Path: Organization > Lookups
Before you establish training Programs and Classes, go to Organization > Lookups to create the building blocks of your organization's curriculum. Several Lookup Types are used with the Training module.
Customer Survey
Use Customer Survey to create questions for Class evaluations.
When the Class check box is marked for a question created in Lookups, the question is also available for selection from the Lookups > Training Courses /Survey Tab as well as from Training > Program / Survey and Training > Class / Survey.
Program Types
Program Types Lookups are used to establish general categories of study (such as Personnel, Administration, Management, etc.).
These Types are available for selection from the Transactions > Training > Program window.
Time Type
In general, Time Types are used when recording a Technician's time for Work Order-related time and other records.
If you use the Training module, Trainee and Trainer check boxes are also visible on this Lookup window. No more than one Time Type can be checked as Trainer or Trainee; however, the same Time Type can be marked as both Trainer and Trainee. Once the Trainer and Trainee check boxes are marked, the boxes are disabled for all other Time Type records.
The Trainer and/or Trainee Time Types cannot have the Work Order Time check box marked.
Note that unless one of these check boxes (Trainer or Trainee) is marked on a Time Type, you cannot save records from the Training > Training Taken window.
Training Courses
Training Courses from Lookups are linked to the Training > Class window and to the Technicians window to log training completed by a Technician. The courses can be offered and/or required by your organization or an outside source.
If you survey Technicians about the effectiveness of the course, you can enter survey questions on the Lookups > Training Courses / Survey Tab. These questions will default to the Class / Survey Tab; however, this only applies if no questions have previously been added to the Class / Survey Tab.