The Training Group enables you to find a Trainee or a Class.
To find a trainee
- Select Training > View/Edit Trainee.
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On the Employee Find page, enter values in the search criteria in the upper part of the page; see Search criteria on the Employee Find page for more information. You can click the More Options link to enter additional criteria to use in the search; see More Options search criteria on the Employee Find page for more information. (Click the More Options link a second time to hide the additional criteria.)
As you type the values in the search criteria, the search results table in the lower part of the page changes to display the matching employees, or closest matching employees.
Tip: You can click a column in the search results table to sort the table by that column.
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After you find the trainee, either:
- Double click the trainee in the table.
- Select the trainee in the table and click .
That trainee's page opens.
To find a class
The Class Find page presents a list of classes sorted by the most recent Start Date.
Scroll through the list and double-click the class to select (or highlight the class and press Enter) to begin the task.
Use the Search Criteria to change the sort order. You can sort by Date, Description, or Course.
You can also search for specific classes by date, description, or course. Select Description or Course. Enter the first few characters of a description or code to see a list of programs that match.
To find classes that begin on a particular date, select Date and enter the date in the text box. Consider the following examples.
- To find classes beginning on November 4th, 2022, enter 11/04/19.
- To find classes with a start date in January of 2024, enter 01/20.
- To find classes with a start date in 2023, enter 2023 or 20.
To find a course
The table on the Select a Course page shows the courses sorted alphabetically by course description.
To help locate a course, for Search Criteria (below the table), select either Description or Code, and then type first few characters of a description or code. The table only shows courses that match your search criteria.
To find a program
The Program Find page presents a list of programs sorted alphabetically by program description.
Use the Search Criteria to change the sort order. You can sort by Description or Code.
You can also search for specific programs by description or code. Select Description or Code radio button and enter the first few characters of a description or code to see a list of programs that match.