Populate the data

Data may be entered in any order as needed; however, it can be helpful when you start out to enter your data in the order described below for a smooth flow, minimizing the back-and-forth jumping from one area of the database to another. Below is a summary of the steps to populate your database.

Step 1: Selection Fields

Open the Options page by clicking the Options button in the main navigation, and then click the Selection Fields link located in the left side navigation area.

Next, choose a selection field to update by clicking on Job Role, Personnel Classification, or Shift. You can add, edit, and delete values for each selection field as needed.

If you don't have all of the data now, that's ok. You can enter it in later, but entering it now will allow you to easily select it when adding Course and Personnel records in the following steps.

Step 2: Categories, Groups, and Locations

Locate the navigation folders on the left side of the main Course List page. Right-click on a folder and then choose from the menu option to add New, Rename, or Delete a folder. Use this process to organize the Categories in the Course List, and then repeat the same process for the Groups and Locations on the main Personnel List page.

You can edit the position within the folder hierarchy by dragging and dropping a folder from one level in the hierarchy to another.

Step 3: Courses

Next, enter your master course list on the Courses list page. Begin a new record by clicking the "New Course" button. Fill in the information and then click the Save button to add the new course to the list.

Step 4: People

Next, enter your master list of Personnel on the People tab. Begin a new record by clicking the "New Person" button. Fill in the information and then click the Save button to add the new person to the list.

Step 5: Sessions

Add historical and new training on the Sessions tab.

Step 6: Requirements

Set up your organization's training and re-training requirements on the Requirements page. Although it's easy to get started adding individual training requirements, it's a better practice to assign the required training to "Groups" or "Job Roles" whenever possible. Then, Training Manager can automatically assign training when a person changes Groups or Job Roles within the organization.

Step 7: Report Header and Footer

To change the default header and footer on reports, go to the main Options page by clicking the button in the Main Navigation along the top, and then click the Report Options link located in the left side navigation area. You can then enter the values for the Header and Footer as needed, and then Save the changes.