Entering Training Records from the Training Tab of the User Detail Page

When entering initial training information during setup, you can streamline entry by selecting documents based on jobs. For example, assuming documents are assigned to jobs, you can search for a particular user and select the documents based on jobs, as shown below.

To search on documents by job:

1. From the Training tab on the User Detail page, click the Edit button.

The Training tab of the User Detail page displays.

2. Click the Search Items button.

The Document Search page displays.

3. From the Field drop-down list, select Job and click the Do Search button.

The system displays a list of jobs.

4. Highlight the specific job and click the OK tab.

The Document Results page displays, which includes a list of documents that are assigned to that particular job.

5. Select the checkboxes of the documents that you would like to add to training for the user, and then click the OK tab.

The system populates the current training list on the Training tab.

6. Click the Save button when all documents have been added to the user.