Training Skills And Types Setup 0 0

What It Does

Explains the lookup values used to classify training sessions.

This article is written for help desk users who need a simple, practical explanation of the feature and the checks to make before saving changes.

When To Use It

• Use it when setting up or reviewing this feature for a company.
• Use it when a user asks where the feature is or why the expected record is missing.
• Use it before importing, approving, publishing, syncing, or reporting data related to this area.

Before You Start

• Confirm you have permission to use the screen.
• Check that required setup records already exist.
• Review the record before saving changes.

Basic Steps

1. Confirm the training, skill, trainer, or certification setup.
2. Create or update the employee training or certification record.
3. Track dates, status, attendance, and expiration where applicable.
4. Notify employees or managers of upcoming action.
5. Use reports to confirm completion or renewal needs.

Practical Example

A company requires safety training every year. HR uses training skills and types setup to create the training or certification record, assign employees, track attendance or expiry dates, and run a report before renewals are due.

Common Mistakes

• Skipping the setup record that the screen depends on.
• Saving without checking employee, date, or status.
• Assuming all users can see the same menu.
• Not verifying the result after the change.

What To Check If Something Looks Wrong

• Confirm the employee, company, department, location, or date range is correct.
• Confirm the user has both module access and role permission.
• Check whether the record is filtered out by status, date, location, or department.
• Review related logs, history, or reports before changing production data.

Related Articles

• Training Sessions Overview
• Creating And Managing Training Sessions
• Training Calendar And Trainers