Training Records

If you are assigned an admin permission (supervisor, account, division or company), your system menu shows People tab. Clicking on this tab shows People Information and Training Records. This section explains Training Records. Training records allows you to manually enter training completion records in batches.

Situations Requiring Manual Training Record Entry

Most training completion records in Frontline are entered automatically via on-line training items. Given below are situations when you will need to manually enter training records:

You want to enter completion records for off-line training (learning content not on-line). Typically you will use training item types A/V (audio/visual), CERT (certificate/diploma), EVT (event) or MED (medical) for such training.
You designed learners' curriculums according to their job requirements and Frontline has created assignments with due dates. However, you want to give some learners credit for some assignments. Unless there are credited training completion records, training remains assigned on the learners' Frontline Desktop.
A learner lost connection to the Frontline website while training or testing, and you are convinced that the learner has mastered the assigned training.
You want to transfer completion records from another Learning Management System or an Excel spreadsheet.
You want to enter training records for instructor-led training classes (ILT). Please note that if the learners are enrolled in the class, the records tab in Classes > Open or Complete is a faster way to enter these records than the method provided below.

Entering Training Records

There are two options for entering training completion records: People - Training Item and Training Item - People. The difference between the two options is that in People - Training Item, only one date completed can be entered for each training item for all of the people selected. In Training Item - People, only one date completed can be entered for each person for all of the training items selected. If you are not sure which option to use, select either one. Either option allows you to enter multiple records. As you become experienced with the options explained below, you will find that one option is more optimum in your situation.

You can enter records only for the people for whom you have administration permission. You can see this list when you click on People > People Information. Also, you can enter records only for the existing training items. If a training item for which you want to enter records is not in Frontline LMS and your permission is supervisor admin or account admin (no access to curriculum tab in the system menu), a division or company administrator must create the training item before you can enter records. A division or company administrator can also conveniently add records directly from the training item form by clicking on the Records > Add Records after they have created a new training item, without having to return to the steps below.

Enter Training Records Using People - Training Item

Part 1 - Select the people

Follow these steps to select the people for whom you want to enter records:

Step	Action
1	Select People > Training Records > People-Training Item > (Organization Level, if shown) from the system menu.
2	Enter people search criteria, using % as a wildcard (%) if necessary, and click Search. Result: A list of people matching the search criteria is displayed.
3	Do the search results include the people for whom you want to enter records? If Yes, check the box next to the people you want to select. If you wish to attach a certificate to the record (via a certificate URL) in Part 2 explained below, select only one person. If No, go to step 3 and use a different search criteria.
4	Click Step 2 button on upper right.

Part 2 - Select the training items

Follow these steps to select the training items:

Step	Action
1	Do you want to search by training item or skillset? If by training item, then enter training item search criteria (using % as a wildcard if necessary) in any of the fields and click Search. If by skillset, then click the Search by Skillset radio button, select a skillset from the list and click Search.
2	Do the search results include the training items for which you want to enter records? If Yes, check the Choice box next to the training items you want to select. If No, go to step 1 and use different search criteria.
3	If you want to enter pass (credited) records, check the Credit box next to the training items you chose in step 2. Important: If you do not check the credit box, a fail record will be created. If this training item is currently assigned to people selected in Part 1, it will remain on their Frontline Desktops.
4	Enter the mandatory Date Completed and Result (select from the drop-down menu) in the top Default values row or next to each training item selected. Note: The same date completed and result apply to all the people selected in Part 1. Also, if specific values are entered next to training items, they override the default values on top.
5	Enter the optional Score, Hours, Certificate URL (shown only if one person is selected in Part 1), Instructor and Location in the Default values row or next to each training item selected. Note: The same score, hours, instructor and location apply to all the people selected in Part 1. Also, if specific values are entered next to training items, they override the default values on top.
6	Select Finish. Result: The records are entered and a screen confirming your entry is displayed.

Enter Training Records Using Training Item - People

Part 1 - Select the training items

Skip to Part 2 - Select the people If you are entering records for a new training item that you just created, or if you are already at Curriculum > Training Item for which you want to enter records. Simply click on the records tab followed by Add Records button. This shows a form that can be completed by following the steps in Part 2 below.

Follow these steps to select the training items for which you want to enter records:

Step	Action
1	Select People > Training Records > Training Item-People > (Organization Level, if shown) from the system menu.
2	Do you want to search by training item or skillset? If by training item, then enter training item search criteria (using % as a wildcard if necessary) in any of the fields and click Search. If by skillset, then click the Search by Skillset radio button, select a skillset from the list and click Search.
3	Do the search results include the training items for which you want to enter records? If Yes, check the box next to the training items you want to select. If you wish to attach a certificate to the record (via a certificate URL) in Part 2 explained below, select only one training item. If No, go to step 3 and use different search criteria.
4	Click Step 2 button on upper right.

Part 2 - Select the people

Follow these steps to select the people for whom you want to enter records:

Step	Action
1	Enter people search criteria, using % as a wildcard if necessary, and click Search. Result: A list of people matching the search criteria is displayed.
2	Do the search results include the people for whom you want to enter records? If Yes, check the Choice box next to the people you want to select. If No, go to step 1 and use different search criteria.
3	If you want to enter pass (credited) records, check the Credit box next to the people you chose in step 2. Important: If you do not check the credit box, a fail record will be created. If the person selected is currently assigned the training items selected in Part 1, they will not be removed from his Frontline Desktop.
4	Enter the mandatory Date Completed and Result (select from the drop-down menu) in the top Default values row or next to each person selected. Note: The same date completed and result apply to all the training items selected in Part 1. Also, if specific values are entered next to people, they override the default values on top.
5	Enter the optional Score, Hours, Certificate URL (shown only if one training item is selected in Part 1), Instructor and Location in the Default values row or next to each person selected. Note: The same score, hours, instructor and location apply to all the training items selected in Part 1. Also, if specific values are entered next to people, they override the default values on top.
6	Select Finish. Result: The records are entered and a screen confirming your entry is displayed.