Training, Tests and Mentorship

The Training and Tests section in the personnel record includes tracking of training courses, tests and mentorship programs.

To record a completed training course, click on the Add Course button.  If the course is not in the dropdown list, click on the Add Course Name button to add it first.

To record a mentorship program, click on the Add Mentorship button.

To record a test taken, click on the Add Exam Test button.  If the test is not in the dropdown list, click on the Add Exam/Test Title button to add it first.

You can also add courses in the Training Course section; tests in the Exam/Tests section; and mentorship programs in the Mentorship section of  System Data Management in the Admin/Config menu.

 

Training Data Lists

Use the System Data Management section in the Admin/Config menu to manage your master lists that are used in dropdown lists for data entry.  Training related lists are:

  • Training Courses
  • Exams/Tests
  • Resident Education Program Levels
  • Special Designations
  • Permits (non-education licenses and permits) – (examples of RN, OT, PT licenses,  etc.)

Click the button for adding a new option to the list or click on the edit icon for modifying the details of one of the existing options.  Before deleting an option, you will want to run a report to see if the option is being used in any of the employee records.