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General Tab
Field Name
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Description
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First Name
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The first name of the person.
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Last Name
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The last name of the person.
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Personnel Number
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You may leave the field blank to have Training Manager assign a personnel number, or manually enter a personnel number.
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Phone Number
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The phone number for the person.
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Email Address
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The email address for the person.
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Hire Date
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The date when the person was hired.
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Classification
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A selection field for the person's Classification (Full-Time, Part-Time, Contractor, Consultant, etc.). You can set the values for this selection field on the Options page - Selection Fields.
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Status
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A selection field which indicates whether the Course is "Active" or "Inactive". To retain historical training data for Courses which are no longer in use, set the Status to "Inactive". This will allow you to exclude or include the Inactive records in reports as needed.
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Shift
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A selection field for the person's shift (1st Shift, 2nd Shift, etc.). You can set the values for this selection field on the Options page - Selection Fields.
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Group
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A selection field for the Personnel Group that the person belongs to. You can manage the names in the list by right-clicking on the Group folder list on the left side of the page.
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Location
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A selection field for the Location of the person. You can manage the names in the list by right-clicking on the Location folder list on the left side of the page.
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Supervisor
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A selection field for the Supervisor of the person. This available names include Personnel with the "Is Supervisor" field set to "Yes".
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Job Role(s)
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A list of Job Roles for this person.
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Is a Supervisor?
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A Yes/No field indicating whether the person is a Supervisor.
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Is a Trainer?
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A Yes/No field indicating whether the person is a Trainer.
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Excluded from Required Training?
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A Yes/No field indicating whether the person is excluded from Required Training.
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Picture Box
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A field for uploading a photo of the person.
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Account Tab
Field Name
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Description
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Login Name
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You may enter a different login name if the user will not be using their email address to login.
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System Role
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The System Role field is used to assign the functions available to the user.
| • | Viewer: The default role is “Viewer”. A viewer cannot make changes to any data. |
| • | Data Administrator: A “Data Administrator” has access to view, edit, add, and delete Courses, Personnel, Sessions, Requirements, and selection fields. Data Administrators cannot make changes to Company Options, empty the recycle bin (permanent delete), or set passwords. |
| • | System Administrator: A “System Administrator” has full access to all areas of the system including Company Options, Recycle Bin (permanent delete), and setting passwords. |
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Scope
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The Scope field is used to assign the data access available to the user.
| • | Company: Access to the data for all personnel in the system. |
| • | Individual: Access to the data for the individual user's training records only. |
| • | Group: Access to the training data for the individual's Group. |
| • | Location: Access to the training data for the individual's Location. |
| • | Direct Reports: Access to the training data for the individual's Direct Reports. |
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Timezone
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The timezone for the person.
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Set Password button
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If you are a System Administrator, you can use this button to set the user's password.
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Transfer System Administrator link
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Use this link to transfer your System Administrator permissions to another user.
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Transcript Tab
Field Name
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Description
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Course
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A selection field for the Course which was taught in this training record.
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Version
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A selection field for the Course Version.
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Status
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The timezone for the person.
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Completion Date
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If you are a System Administrator, you can use this button to set the user's password.
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Score
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Use this link to transfer your System Administrator permissions to another user.
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Student Cost
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A numeric field for the "Student Cost" (per Student).
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Notes
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A text field for any notes related to this training record.
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Related Session
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The related Session record for this training record. You may select an existing Session, or one will be created for you.
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Trainer
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A selection field for the Trainer for this training record.
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Location
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A selection field for the Location where the training occurred.
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Requirements Tab
Field Name
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Description
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A list of training Requirements for the person.
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A list of training Requirements for the person. See the Requirement Details.
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Notes Tab
The Notes tab is a place where you can enter free-form rich text notes.
Files Tab
The Files tab contains a list of files which have been uploaded for the Personnel record.
History Tab
The History tab contains a list of updates for the Personnel record.
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