Add Training Class

  1. From the File menu, select the Training Classes option.
  2. (If the Training Class form with the last modified record is opened) Press New (or Ctrl + N) to add a new record.
  3. (If a blank Training Class form is opened) Enter a new record.
  4. (If the Query form is displayed) Press Cancel to add a new record.

  5. In Start Date, enter the date the class will be conducted.

    You can enter a historic date, a future date, or keep today's date (automatically inserted).

  6. Type or lookup a Category.

    The description associated with the selected training category is inserted into Class Description.

  7. Change the Class Description if necessary.
  8. Type or lookup the Agency providing the training.

  9. Type a Dept Course Number.

    Example: Catalog numbers or other IDs assigned to the particular training class.

  10. Press Instructors to add all instructors teaching the class.

    The values you add to the Default Values area fields are added to each staff member record added for the activity.

  11. Edit the values for specific participant detail records.

    1. Type or lookup the Station, Shift, Unit of staff members added to the activity. If most staff share a particular station, shift, or unit, use these fields. These fields can be left empty.

    2. Type the Hours Worked for staff members added to the activity (can be different than hours paid).
    3. Type the Credit Points to add to each staff member record added for the activity. If necessary, you can edit the values for specific participant detail records.
    4. Type the CEU (continuing education units) assigned for attending the training class.
    5. Check Attendance Required if attendees are required to attend the training class.
    6. Select any combination of Fire, Rescue, Medical, Other depending on the type(s) that best describe the activity.
    7. Add Payroll Calculation area information. Information on pay calculations is available in Pay.

  12. Add training class participants in one of these ways.

    1. Press Add. The Attendee Detail form is displayed.

    2. Type or lookup the staff member to add to the staff activity in Staff ID.

      Other values in this form are brought in from the Staff Activity form when available. Fields can be modified as necessary.

    3. Press New to add an additional participant detail, or save and close detail record.

    1. Press Add Group.

      The Staff Group Select form is displayed, and three different sections can appear in it.

      Note: You can specify which section to display in the Administrative Options form Staff section. The Staff Master section is the default section.

    2. Depending on what section is displayed, do the following.

      1. Add specific Status, FDID, Station, Shift, Unit values.

        When the value is included in the staff member record, the staff member is listed (unless the staff member record is designated as hidden). By default, the staff member is included in the list if the corresponding field in the staff member’s record is blank.

      2. (If you have a saved set of criteria) Select the set from the Restore from Saved Criteria drop down field and the values for each field saved with the set are applied.

        Tip: Save Status, FDID, Station, Shift and Unit field values as a set by pressing Save Criteria As. When you wish to modify the set, change the values in the appropriate fields and press Update Criteria to modify the saved criteria.

      3. Check Match Criteria Exactly to include staff in the list only if the values you specify exactly match the corresponding fields in the staff member record.

        If a criteria field has a value and the corresponding field in the staff member’s record is blank, the staff member is not listed.

      4. Check View Hidden Staff Members to display staff members that are designated as hidden.

      5. Check Limit the list of staff members available on and specify a date and/or time to use as criteria for listing staff.

        If a staff member has a specific availability record indicating that the staff member is not available at the entered date and/or time, they will be excluded. Staff members without availability records are listed when they meet other criteria regardless of the date and/or time unless Match Criteria Exactly is checked.

        Note: Before selecting displayed list of staff to activity, be sure to press Update Criteria if you want changed criteria to be available when the criteria is next used. If you want the specific list displayed to be available as a group, press Save Group As and specify a group name that will be available from the Staff Groups Select form Saved Groups section. Saved groups are listed in the Saved Groups section.

      6. Select staff to add to activity.

        Tip: Select multiple staff by pressing Ctrl while selecting.

        A staff member is selected when the name is highlighted.

      7. Press OK to add selected staff to the activity.
      1. Select the Station/Shift/Unit and corresponding staff are listed.

      2. Select staff to add to activity.

        Tip: Select multiple staff by pressing Ctrl while selecting.

        A staff member is selected when the name is highlighted.

      3. Press OK to add selected staff to the activity.
      1. Select group and corresponding staff are listed.

      2. Select staff to add to activity.

        Tip: Select multiple staff by pressing Ctrl while selecting.

        A staff member is selected when the name is highlighted.

      3. Press OK to add selected staff to the activity.
      4. Change activity details on the Staff Activity - Group Add form as necessary.
      5. Press OK to add participant details for selected staff members with the values you specify.
  13. Complete remaining fields as necessary.

  14. Add notes about the training class into the Notes section.

    The training class objective is typically entered into the notes field.

    A default objective can be added to the Training Categories code, and when the code is added to a new training class, the default objective is inserted into the training class notes.

  15. Add user fields, attach files, complete non-incident casualty reports and add equipment used as needed to the Other section.
  16. Save and close training class.

 

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