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Training Manager

Concepts

The training manager lets you search for people who have gone through or are registered for training courses. The people listed here can be in different courses on different days.

When to use this tool

Linked Graphic

Finding training records

  1. Use the fields at the top to select which training records to display
  2. Click on the Get trainings button. This will bring up all of the training records which meet your criteria.

On the right-click menu

Right-click on a person on the list to modify individual people or perform other actions.

This training record

Edit record

Edits the training record itself.

Delete

Deletes the training record.

Edit entrant

Edits the person who's registered.

Send a letter

Brings up a list of letter templates, selecting one of these will merge the training record with that template.

 

Enroll a person (outside of a course)

Brings up the person lookup tool to let you search for a person, then give the person a training record with whatever properties you want.

Selected training records

Set status

Sets the status of all checked records.

Send a letter

Brings up a list of letter templates, selecting one of these will merge all checked training records with that template.

Print mailing labels

Prints any of the built-in mailing labels for the checked people.

Delete

Deletes all checked records.

Un-delete

Un-deletes all checked records.

 

Select

All/None/Reverse, use these to check and un-check all records.

See Also

Training

Subjects

Training Records

Training Courses

Course Entrants