Training Records

Training records can be recorded with a notifier entry to remind users of any expiry dates.

Creating a new training record

Select + to create a new record, the next available training record number will be displayed.

Select an employee from the drop down menu, their job title will be automatically populated from the information retained in Tricorn Production or within the setup tables

Enter the description of the training

Select a procedure from the drop down menu.

Enter the date of the training with the duration in days.  The original date of the record will be displayed, it is not possible to edit this date and the field is greyed out.

Nature

Double click within the field to open the rich text window where text can be formatted, enter any information relating to this course.  To attach any documents use the insert file button

Outcome

Perceived outcome of the course can be recorded within this field, also any post course interview information.

Double click within the field to open the rich text window where text can be formatted.

To attach any documents use the insert file button

Comments

Pre/post course comments can be recorded within this field

Double click within the field to open the rich text window where text can be formatted.

To attach any documents use the insert file button

Next Activity date – can be set to notify users this training record requires attention. The number of the record appears in the beginning of the field, text within the notifier prompt can be edited to suit the user.

Approved by – enter the name of the person who approved the attendance of this course.

To save the record select