Training

The Training module stores licenses and training certifications that labor resources (technicians) possess, and training programs that they attended. Examples could include CPR Certifications or Training, or Contractor Licensing. These training records can be attached to each labor resource to support analysis and reporting of the labor pool. Maintenance Connection can also be configured to remind administrators when certifications are set to expire.

ClosedAccess the Training Module

To access a supporting module:

  1. Choose between two options:

    • Click the Open button on the toolbar.

    • Click the Module menu button displayed in the List pane.

      The Module menu will display.

  2. Click the name of the desired module.

    Records for the selected module display in the List pane. The content of the Work Center will depend on how you accessed this module.

    • If you used the Open option on the toolbar, the module Work Center Home page displays.

    • If you accessed this module from the module Menu control, the content of the Work Center will not change until you have selected a record.

    Click a record to open and view it in the Work Center.

ClosedTraining Tabs

The pages available in the Training module include:

  • Details — General information about the training record, including identification and category.

  • Attendees — List of attendees, allowing you to quickly add, view, or delete attendees for a Training Program.

  • Attach — Page on which documents such as course descriptions can be added.

  • Report — List of labor resources possessing this type of training, certification, or license.

ClosedCreate a Training Record

This procedure applies to all supporting modules. Refer to the module documentation for specific field definitions.

To create a new record:

  1. Choose between two options:

    • Click the New button.

    • Select File > New > Record from the menu bar.

    The Details page opens.

  2. Enter an ID for the new record in the ID field.

    The ID must be unique. If you enter an ID that is already in use, you will be prompted to correct this when you attempt to save the new record.

  3. Enter a more descriptive name for the record in the Name field.

    The ID and Name fields are both displayed in the module list.

  4. Complete any other fields on the Details page.

    See the Details page documentation for more information about the fields on the page.

  5. Click the Save button.

    You must complete the required fields on the Details tab before proceeding to enter data on other tabs.

  6. Navigate to any additional tabs to enter other data about the record.

  7. Click the Save button.

    Your changes are saved.

ClosedDelete a Training Record

Records from many Supporting modules can be easily removed, however, records from certain Supporting modules that are referenced throughout the system, often as a key / required field in other modules, should not be deleted. In fact, if there are important references to a record in other modules, the system will not allow you to delete that record.

Rather than delete a key record, it is recommended that the record be made inactive on the module Details page. This will remove the record from lookups and filters, but continue to make the record available from the module list. Caution is advised before deleting records from the following modules:

  • Repair Centers

  • Shops

  • Departments

  • Zones

  • Classifications

  • Access Groups

  • Members

  • Labor

Note:

Before you delete a record, you must first remove any associations to it. To assist you, the system will identify the referenced records that are preventing the deletion. You can then access each of these records and modify them so they are no longer associated with the record you want to delete. Once all records have been modified, you should be able to delete the original record.

When a key record is not associated with other data in the system, the record can be permanently deleted.

The process for deleting records is similar for all modules of Maintenance Connection. Deleting a record permanently removes the record from Maintenance Connection. You can also delete multiple records in a single step. Refer to our Delete Records article to learn how.