Skip to main content

Training Taken - WebTMA 7

training_taken.png

Path: Transactions > Training > Training Taken

The Training Taken window is used by Trainers to review a class, mark attendance, or add close dates in one place rather than opening several windows. A list of Trainees displays in the Training Assignments Section once you select a Class and Trainer.

The Trainer selection can be one of three: Technician Trainer, Vendor Trainer, or Outside Trainer. Vendor records are created using the Organization > Vendor window and Outside Trainers are entered from the Training > Class window when you set up or edit a Class record.

Trainers use the window to:

  • select the Class

  • indicate Pass, Fail, or Not Attended

  • mark the Closed Date

Details

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Was this article helpful?
0 out of 0 found this helpful

Articles in this section

2025 Client Training Schedule
See the full list of web training events.