Attendees Tab – Training Module

The Attendees tab allows you to quickly add, view, or delete attendees for a Training Program. Once attendees have been defined, attributes that apply to all attendees can be updated in one step using the Update feature. For example, once attendees have been added, the course date, hours, and cost can be updated for all in one step.

The Attendees List displays the attendee name, craft, repair center, certification, expiration, program date, and costs. Training programs are also listed on the Training tab of labor records.

ClosedAdd an Attendee

To add attendees:

  1. Click the Add button.

    The Labor module lookup opens, allowing you to select a labor resource. The Labor module lookup is filtered to Employees by default.

  2. Choose Employee or Contractor from the Type filter in the upper-left part of the window.

  3. Locate and select the labor resource you want to add.

    The record is moved to the My Selection(s) area of the window.

  4. Select any additional attendees desired.

    You can use the available Select All and Paging controls to add a group of records in a single click.

    To remove a record that has been added to the My Selection(s) area in error, click the blue arrow directly to the left of the row.

  5. Click the Apply button.

    The Labor module lookup closes, and the new records are shown on the Attendees tab. By default, the current date is listed as the training program date.

  6. Click the Save button.

    Your changes are saved.

  7. Use the Update feature to update information on all desired labor records.

ClosedUpdate Attendee Information

To update program information for an individual attendee:

  1. Click the record to be updated on the Attendee tab.

    The Labor window opens, prompting you to enter information regarding the training or certification.

  2. Make your changes.

  3. Click the Apply button.

    The window closes and the Attendees tab appears.

  4. Click the Save button.

    Your changes are saved.

ClosedUpdate Training Records in Batch

To update training information for a batch of records:

  1. Choose between two options:

    • Select the records that you want to update by clicking the check box to the left of the attendee name.

      A check mark appears inside each selected record.

    • To select all attendees listed, click the check mark in the header of the Labor table.

  2. Click the Update button.

    The Update Attendees for Training window opens, prompting you to enter information regarding the training and / or certification.

  3. Make your changes.

  4. Click the Apply button.

    The window closes and the Attendees tabappears with the updated records saved. It is not necessary to click the Save button.