TrackPro and Training Data

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Today I was asked if TrackPro could be used to schedule annual certification training a company requires for its technicians. My first reaction was that TrackPro is not particularly well suited to this task. Well, TrackPro may not be well suited to this task, but it certainly better than no system at all. So here’s an approach you might take.

1. Open the Add Item Wizard
2. Enter a description of the training in the “Item Description”
3. Don’t bother with the “Model Number” Field
4. Click “Next”
5. Enter or select a “Custodian” from the list; this will be the person to be trained.
6. Enter or select a “Location” from the list; this is not really neccessary but you’ve got to enter something to proceed.
7. Enter something like N/A – Training in the “Manufacturer” field for the same reason as above
8. Click “Next”
9. Don’t enter anything in the “Contract Agency” Field
10. You may want to enter a short description (<=30 characters) in the “Category” field. This will make it possible to sort reports by training category.
11. Click “Next”
12. Ensure “Item Status” is Active
13. Enter the word Training in the “Item Type” list
14. Enter the “Action Interval”
15. Enter the last date of training in the “Last Action Date” field
16. The “Due Date” field will be calculated for you
17. Click “Next”
18. Click “Next”
19. Click “Finish”

Enter the remainder of your training items. In Version 2.5.0000 and higher this will be facilitated by the “Clone Item” Command button on the first page of the Add Item Wizard.

When you want to run a training report be sure to select “Training” in the “Show Item Types” list box. If desired, you may group reports by Custodian (person to be trained). Please note that only the Action Items, Item List, Activity, and Notices reports will be useful regarding training.

OK, this is not perfect but it’s better than being caught by an auditor with no records at all.