Path: Transactions > Training > Class
The Class window is used to create details such as a Description, Start/End Dates, and default Trainer for a Class. Classes can be standalone or affiliated with a Program.
Although the default Trainer is optional, assigning a Trainer from the Class record can save keystrokes. Trainers designated on the Class window automatically populate the Trainer field on the Assignment Entry flyout.
Use the Additional Info Section to enter free-form notes about the Class if needed.
When the Class is closed from the Training Taken window, WebTMA automatically sends an email to the Trainees with a link to the evaluation. The system uses the email address saved with the Technician record.
How to Add Training Classes
In Add mode:
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Enter the Class Description.
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Select the Repair Center.
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Choose the Start and End Date as well as other dates.
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Complete other elective fields as needed.
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Select Save on the WebTMA toolbar.
Class Survey Tab
Design student evaluations by selecting questions on the Survey Tab. You can add questions to the Survey Tab of both the Program and Class windows, but the Class window evaluation takes precedence. To generate an evaluation, questions must be selected on at least one of the Survey Tabs and the Survey Required box on the Identity Tab must be checked.
On the Class window if you select a Training Course (established in Organization > Lookups) for a new Class, survey questions for the selected Training Course are added to the Class / Survey Tab but only if the Tab is empty.
Adding evaluation questions is the same for both the Program and Class windows. See Survey Tab for instructions.
View Survey Result
Using the Action Menu link View Survey Result, authorized users can review the survey answers returned by Trainees.
Permission to use this link is given from Admin > User Management > Records / Preferences Tab by granting View Training Survey Result. NOTE: The link does not display on the Action Menu unless the logged in user has the Preference granted.
When you click the link, the Respondent flyout opens.
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Select the Respondent Name. If the respondent did not include a name, WebTMA uses “Anonymous Respondent.
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Choose the Load Survey Result button.
The resulting read-only page displays the answers submitted by the selected respondent.
Trainees Tab
The Trainees Tab displays names of students assigned to the Class from the following sources:
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pending or assigned requests submitted from Work Order or Quick Post to attend the Class
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pending or assigned requests submitted from mobile devices to attend the Class
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pending or assigned requests made using the Training Batch Request window
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requests submitted for a different Class, but re-assignment made to this Class
Grid Sections for Open or Closed Classes display on the Tab.
The Open Section does not show Classes that were attended and completed. This Section displays pending Classes or assigned Classes that have not been closed from the Training Taken window.
A blue dot next to the Technician's name in the Open Section indicates the Class has been assigned. Lines without a blue dot are pending. You can make line-by-line edits on this page.
Closed Section
The Closed Section includes an additional column showing Closed Date.
Classes that were closed using Organization > Repair Center > Manage Technician Training or otherwise canceled are shown in the Closed Section.
With limitations, lines in the Closed Section can be edited or deleted. If the Close Date field on the Identity Tab is empty
, you can update the Close Date for a student.
In Edit mode, look for the pencil icon to edit the Close Date or the trash can icon to remove non-attendees. Pencil icons are only available to lines that display the blue dot at the left side of the line.
How to Edit a Trainee Line
Use the Class window to make changes to Classes that have been assigned. When editing a line item, any default values for the assignment are read-only.
On the Trainees Tab:
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Choose Edit on the WebTMA toolbar.
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Select the pencil icon for the line you want to edit.
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Change data in editable fields on the Assignment Edit flyout.
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Choose the Save button on the Assignment Edit window.
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Select Save on the WebTMA toolbar.
Reopen Trainee Assignment
Path: Transactions > Training > Training Class / Trainees Tab–Closed Section
Typically, the Class / Trainees–Closed Section is used to review closed training assignments. If you need to reopen or delete an assignment line, you have the option to do so from the Trainees–Closed Section. When a blue dot displays to the left of a line, the trash can and pencil icons are available in Edit mode. The pencil icon is enabled only when the Class / Identity Tab does not have a completed Close Date. The trash can icon is only available if no hours were posted to that training assignment line.
When you select the pencil icon, the Close Date is the only field that can be changed on the flyout.
Clear the Close Date and time fields on the Assignment Edit flyout, and choose the Save button on the flyout.
This action returns the line to the Trainees–Open Section. You can then open the Training > Training Taken window to enter a Close Date as well as Pass/Fail, and Hours.
Want to Learn More?
Visit the WebTMA Help Page