Training Manager

Concepts

The training manager lets you search for people who have gone through or are registered for training courses. The people listed here can be in different courses on different days.

When to use this tool

To send letters to or print mailing labels for people based on their training registrations
Change the status of multiple training records at once across different courses
Delete training registrations en masse

Linked Graphic

Finding training records

From the User tools panel open the Training manager.
Use the filters at the top to select which training records to display
Click on the Get trainings button. This will bring up all of the training records which meet your criteria.

On the right-click menu

Right-click on a person on the list to modify individual people or perform other actions.

This training record

Edit record	Edits the training record itself.
Delete	Deletes the training record.
Edit entrant	Edits the person who is registered.
Send a letter	Brings up a list of letter templates, selecting one of these will merge the training record with that template.
Add "person" to a list	Adds this person to a temporary or permanent list.

Enroll a person (outside of a course)

Brings up the person lookup tool to let you search for a person, then give the person a training record with whatever properties you want.

Select

All/None/Reverse, use these to check and un-check all records.

Selected training records

Set status	Sets the status of all checked records.
Send a letter	Brings up a list of letter templates, selecting one of these will merge all checked training records with that template.
Print mailing labels	Prints any of the built-in mailing labels for the checked people.
Delete	Deletes all checked records.
Un-delete	Un-deletes all checked records.