Training master

The Training Master page is the list of trainings your employees can be assigned: safety inductions, compliance courses, product training and so on. Every training record of an employee belongs to a training set up here.

To open it, select HR > Training > Masters.

Once a training is set up, assign it to employees on Training assignments. For how the whole process works, see Training.

Choose the company

The list at the top chooses the company. It holds the companies you have access to, starts on your own company, and is greyed out if you have only one.

The page lists the active trainings the company can use: its own trainings, the trainings other companies share, and any trainings set up for every company on your installation. A training you add belongs to the company selected here.

Find a training

Select Filters to open the filter panel, if it is closed.
Enter or select the filters you need.
Select Search.

Filter	Finds
Code / Title	Any part of the training’s code or title.
Category	The trainings of one category.
Type	The trainings of one type.
Mandatory	Yes for mandatory trainings, No for the others.
Status	Active or Inactive trainings. The page shows active trainings only: see Inactive trainings.

A filter in use is highlighted. Reset clears the filters. TrakIT remembers whether you left the filter panel open or closed.

The list

The heading shows how many trainings match, for example Trainings Found - 12. The list shows 20 trainings per page, by title.

Column	Shows
Code	The training’s code.
Title	Its title.
Category	Its category, if it has one.
Type	Online / Self-Paced, Classroom / In-Person, Video or Document / Reading.
Mandatory	A green tick for a mandatory training, - for the others.
Validity	How long a completion stays valid, for example 365 days, or No Expiry.
Status	Active.
Provider	The outside provider, if there is one.
Updated	How long ago the training was last changed, or Created and how long ago it was added.
(icons)	The pencil (edit) and the bin (delete), if your role allows them and the training is one of your companies’ own. See Change a training.

Add a training

Choose the company at the top of the page.
Select Add Training.
In Add Training, fill in the fields below.
Select Save.

Field	What to enter
Code	Required. A short code, up to 20 characters, for example HSE-01. TrakIT stores it in capitals. Two trainings of the same company can’t have the same code.
Title	Required. The training’s name, up to 200 characters.
Type	Required. Online / Self-Paced, Classroom / In-Person, Video or Document / Reading. Employees mark trainings complete themselves on My training, except Classroom / In-Person trainings, which they submit for approval.
Description	Optional. What the training covers, for your reference.
Category	Optional. A group, for example Safety or Compliance, up to 50 characters. The Category filter lists the categories in use.
Duration	Optional. How long the training takes, in minutes, for your reference.
Mandatory	Tick Yes for a training employees must do. Mandatory trainings are marked on the training pages, can be filtered, and are given as mandatory in reminders.
Validity	How many days a completion stays valid. The certificate expires that many days after the training is completed, and TrakIT then asks the employee to do it again: see Certificates and renewal. Leave it at 0 for a training that never expires.
Pass Score	Optional. The minimum score, from 1 to 100 %, for a training with a test. When a score below it is entered on completion, the training is recorded as Failed. Leave it blank if there is no test.
Content URL / Path	Optional. Where to find the training material, up to 500 characters, for your reference. It isn’t shown on My Training.
Provider	Optional. The outside provider who gives the training, up to 100 characters.
Shared	Tick it to let other companies use the training: it appears in their lists and they can assign it to their employees.
Active	Ticked for a new training. See Inactive trainings.

Change a training

Select the pencil on the training’s row.
In Edit Training, change the fields you need.
Select Save.

A training stays with its own company, whichever company is chosen at the top of the page. Only users of that company can change or delete it. The trainings other companies share, and the trainings set up for every company, are listed here for you to assign, without the pencil and the bin; only a system administrator can change a training set up for every company.

Changes to Validity and Pass Score apply to completions recorded after the change: the certificates already issued keep their expiry dates, and past scores stay as they were.

Inactive trainings

Clear Active to stop using a training without deleting it. An inactive training can’t be assigned any more, and no longer appears in the lists of trainings on the training pages. The records employees already have for it stay on My training and Training records, and can still be completed.

This page shows active trainings only, whatever you choose in Status. So once a training is inactive, you can’t make it active again here: clear Active only for a training you won’t use again.

Delete a training

Select the bin on the training’s row.
Select OK to confirm Delete this training?.

You can’t delete a training while an employee has a Pending or In Progress record for it: complete or waive those records on Training records first.

Deleting a training also removes all its records, completed ones and their certificates included, from My training and Training records. To keep them, make the training inactive instead.

Messages

Message	What to do
Training Code is required., Title is required. or Training Type is required.	Fill in the field.
A training with this code already exists for this company.	Use another code. Inactive trainings of the company count too.
Pass Score must be between 1 and 100.	Enter a whole number from 1 to 100, or leave the field blank.
Validity Days cannot be negative.	Enter 0 or more.
Code contains invalid characters., Title contains invalid characters. or Description contains prohibited content.	Remove any HTML tags, and don’t start the text with =, + or @.
Cannot delete: employees have pending or in-progress records for this training.	Complete or waive those records on Training records, then delete the training.
This training belongs to another company and cannot be changed here.	Only users of the training’s own company can change it.

Who can use this page

Your role needs these permissions in the Employee Training section:

Permission	Allows you to
Read	Open the page and see the trainings.
Update	Add trainings with Add Training, and change them.
Delete	Delete trainings.