Trainings
Trainings
About Trainings
The Training feature allows you to define, track, and manage all training programs and certifications relevant to your facility's users. You can add new training courses, record user completion, and monitor their qualifications for specific equipment or areas. This ensures that only authorized and adequately trained personnel access your resources.
Creating a New Training Module
If the required training does not exist, you can create it by clicking the + icon. This opens the New Training form, where you must enter all relevant details.
| Field | Description |
|---|---|
| Name | Enter a clear and descriptive training name |
| Schedule | Define when the training occurs (e.g., date/time or recurring schedule). |
| State | Set the training status (e.g., Active, Inactive). |
| Requirement | Check this if the training must be completed before users can access the resource. |
| Renew on Use | Enable this if the training needs periodic renewal each time the resource is used. |
| Days Validation | Specify how many days the training remains valid. After this period, renewal is required. |
| Description | Provide a detailed explanation or safety notes for the training module. |
After completing the form, click Create Training.
Related Trainables
Location
You can attach a location to this item. For more information on managing locations, refer to the Location Management Documentation.
Resources
You can attach a resource as needed. For more information on managing resources, refer to the Resource Management Documentation.
Processes
You can attach a process to define workflows. For more information on managing processes, refer to the process management documentation.
Configurations
This section lists all the associated configurations and allows to view, edit or delete any configuration.
Training Records
Training Records allow administrators, trainers, and trainees to track training progress, assign new trainings, and maintain a complete history of completed or ongoing training activities.
Create Training Record
When creating a Training Record, the following fields must be specified:
| Field | Description |
|---|---|
| Training | Select the specific training module to be assigned to the trainee. |
| Trainee | The person who will undergo the training. |
| Trainer | The individual responsible for delivering or supervising the training. |
| Training Session | Defines when/where the training will take place, including session ID, schedule, or date/time. |
| State | Indicates the training status. Options include Assigned, In Progress, Completed, Cancelled, etc. |
| Attach Training | After creating a record, attach the selected training. Trainer receives a notification to begin the session. |
State
Set the current status of the training record. Typical states include:
| Field | Description |
|---|---|
| Valid | The training record is active and currently applicable. |
| Expired | The training has passed its validity period and must be renewed. |
| Revoked | The training is no longer valid due to administrative or compliance reasons. |
Attach Training
After creating a Training Record, the system allows you to attach the relevant training to the trainee.
Once a training is attached:
- The trainer receives a notification or system message.
- The trainer can then conduct, review, and update the training for that specific trainee.
- Any progress, feedback, or completion status can be recorded within the Training Record.