Add Training Program

1. From the File menu, select Training Programs and Certifications option Training Programs option.
2. (If the Training Program form with the last modified record is opened) Press New (or Ctrl + N).
3. (If a blank Training Program form is opened) Add a new record.
4. (If the Query form is displayed) Press Cancel.
5. Type a training program Description.
6. Type or lookup the Certification/Program Code.
7. Enter the Duration in Months for the period of time the certification is valid for, if applicable.

8. Press Add.

   The Training Program Requirement Detail form is displayed.

9. Select Requirement Type.

   • Select Training and type or lookup the training category code.
   • Select Activity and type or lookup the activity code
   • Select Elective and type or lookup the training category code group.
10. Type the Hours Required, or if the training/activity/elective is not added unless a specific skill is assumed for the attendee and is not based on hour, check Skill Based.
11. Press New to add additional training or activity requirements, or press Save then Close.
12. Click the Staff Members tab.

13. Add staff to training program in one of the following ways.

    Add staff one at a time

    1. Press Add.

       The Staff Member Training Program Detail form is displayed.

    2. Type or lookup the staff member’s ID in Staff No.
    3. Type or lookup the Original Cert Date that the staff member was certified, if applicable.

    4. Type or lookup the Current Certification Date the current certification was given to the staff member, if applicable.

       If you change the date in this field, all activities/training classes attended in the period between the current and expiration date are displayed.

    5. Type or lookup the Current Exam Score the staff member was given towards receiving the current certification, if applicable.

    6. Type or lookup the Expiration Date the certification lapses (becomes invalid).

       If a value is entered in the Duration in Months field of the Training Program form, this date is calculated for you.

    7. Review requirements.

       The Requirement Summary area lists training or activity requirements the staff member must take to satisfy certification requirements.

    • Type lists the type of training, “T” for training, “A” for activity, and “E” for elective.
    • Code is the Training Category, Activity Type, or Training Category code group.
    • Req'd Hrs is the number of hours required.
    • Cur Hrs is the number of hours currently met.
    • Balance is the required hours minus current hours for the staff member.

    8. Review requirement details.

       When a specific requirement is highlighted in the Requirement Summary area, the training or activities the staff member has taken to fulfill the requirement in the time between the Current Cert Date and Expiration Date are listed in the Details for area.

    9. Press New to add an additional staff member to the training program, or save and close record.
    Add a group of staff

    1. Press Add Group.

       If 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.

       Staff Master section is displayed

       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.
       Station Roster section is displayed

       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.
       Saved Group section is displayed

       1. Select group and corresponding staff are listed.
       2. Select staff to add to activity.

       3. Select multiple staff by pressing Ctrl while selecting.

          A staff member is selected when the name is highlighted.

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

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

    User-defined fields, attached files, non-incident casualty reports, and equipment usage records are added from the Other section.

16. Save and close when finished.

 

Related Topics:

• Update Expired Certifications