Training

In ACTS, Goals are defined as the desired amount of Training to be completed.  The Training page allows users to manage Training information such as: courses, participants, and goals.  Users can also attach files for the course.  Training goals can be set for Areas, Facilities, People, and Portfolios.

To access the Training page from the main menu, users may select the Compliance module then Training.  The Training page is comprised of the following tabs:

PAGE TABS DESCRIPTION
Person View This tab stores training data arranged by person.
Course View This tab stores training data arranged by course.
One-Time Event This tab stores training data arranged by one-time event.
Area Goals This tab stores training data arranged by area.
Facility Goals This tab stores training goals arranged by facility.
Person Goals This tab stores training goals arranged by person.
Portfolio Goals This tab stores training goals arranged by portfolio.

Entering Data

  1. The Training page will open on the Person View tab.
     
  2. Add the appropriate name in the Person field.  Users can add information by scrolling to the bottom of the page and selecting the "Add a new row" icon (i.e., the icon shaped like a plus sign).  If data for multiple rows has been added, users may select multiple items by pressing and holding CTRL and selecting the items.  Users can delete a row by selecting the icon that looks like a trashcan, and they can insert a row by selecting the arrow icon.  For a visual list of the most common icons in ACTS, click here.
     
  3. On all other tabs, users can update information by entering text, selecting from dialog boxes and dropdowns, checking and unchecking boxes, and entering dates into the appropriate fields.  Contact an ACTS administrator to update fields and dropdown items.  Note: All fields that require data are indicated by an asterisk (*).  Select the Save icon in the main menu at the top of the page before proceeding to step 2.  For data to appear as dropdown items, it must first be saved in ACTS.