Training Requirements and History Report

The Training Requirements and History Report is one of the most valuable tools available on TrainingLink. When your employees' training requirements are set up and training records are up to date, this report provides key insights to ensure compliance and track progress. Read on or watch the video tutorial below.

What Does This Report Do?

This report helps you:

• Identify which employees need a specific training topic.
• Determine whether employees are up to date with their required training.

How to Use the Report

1. Select a Topic:

   • Use the dropdown menu to select an Agency Topic. This menu lists the training topics associated with your agency.
   • Optionally, narrow the results by selecting a department.

2. Click Search:

   • After selecting your topic and department (if applicable), click the SEARCH button.

3. Understand the Results:

   • The report will display all employees required to have training on the selected topic.
   • Key information includes:
     • Last Training Date: The most recent date the training was completed.
     • Duration: The length of the last training session.
     • Frequency: How often the training should be completed.
     • Current Due Date: The next due date for the training.
   • Red Due Dates: These indicate overdue training.
   • Dashed Line: Indicates no training records for the selected Agency Topic.

Important Notes

1. Required Training Only:

   • This report only shows employees required to complete the selected topic. To see all employees who have completed the training (whether required or not), use the Training Date Search Report located farther down the page.

2. Exact Topic Match:

   • Training records will only appear if the exact phrase of the Agency Topic is included in the training title. For example, "Confined Space Awareness" must match exactly to show up in the report.

Using the View History Feature

The View History link allows for deeper exploration of an employee’s training records:

Example 1: Updating Records for Confined Space Awareness

• Select "Confined Space Awareness" from the dropdown menu.
• Click SEARCH to view employees required to complete this training.
• If an employee, like Mary Fairfield, shows no records for this topic but has completed similar training, click View History next to her name.
• Erase part of the topic name (e.g., "awareness") and search again. This broader search may reveal relevant records.
• If the found training matches the required topic, update the training title to match your Agency Topic. Run the search again to confirm the update.

Example 2: Filtering by Keyword

• Select a topic like "Asbestos."
• Click SEARCH to view the results. To refine the data:
  • Use View History to see all related records.
  • If you only want records excluding a specific keyword, such as "Initial," enter it in the exclude field and search again. This filters out initial training records without deleting them.

Why Use This Report?

The Training Requirements and History Report is a powerful tool for managing training compliance and ensuring employees stay on track. Its flexibility allows you to:

• Quickly identify overdue training.
• Investigate and update records for accuracy.
• Narrow search results to focus on the most relevant information.