management Guide Version: 1.86

My Sysco Reporting Job Aid for CMU Customers. My Sysco Reporting. For CMU Customers (Serviced by Program Sales)

HealthStream Connect Administrator User Guide

(APPLIES ONLY TO CLIENTS WHO ENABLE THIS FEATURE)

Simplifi 797. CriticalPoint Manual 8/30/2013 1:12 PM

DocAve 5 to DocAve 6 Upgrade

Data Automator Installation and Getting Started Guide

Instructor User Guide for EnviroPortal Environmental Science: Foundations and Applications Friedland, Relyea, & Courard-Hauri

MyStericycle.com RESOURCE GUIDE. Table of Contents. When viewing online, select the relevant topic below to navigate easily.

TREENO ELECTRONIC DOCUMENT MANAGEMENT. Administration Guide

Administrator Guide. Position Manager 11 Effective 4/9/2018

Getting Started with University Gmail

REPORTING Copyright Framework Private Equity Investment Data Management Ltd

Faculty Training. Blackboard I Workshop Bobbi Dubins

Switched-On Schoolhouse 2014 User Guide Reports & Application Functions

Upgrading and Networking SK 7

remote lockbox capture User Guide

Transcription:

Training Tracker 6 PC Edition Copyright 2014-2016 Computer Directions, LLC

Contents What is Training Tracker?... 3 Getting Started... 4 The People Tab... 4 Overview... 4 Adding People... 5 Editing People... 6 Deleting People... 7 Assigning Tasks... 8 Sending Email... 10 View Training... 12 Exporting People... 13 Archiving People... 14 Using the Search Function... 15 The Tasks Tab... 16 Overview... 16 Adding Tasks... 17 Editing Tasks... 18 Deleting Tasks... 19 View Training... 20 Exporting Tasks... 21 Using the Search Function... 22 The Training Tab... 23 Overview... 23 Add Training... 24 Edit Training... 25 Export Training... 26 Delete Training... 27 Using the Search Function... 28 The Menus... 29 File Menu... 29 Task Types... 30 Task Groups... 31 Departments... 32 Categories... 33 Job Titles... 34 1

User-Defined Fields (UDFs)... 35 Wizards Menu... 36 Get Barcode Scans... 36 Print Person Barcodes... 37 Print Class Roll Sheet... 38 Utility Menu... 39 Users... 39 Roles... 40 Archived People... 42 Import People... 43 System Settings... 45 Mailer Configuration... 46 Upgrade... 47 Reports... 48 Training Reports... 49 List Reports... 51 Help... 53 About... 54 Enter License Key... 54 2

Training Tracker 6 What is Training Tracker? Training Tracker 6 is the latest version of our compliance and task management software. Training Tracker combines the simplicity of a spreadsheet-type user interface with the robust data management of a database. This powerful combination allows you to get a new hire up to speed, ensure that an employee remains certified, or teach your employees a new skill, all in a simple and efficient manner. Training Tracker also comes with a comprehensive set of reports which can show you which employees have tasks due, which tasks are scheduled to repeat, and even send email reminders! Additionally, the system lets you create User Defined Fields which you can assign to your personnel to further customize reports and make sorting people simple. As an option, Training Tracker can come with barcode ID badge support. This option, coupled with a datetracking barcode scanner, can further streamline the process of tracking the completion of training for your employees. Finally, Training Tracker powerful management utilities like a personnel importer, so you need not enter every employee into the system manually. For the employees using the system, you can set up roles that restrict access to certain capabilities, such as entering in new tasks or employees, while still allowing that user to assign tasks and generate reports. And if you are upgrading from Training Tracker 5, the process to migrate your data to a Training Tracker 6 database is simple. The Training Tracker 6 software is a great tool for companies large and small that require a system that is both lean and flexible, providing you with a streamlined process to track your employees training in an efficient manner. 3

Getting Started Before you start using the Training Tracker 6 software, you ll want to make sure your computer (and optionally, the server) meets the following requirements: Running Windows Vista Service Pack 2 or Newer Windows Operating System If using a server, has Microsoft SQL Server 2005 or Newer Latest updates for your machine.net Framework 3.5 and 4.0 A user account with administrator privileges Once you ve checked that, you can install the software. Please refer to the Microsoft SQL Install Guide for additional information. The People Tab Overview Above is the People view of Training Tracker. Here you will view, add, edit, and remove employees to and from the system. Below is a key of the different controls and displays in the People tab: A. Search Fields Allows you to search for people using the criteria listed (If no criteria selected, displays all people) B. Search Results Displays the results of the search criteria in tabular format. Column width can be adjusted, and columns can be sorted by clicking the header C. Add Button Adds a new person into the system (see pg 4) 4

D. Edit Button Edits highlighted person (see pg 5) E. View Training Button Views the training assigned to highlighted person (see pg 12) F. Assign Task Button Assigns a task to checked person(s) (see pg 8) G. Assign Group Button Assigns a group of tasks to checked person(s) (see pg 9) H. Send Email Button Sends an email reminder to checked person(s) (see pg 10) I. Delete Button Deletes checked person(s) (see pg 6) J. Export Button Exports all people to a.csv file (see pg) K. Archive Button Marks selected people as archived (see pg) L. Person Tab Current Tab M. Task Tab Moves to Task view N. Training Tab Moves to Training view Adding People To add an employee, click the Add button located in the upper part of the Person Tab. The Person window contains a number of fields that can be used to describe and classify people being added to the system, which can then be used to look up people via the search fields on the left side of the Person tab, and to generate reports for specific groups. The various fields are shown above. Note that you must at least enter a first and last name before you are allowed to create a new person in the system. Additionally, the Person window includes tabs to add or edit User Defined Fields, Notes, and Attachments. User Defined Fields (UDF s) and Attachments will be covered in a later section, while Notes simply opens a window for you to enter text about the person. To keep any changes, click Save at the bottom, and to discard them, click Cancel. 5

Editing People In order to Edit an existing Person, first search on the People tab. Then highlight the person you want to edit in the search results and then select the Edit button. This will open the Person Window, allowing you to change the data. Click Save to save the changes, Cancel to leave without saving the changes. An example of the Person Window is below: 6

Deleting People To Delete a Person (or multiple People), select the check box in the first column. Once you ve selected the people you want, the greyed out buttons at the top will light up, allowing you to click them, as shown above. Clicking the red Delete button will remove them from the system. You may also Archive a Person if you want to remove them from the list, but still have them show up in reports, by clicking the Archive button at the end. You can show Archived People in the Utility Menu (please see the section on Archived People for more information). 7

Assigning Tasks To bring up the assign task window select a person from the People listing, select their check box and click the Assign Task button. Note that more than one person may be checked, which allows the same task to be assigned to multiple people at the same time. 8

The Task to be assigned is selected from the drop down menu, which lists all the existing tasks (this list can be managed via the Tasks Tab). The Due Date can be selected from a calendar and will be reflected in the Training Tab. The window also has fields for assigning the Task values for Cost and Credit Hours. (This information will be pre-set if the Task selected had those values set when it was created, but they can still be overwritten from this screen, for the specific instance of the Task being assigned.) There is also an area to enter notes, which will be specific to this instance of the Task (See Task Overview for more information). Assigning a Group of Tasks is a very similar process to assigning a single Task. Select the Person or Group of People to which you wish to assign the Group of Tasks, then click the Assign Group button. You begin by setting the date the Group of Tasks is due by (and if the tasks have already been completed, setting the date completed), then on the next screen you can select a group of tasks (both windows shown below): 9

Finally, you will be shown a confirmation page. You can click Save to make the changes, Back to move to the previous screen, or Cancel to discard all information. (See Task Groups under the File section for more information). Sending Email 10

*NOTE: You must set up the Mailer Configuration in the Utility menu before you attempt to send an e-mail, otherwise you will get an error (See Mailer Configuration in the Utility section for more information)!* You can send an E-mail to a Person or Group by selecting the individuals that you want to email, then clicking the Send Email button. The window below will appear: From this window, you can enter a subject and body, as well as add attachments to your e-mail. You can preview the e-mail by clicking the Preview button. Once you are satisfied, click Send to send the email to those in the recipients list on the left, or click Cancel to discard the message. 11

View Training Training assigned to a Person can be viewed from the Person view. Highlight the Person that you wish to view Training for, and click the View Training button. This will take you to the Training Tab, and display all of the Training assigned to the Person, as shown below (please see the Overview in the Training section for more information): 12

Exporting People If you need to move your records from the database in a simple format, or you need your personnel in a spreadsheet, you can export your data straight from Training Tracker. Simply click the Export button, and a window will pop up prompting you for a location and a filename for your exported file. Training Tracker exports to a Comma Separated file (.csv), and can be opened in a variety of spreadsheet programs, including Microsoft Excel. 13

Archiving People If you would like to prevent certain People from being assigned Tasks, but still want their history to show up in reports, you can Archive a Person or Group of People. To do this, simply select those you wish to Archive, and then click the Archive button. The archived individuals will be removed from the Person Tab, and will show up in the Archived People window, as shown below (See Archived People in the Utility section for more information): 14

Using the Search Function The main view of the Person tab can be sorted using the search options on the left side of the window. You can search on all of the criteria listed and on any User Defined Fields you ve set up (See User Defined Fields (UDF s) in the File section for more information). After setting the criteria, click Search to search the database. This is useful for grouping People if you wish to assign a Task or Group of Tasks to that set of People. Once you ve sorted the People, you can select all of them by clicking Select All in the top right corner. 15

The Tasks Tab Overview Above is the People view of Training Tracker. Here you will view, add, edit, and remove employees to and from the system. Below is a key of the different controls and displays in the People tab: A. Search Fields Allows you to search for training assignments using the criteria listed (If no criteria selected, displays all training assignments) B. Search Results Displays the results of the search criteria in tabular format. Column width can be adjusted, and columns can be sorted by clicking the header C. Add Task Button Add a new task into the system (see pg 15) D. Edit Task Button Edit highlighted task (see pg) E. View Training Button View all training assignments of the highlighted task (see pg) F. Export Button Export list of all tasks to a.csv (see pg) G. Delete Button Delete checked tasks (see pg) H. People Tab Moves to Person View I. Tasks Tab Current Tab J. Training Tab Moves to Training View 16

Adding Tasks To add a task, click the Add button located in the upper part of the Task Tab. The Task Window contains a list of fields: - Task Name: This is a required field that will give a brief description of what the task is, and will be displayed in the Task Tab. - Description: This optional field lets you add a more specific description of the task. - Task Type: This optional field will allow you to choose a task type to organize the task (see Task Type in the File section for more information). - Inactive: This optional field allows you to set the task as inactive, meaning you can t assign it to people, but you will still see it in reports if you have assigned it previously (not recommended for new tasks). - Class Hours: This optional field allows you to set the default number of hours it takes to complete this task. - Cost: This optional field allows you to set the default cost to train one person in this task. - CEUs: This optional field allows you to set the default number of continuing education credit earned in this task (if applicable). - Task Repeats: This optional field will enable the system to automatically re-assign the task to people who have already completed this task on an interval of however many years, months, and days you choose. - Task Expires: This optional field will set an expiry date for a task for however many years, months, and days you choose after the assigned date (most useful in a repeating task, as the expiry date will be a set time after the date that the task is re-assigned). 17

Editing Tasks In order to Edit an existing Task, highlight the person you want to edit in the search results and then select the Edit button. This will open the Task Window, allowing you to change the data. Click Save to save the changes, Cancel to leave without saving the changes. Below is an example of the Task Window: 18

Deleting Tasks 19

To Delete a Task (or multiple Tasks), select the check box in the first column. Once you ve selected the people you want, the greyed out buttons at the top will light up, allowing you to click them, as shown above. Clicking the red Delete button will remove them from the system. You may also render a Task obsolete by highlighting the Task, clicking Edit, and checking the Inactive box in the Task Window. This will effectively mark the task as obsolete in the system, without removing it. View Training Within the Task Tab, it is possible to view training for a specific task immediately, by simply highlighting a task in the search results window and clicking the View Training button. This will open the Training Tab, filtered to display only task assignments from the task that was selected, as shown below (see Training Tab for more information): 20

Exporting Tasks If you need to move your records from the database in a simple format, or you need your tasks in a spreadsheet, you can export your data straight from Training Tracker. Simply click the Export button, and a window will pop up prompting you for a location and a filename for your exported file. Training Tracker exports to a Comma Separated file (.csv), and can be opened in a variety of 21

spreadsheet programs, including Microsoft Excel. Using the Search Function The main view of the Task Tab can be sorted using the search options on the left side of the window. You can search on all of the criteria listed on the left side. After setting the criteria, click Search to search the database. This is useful for grouping tasks if you need to remove multiple tasks from the system at the same time, or need to group them together to make changes (Note that you can only edit one task at a time). 22

The Training Tab Overview The Training Tab allows you to view the assigned Tasks of each Person. This page will give you information on what Tasks have been completed at a glance, and is able to be searched and sorted, for your convenience. Below is a key of the different areas of the Training Tab: A. Search Fields Allows you to search for training assignments using the criteria listed (If no criteria selected, displays all training assignments) B. Search Results Displays the results of the search criteria in tabular format. Column width can be adjusted, and columns can be sorted by clicking the header C. Add Training Button Assign new training to the person selected (see pg) D. Edit Training Button Edit highlighted Training Assignment (see pg) E. Export Training Button Export list of all Training Assignments to a.csv (see pg) F. Delete Training Button Delete checked Training Assignments (see pg) G. People Tab Moves to Person View H. Task Tab Moves to Task View I. Training Tab Current Tab 23

Add Training You ll notice that the Add button is disabled on this screen by default. In order to use the Add button on the Training Tab, you must first have a Person selected in the search area. Select a Person in the drop down menu in the search area, and the Add button will light up. You can then assign a task to the Person you selected, as shown below: 24

Edit Training To edit a Training item, highlight it and click edit. From this window the following properties can be changed: Due Date Selected from a calendar Date Training was accomplished - Selected from a calendar Date Training Expires - Selected from a calendar CEUs Credit Hours Cost Grade Notes These properties will likely already be filled in based on the default values for the task, but note that changing any of them in this was will not change the default values for a task, as they were set up in the Task window. The Edit Training window can only be used to adjust these properties for the one selected instance of a task being assigned to a person. 25

Export Training The process of exporting your Training is identical to the process of exporting Tasks and People. Simply click the Export Button, name the file, and save it in the location of your choosing. The file is saved as a comma separated file (.csv), which can be opened by many different spreadsheet programs, including Microsoft Excel. 26

Delete Training Deleting one or more Training assignments is as simple as deleting Tasks or People from the system. Simply check the Training you wish to delete and click the red Delete button in the top right corner. This will remove those particular Training assignments, without affecting your Person or Task lists. 27

Using the Search Function The main view of the Task Tab can be sorted using the search options on the left side of the window. You can search on all of the criteria listed, and filter by a date range and whether or not the Training assignment was completed. After setting the criteria, click Search to search the database. 28

The Menus File Menu The File menu can be accessed at any time from the upper-left corner of the main Training Tracker window. It contains several options generally related to creating and editing selectable options in a number of drop-down menus throughout the program. Below is a key of the File menu: Task Types Brings up a window to add, edit, and remove Task Types Task Groups Brings up a window to create, edit, and remove Task Groups Departments Brings up a window to add, edit, and remove Departments Categories Brings up a window to add, edit, and remove Person Categories Job Titles Brings up a window to add, edit, and remove Job Titles User-Defined Fields Brings up a window to add, edit, and remove UDFs 29

Task Types Selecting Task Types in the File menu brings up the Task Types window, which lists current Task Types as well as allowing them to be edited, or new types to be added to the list. These Task Types, as you may recall, are assigned to tasks when they are created, and can be used in the Search Function of the Task tab. Adding Task Types in this window will cause them to appear in the drop down menus when creating, editing or searching Tasks. To delete a Task Type, simply highlight it and click Delete. Click the Add button to create a new Task Type. Highlight a Task Type and click Edit to change the Task Type. 30

Task Groups Selecting Task Groups from the File menu opens the Task Groups window, which lists current Task Groups by name, and allows them to be edited or for new groups to be added to the list. Task Groups defined here are used when using the Assign Group function of the People window, and consist of a number of previously created Tasks which have been grouped together for easier assignment of commonly paired tasks, sort of like a certification, or a task with different steps. Selecting one of the groups and clicking the Edit button brings up the Group of Tasks window. From this window, groups can be added to or removed from the list of Tasks which make up that group, using the drop down menu and the add or remove buttons, respectively. 31

Departments Selecting Departments from the File menu opens the Departments window, which lists current Departments by name, and allows you to add, edit, or remove them. Adding departments in this window will cause them to become selectable options in the department drop-down menus when creating, editing and searching People and Training. 32

Categories Selecting Categories from the File menu opens the Categories window, which lists current Categories by name and allows them to be edited or for more Categories to be added to the list. Categories can be used when creating and searching People in the People Tab, as well as when generating reports, and will appear on those drop-down menus once added to the list. 33

Job Titles Selecting Job Titles from the File Menu opens the Job Titles window, which lists current Job Titles by name and allows them to be edited or for more Job Titles to be added to the list. Job Titles can be used when creating and searching People in the People Tab, as well as when generating reports, and will appear on those drop-down menus once added to the list. 34

User-Defined Fields (UDFs) Selecting User-Defined Fields (UDFs) from the File Menu opens the User-Defined Fields window, which lists current UDFs by name as well as the value assigned to them, and allows them to be edited, or for more UDFs to be added to the list. User-Defined Fields behave very much like Departments and Categories, however they have a name and a value. UDFs can be used when creating and searching for People in the People Tab, or to filter reports, and will appear on those dropdown menus once added to the list. Multiple user-defined fields can be added to a Person, and a report can be filtered by more than one user-defined field. The window to add or edit a UDF is shown below: 35

Wizards Menu If you have purchased a license with the barcode utility, you will have access to another menu; the Wizards menu. This menu allows you to perform various functions related to the barcode utility, such as: A. Get Barcode Scans Opens a window to get barcode scans (see pg) B. Print Person Barcodes Opens a window to print badge barcodes (see pg) C. Print Class Roll Sheet Opens a window to print a sheet of barcodes (see pg) This utility is built to streamline the process of setting Training as complete in the Training Tab. Those who do not have the barcode utility will still see this menu, but will be unable to select the options. Get Barcode Scans 36

The Get Scans window (shown above) allows you to pull scans from the scanner you have configured. There are two types of scans the system will recognize: Person Badge Scans (see pg) and Class Roll Sheet (see pg) scans. Select the option you ve used to record who completed a Training Task, and click Get Scans. Once the scans are read in, they will be shown on the bottom window. You can verify that the scans are accurate, and then click Accept and Finalize to mark the Training completed for the People that completed it automatically. Print Person Barcodes Upon clicking the Print Person Barcodes option, you will be able to print badges for the employees to wear by clicking Print on the window above. If employees already have barcodes on their badges, use those badges. Enter the barcode number into the badge number field on each employee. Otherwise, this will print barcodes on Avery 5520 mailing labels. Before printing, it will assign an internal number to each person, which requires that no one else is using the system. 37

Print Class Roll Sheet To use this option, you must select the training you wish to complete by searching for all instances of the Training Task that have not been completed. Select the name of the task in the search area on the left, and select Not Complete just above the search button, then click Search. Finally, check the Select All checkbox to the left of the add button, and then click Print Class Roll Sheet from the Wizards menu. This will generate a document with the Person, the due date, a barcode corresponding to that particular Training Assignment, and a box for your employees to check or initial, signaling their attendance, shown below. Once the Training Task has been completed, you can scan the barcodes of those who attended, then use the Get Barcode Scans utility to mark the Training Assignments as complete. 38

Utility Menu The Utility Menu can be accessed from any tab in the program by selecting it from the menus on the top of the screen. This menu provides administrator control over the system. The key for the Utility menu is listed below: Users Opens the Users window, allowing you to manage your login(s) (see pg) Roles Opens the Roles window, allowing you to manage your system roles (see pg) Archived People Opens the Archived People window, allowing you to manage Archived People (see pg) Import People Opens the Person Import window, allowing you to add People into Training Tracker from an external source (see pg) System Settings Opens the System Settings window, allowing you to change general settings of Training Tracker. (see pg) Scanner Setup Opens the Scanner Setup window, allowing you to configure a barcode scanner, if you have one. (see pg) Mailer Configuration Opens the Mailer Configuration window, allowing you to change e-mail settings. (see pg) Users 39

The Users window can be opened by selecting Users from the Utility Menu. The window lists all current users registered in the program and allows new Users to be added to the program. Existing users can also have their information edited, or, be deleted from the system. The window for adding or editing a User is shown below (Note: Passwords will not be shown in this window, so to save changes you must enter and verify that user s password): Roles The Roles List window is opened from the Utility Menu, and lists Roles, which are sets of permissions used in creating and editing Users. Selecting Add or click Edit from this window will open the Permissions window shown below: 40

The Permissions window lists the different permissions a Role can have. You can then check/uncheck the permissions you want, title the Role, and save it by clicking Save at the bottom. 41

Archived People The Archived People window displays all of the People you ve archived within a certain period of time. The list can additionally be filtered by name and Employee ID. From here you can also un-archive People by checking them and clicking the Unarchive Selected button. 42

Import People Training Tracker allows you to import People into the system from an external source. The file must be saved as a comma separated file (.csv). Most spreadsheet programs can save your file as this type of file. Once you ve selected your import file, it will show a preview of the file in the empty space above the Cancel button. Clicking Next will take you to the following page: 43

Here you can map the columns of your spreadsheet to the fields in Training Tracker, and mark which column is the unique identifier for each Person. On the left side are the Training Tracker fields, and on the right are the columns of your spreadsheet. Once you ve completed mapping your columns, click Next. This will take you to the final window: Here you can review what the import will look like with a few samples. You can check to make sure the columns were set correctly, and, if they were, you can click Finalize to import your People into the database. 44

System Settings In the System Settings window, an administrator (whoever has the permissions to access this page) can control where the program stores and retrieves data. You can use the Local File setting to create/use a LocalDB file stored in a location of your choosing. Training Tracker has a default folder where it stores this file: C:\Users\<Windows Login>\AppData\Roaming\ComputerDirections\TrainingTracker\6.0.0.0 Additionally, you can choose to connect to a database on a SQL Server. Training Tracker is compatible with Microsoft SQL Server 2005 and later, as well as Express versions. You would put in the server name or ip address, the name of the database, and, if you have set up a SQL Server login for Training Tracker, the login information for that. If you have given the Windows Login of the client computer permission to access the database, you can check Windows Integrated Security and leave the User Name and Password fields blank. Finally, the System Settings window allows you to set a Default Storage Folder for Attached Documents. The actual documents will be stored in this folder, not in the database, so if you have multiple users accessing Training Tracker, make this folder a network folder that all of your users can access. For more information on server setup, please refer to our Microsoft SQL Server Installation Guide. 45

Mailer Configuration The Mailer Configuration window allows you to set up email services for Training Tracker. In addition to setting up a host and port, you can set the email address that sends email reminders and other emails through the system. You MUST have this configured before you can use the emailing system in Training Tracker. 46

Upgrade If you have used Training Tracker 5, you can migrate your data from the old version to the new version using this utility. Depending on the operating system, your old database will be located in one of two default locations: Windows XP: C:\Program Files\TrainingTracker5\TrainingTracker50.mdb Windows Vista/7/8/8.1: C:\Users\<Windows Login>\AppData\Local\VirutalStore\Program Files(x86)\TrainingTracker5\TrainingTracker50.mdb Once you know the location of your old database, you can browse for the file, re-enter your username and password, and click Import to begin the process of migrating your data. The amount of time it takes varies from company to company. 47

Reports The Reports menu is where you can generate documentation on all of your training. There are two general types of Reports: Training Reports Reports that you set filters and constraints on to generate the data you are looking for. These reports typically provide more than one or two fields of data. This includes the following: o Training By Task o Training By Person o Tasks To Do o Who Completed (or did not Complete) a Task o Grades & hours By Person o Expiration By Task o Credit hours By Department List Reports Reports that, generally, you don t need to provide constraints to generate the documentation. They typically only list one or two fields. These reports include: o My Reminders o Personnel Report o Contact Verification o Categories List o Job Titles List o Department List 48

o User-Defined Fields List o Task Lists o Group Tasks o System Users o Audit o Archive Report Training Reports For the majority of the Training Reports, this window (or a window similar in content) will appear, allowing you to tailor your report so that you receive the data you need. Generally, the Abbreviated report option will show you the information you need, but you can choose to generate a Detailed report that will show you more fields about the Task and the Person. The Tasks To Do report window, shown below, has two additions: Reminders and a Due Date Range. With this report, you can check to see if any People fitting the criteria in the Person section on the right side have a Task Assignment or Task Assignments due within the date range you specify. If so, you can generate a report of this, print out a formatted reminder to-do list, or e-mail a reminder along with a to-do list (if you have e-mail set up). 49

Other reports, such as the Grades & Hours By Person report have a Completion Date Range criteria, where only reports that were completed within the two dates will show up. The window for this report is shown below: 50

List Reports As previously stated, these reports, with some exceptions, are generated once you select them from the menu. They are useful for providing a basic list of items, and aren t typically used for formal reports, but for record-keeping. The Personnel Report, Contact Verification Report, Audit, and Archive Reports are unique from the rest in that they allow you to filter them as well. These reports generally aren t used often, but they can be powerful tools when necessary. The Personnel Report can be used to show all information about each Person in the system. Every field that you can edit in the Person screen will show up here (User-Defined Fields, Notes, and Attachments are not included). Below is the window for filtering the Personnel Report: The Contact Verification Report can show you the contact information for each Person that meets the criteria. It additionally shows the status, number of active tasks, and number of completed tasks. The window for filtering the Contact Verification Report is shown below: 51

The Audit report shows a system log. Training Tracker keeps track of every change made in the system, and this report can show you which user(s) made changes in the database. This report is useful for administrative purposes. Below is the criteria window for organizing this report: 52

Finally, the Archive report can show you both Archived People as well as the Training that Archived People have been assigned. This is how you can keep track of the Tasks an Archived Person has completed or not completed. The window for this report is shown below: Help The Help menu here shows you just two options: About and Enter License Key. Both windows are shown below: 53

About This window gives you information about your installation of Training Tracker. Here you can check to make sure you have the latest version, and you can click on the link to be taken to the Training Tracker website. Enter License Key This window will allow you to enter your company name and corresponding license key. This is particularly useful if you have the demo installed on a machine, and you wish to apply a license you have purchased. This is also useful if you recently upgraded your license with the barcode utility or added users. 54