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Welcome to Training Manager Web Edition

Welcome to the Training Manager Web Edition User Guide. This comprehensive guide will help you make the most of your training management system.

Who This Guide Is For​

This user guide is designed for:

  • System Administrators - Complete system administration and configuration
  • Data Administrators - Training data management and user oversight
  • Viewers - Basic users who need to track and submit training records

What You'll Learn​

This guide covers everything you need to know about Training Manager Web Edition:

  • Getting Started - Initial setup and configuration steps
  • User Management - Understanding roles, permissions, and scopes
  • Data Management - Managing courses, people, sessions, and requirements
  • Dashboards & Reports - Viewing insights and generating reports
  • Compliance Check - Instantly verify employee training compliance by scanning a badge
  • Required Training Notifications - Automated email alerts for upcoming and overdue training
  • System Administration - Company-wide configuration and maintenance
  • FAQs - Frequently Asked Questions and answers

Quick Start​

New to Training Manager? Start here:

  1. Overview - Understand the system basics
  2. First Steps - Your first login and navigation
  3. Initial Setup - Configure your system
  4. User Permissions - Understand what you can do

Training Manager Features​

System Roles and Permissions​

Training Manager supports three distinct system roles, each with specific capabilities:

  • Viewers can view data and submit training records for approval
  • Data Administrators can manage training data and approve records
  • System Administrators have full system control and configuration access for company-wide settings

Flexible Data Scoping​

Control what data users can access with five scope levels:

  • Individual - Their own data only
  • Company - Company-wide access
  • Group - Group-level access
  • Location - Location-specific access
  • Direct Reports - Supervisor access to data for direct reports

Compliance Check​

Quickly verify an employee's training compliance by scanning their badge or entering their personnel number � from any device, anywhere.

  • Wedge scanner support - plug in any USB or Bluetooth barcode scanner
  • Camera scanning - use a phone, tablet, or webcam to scan badge barcodes directly
  • Instant results - see required training status, expiration dates, and full training history in seconds
  • Scope-enforced access - results are automatically limited to employees within your permitted data scope

Required Training Notifications​

Automatically email personnel and supervisors when required training is coming due or overdue.

  • Personnel Alerts - each employee is notified of their own upcoming or overdue training
  • Supervisor Digests - supervisors receive a single rollup covering all of their direct reports
  • Training Team Digests - a tenant-wide summary sent to your configured training team address
  • Weekly or monthly cadence - configurable per notification type, with no email sent when there's nothing to report

Comprehensive Training Records Management​

  • Track employee training records
  • Manage training requirements and compliance
  • Schedule and record training sessions
  • Generate reports and analytics
  • Maintain training records and documentation

Need Help?​

Let's get started! Choose a section from the sidebar to begin exploring Training Manager Web Edition.