These setting apply to the optional Training module. 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
Path: Organization > Lookups > Customer Survey
Use the Customer Survey Lookup to create questions for class evaluations.
The questions created in Lookups are then available for selection from the Survey Tab on the Lookups > Training Courses as well as from Training > Program and Training > Class windows.
Program Type
Path: Organization > Lookups > Program Type
Program Type Lookups are used to establish general categories of study (comparable to Departments, i.e., Personnel, Administration, etc.).
These Types are available for selection from the Training > Program window.
Time Type
Path: Organization > Lookups > Time Type
The Trainee and Trainer check boxes are available if you use the optional WebTMA Training module.
Time Types are used in recording a technician's time for work order-related time and other time.
The Trainee and Trainer check boxes are visible only if you use the optional Training module. Mark a check box to track whether a technician attended the class as a student or instructor. Only one of these check boxes can be marked for the same Time Type. Either the type applies to a Trainee or it applies to a Trainer.
Note that unless one of these check boxes is marked on a Time Type, you cannot save records from the Training > Training Taken window.
Training Courses
Path: Organization > Lookups > Training Courses
Training Courses 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 Training Courses / Survey Tab.
