Click the Records Management menu on the Top Navigation Bar, then click on the Training option to access a consolidated pathway for viewing and managing training data from a single screen.
Note: The Training Dashboard contents are based on permissions and can vary by user. For more information on permissions, refer to your system administrator.
The Training Dashboard consists of several features:
1. There are five tabs that contain various course and certification information. Each tab contains links that allow you to view or edit information, depending on your permissions set by the agency administrator. Available links vary by tab as outlined below.
| – | A current list of active courses. |
| – | View or edit upcoming courses. |
| – | A list of employees not registered for a required course for their employee type, or a list of employees who are attendees of a course that has expired. |
| – | View or edit employee records. |
| – | A list of employees who are attendees of a course nearing expiration. |
| – | View or edit employee records. |
| – | A list of expired certifications by employee. |
| – | View or edit employee records. |
| – | A list of certifications about to expire by employee. |
| – | View or edit employee records. |
| 2. | Three buttons on the top right of the window: |
| – | Click the Manage Courses button to add or update courses. For more information refer to Manage Courses. |
| – | Click the Manage Certifications button to add or update certifications. |
| – | Click the Go Back button to exit the dashboard. |
| 3. | You can change the number of entries that appear in the grid. Click on the Show Entries  and select 10, 25, 50 or 100. The default is 10. |
| 4. | The bottom of the window displays the number of entries and it allows you to navigate between pages. |
This example shows 10 entries per page. The highlighted number on the right is the page currently being viewed. Click Next to advance to the next page, or click the page number you want to view. Click on Previous to view the previous page.
| 5. | Each tab allows you to Search or filter data that appears in the grid. |
a. Click on the tab you want to view, if different than the default Upcoming Courses.
b. Enter text into the Search text box, then click the Search button or press Enter to display only records matching the entered text. The displayed list dynamically changes based on the entered text.
For example, on the Upcoming Courses tab enter k9 in the text box, then click Search or press Enter to show only records containing k9.
Note: Click the Reset button to remove the entered search text and list all available records.
| 6. | Example of accessing information within a tab. The same general process applies to all tabs. |
View Details Two Ways
a. Click on a Course to view details about that particular course. This is view only, details cannot be changed here.
b. Click on the information bubble to view the details without having to open the record itself.
Click on the Close button to close the window and return to the Training dashboard.
Edit the Details
a. Or click on the Select icon 
under the Actions column to edit the details of a particular course.
b. Click on the Back button to return to the Dashboard. For your convenience, this button is located on the upper right of the window and on the lower center of the window; either will return you to the Dashboard.
Exit Training Module
a. Click the Go Back button to return to the Records Management main menu.