You can find more details about the changes that have occurred at the following links:

• Asset Manager Updates
• Training Manager Updates
• Vehicle Manager Updates

• Assigned Personnel
• Overdue Personnel
• Personnel Due in 30 Days
• Personnel Due in 60 Days

Now you can add overdue or assigned personnel to a class session all at once.

This can be used in several situations. For example:

• A change has been made to a procedure, and all personnel who have been assigned the procedure must attend a training session: Select “Assigned Personnel” to add them all to the class session.
• A training class is held quarterly and you need to prioritize enrollment for overdue personnel: Select “Overdue Personnel” on the enrollments window, and then add more students as needed.
• All Overdue personnel have been enrolled, and there’s still room for more: Select “Personnel Due in 30 Days” or “Personnel Due in 60 Days” to add more personnel who will be due for retraining soon.

Asset Audit Record Form

Here is how the Asset Audit (Stock-Taking) process works:

1. Enter or upload the asset list for your organization.
2. After walking around with a mobile barcode reader scanning the assets in your organization, return to your computer, and export the list of barcodes to a text file with one barcode number per line.
3. Select the list of barcode numbers, and then copy them to your clipboard.
4. Open the Audit form by clicking the Audit button in the Asset list toolbar, and then paste the barcode numbers in the area provided by right-clicking and then selecting “Paste”, or by pressing the key combination ctrl + v.
5. Add any notes as needed, and then click the Add Record button to add the record(s).

The asset audit report can then be used to locate any missing assets by setting the filter to show assets that have not been audited in the past X days (you can set the value to any number of days as needed).

If you do not have a mobile barcode reader, you may still use the manual method of printing the overdue audit report and then manually checking off items and then looking them up to add individual audit records. Alternatively, you may open the Audit form and then enter the barcode numbers (one per line). Or, if you have a wired barcode reader hooked up to a wireless laptop, you may place the cursor in the text area on the audit form, and scan each barcode to add it to the list.

• Vehicle Manager User Guide (html)
• Vehicle Manager User Guide (pdf)

• Asset Manager User Guide (html)
• Asset Manager User Guide (pdf)

• Training Manager User Guide (html)
• Training Manager User Guide (pdf)

Many of you contacted us and requested an option to define a “grace period” for new hires in order to give them a reasonable amount of time to complete the training before it would appear “Overdue” on the status reports. I’m happy to announce that this option is now available in the current version of Training Manager.

Now you may set the “Initial Training Due Date” when adding an Assignment as shown in this example:

As you can see, the initial training is due “By Hire Date + 30 Days”. The training status for the first 30 days will no longer appear as “Overdue”. Instead, it will appear as “Untrained” if it hasn’t been completed during the first 30 days. This lets you know that the training is required, but it is still within the grace period. The status will change to “Overdue” if it hasn’t been completed after 30 days, otherwise, it will change to “Up to date” after it has been completed.

We hope this feature will help to make the status reports more useful for your organization. Thanks to everyone who provided the feedback leading up to this enhancement.