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“Assignments” in Training Manager allow you to track the status of required training for your personnel. This post provides clarification about how this feature works and how the training status is updated.

You may create assignments on the Assignments tab which will set required training for individuals based on the criteria you have chosen.  There are three types of Assignments which you may create on the Assignments tab: Group, Job, and Individual. When a user has been assigned a course, it is “required”, and it will show up on their status report as either “Overdue” or “Up to date”.

Group Assignments

If you create a Group assignment, it will be automatically assigned to everyone in the chosen group.  When new people are added to the group, they will also have that assignment automatically set up for them.  You may also choose “All Groups” if you have an assignment which you want to be added for everyone.

Job Assignments:

Job Assignments are similar to Group assignments, except that they are applied to everyone within a particular Job Role rather than people within a particular organizational group.

Individual Assignments:

You may use Individual assignments for one-off specific requirements.

More Details:

When a course is Assigned, the status will be “Overdue” until it has been completed per the criteria in the Assignment. The Assignments mean that the Course is absolutely “Required”. The Status for a Required course will not be “Up To Date” until it has been completed. For example, if a course is required every year, but it has never been taken, or it has not been taken within the past 12 months, then it will be “Overdue”. If it has been taken at any time within the past 12 months, then the status will be “Up To Date”.

The Overdue and Upcoming Status report displays all records that are either Overdue or with an expiration date within the next X days. Scheduling a Class Session within X days will not have an impact on the Status. The only way for the status to change to “Up To Date” is to complete the course. For example, consider these cases:

Case 1:

  • Assignment: Course required once / year.
  • Current Date (example): 4/1/2009
  • Last completed: 1/1/2008
  • Expiration Date: 1/1/2009
  • Status: This course is “Overdue” because the expiration date is in the past (1/1/2009).

If you add a “Completed” training record before the expiration date, the status will then be “Up To Date”, and the new Expiration Date will be set for 1 year after the new completion date.

Case 2:

  • Assignment: Course required once/year.
  • Current Date: 4/1/2009
  • Last Completed: 1/1/2009
  • Expiration Date: 1/1/2010
  • Status: This course is “Up To Date” because it was last completed on 1/1/2009, and it doesn’t expire until 1/1/2010.

If you have set the report filter to only show courses with an expiration date within 30 days, this record will not be included on the report (because the expiration date is more than 30 days away).

If you have set the filter to show courses with an expiration date within 365 days, this record WILL be included on the report (because the expiration date is within 365 days). However, the status remains “Up To Date” because the expiration date has not yet passed.

Software License Pricing

Lately, we have received a lot of inquiries about recurring license fees like this one:

Is this a one time payment, or are there annual license fees as well?

The cost for our software products is a 1 time fee for the current version of the software.  You are not required to pay any additional monthly or yearly licensing fee to use the software.

Details:
Your purchase provides you with a license key which will work in the current version of the software without limitation. Your purchase also provides you with free minor updates as they become available. Major upgrades may incur a 50% upgrade charge after one year; however, you are never required to upgrade, so you may continue to use the current version as long as you want with no additional charge.

Updates in January 2009

Several updates have been released this month for Asset Manager, Training Manager, and Vehicle Manager. Link to the details on the Product Updates page.

Our products require the .NET Framework V2 to be installed on the computer in order to run. Many computers have this component installed already. If the component is missing, the installation program will attempt to download it from the internet. If the computer is missing the .NET Framework V2, and the computer is not connected to the internet, you will need to install it manually before the program can run.

Here are the steps to install the software on a PC without internet access:

  1. Check whether .NET 2 is already installed – look for an entry “Microsoft .NET Framework 2.0” in the Add/Remove programs list in Windows. If it is missing, use a computer that is connected to the internet, and download it to your removable media using the following link: Download .NET 2
  2. Download the setup file from our website to a cd, flash drive, etc, by right-clicking on the download link for the Edition you need, and then selecting ‘save target as’ to download the setup file.
  3. Copy the files from your removable media to the computer that doesn’t have internet access.
  4. Run the .NET installation first, and then run the software installation.

Cannot enter license key

Question: Why doesn’t the license key I just received work?

Vehicle Manager comes in four different editions, and the license key you purchased must match the edition that you are attempting to enter it in.  For example, a license key for the “Home Edition” will not work in the “Fleet Edition”.

You can check to see which edition you have installed by opening Vehicle Manager and reading the caption at the very top of the window. If it doesn’t match the edition of the license key that you purchased, download and install the matching edition from our website using the link below:

Download Vehicle Manager

How to purchase by phone

If you would like to place an order by Phone, you may begin your order online to receive the phone number to call and a reference number to give the operator. Here are the steps to complete your order by phone:

  1. Go to the following site:
    https://secure.plimus.com/jsp/dev_store1.jsp?developerId=312758
  2. Select the product you would like to purchase.
  3. Fill in the customer information section, and then select “Phone” as the Method of Payment (near the bottom of the section).
  4. Continue to the next page – you will be provided with a phone number and a reference number to give to the operator. You will need the reference number to give to the operator in order to complete your order by phone.

Purchase orders are accepted through our e-commerce partner, Plimus. To initiate a purchase via PO, please follow these steps:

  1. Go to the following link:
    https://secure.plimus.com/jsp/dev_store1.jsp?developerId=312758
  2. Select the product you would like to purchase by clicking on the Buy link.
  3. Fill in the Customer Information section, and select “Purchase Order” from the “Method of Payment” drop down field near the bottom of the Customer Information section.
  4. Continue to the next page for an invoice with payment instructions.  Print the invoice and fax it along with your PO to the fax number provided on the invoice.

Training Manager Standard Edition:

The Standard Edition of Training Manager is a standalone version designed to run on a single computer.  It is intended for departments or organizations where one individual is responsible for training records tracking.  This version cannot be networked or shared by multiple people.

Training Manager Enterprise Edition:

The Enterprise Edition of Training Manager is designed to run over a network.  In this version, the database resides on a shared network computer accessible to all the workstations on the network.  This version allows for an unlimited number of computers to connect to and use Training Manager, sharing the data located on the central database. 

License Details:

The cost for either edition is a 1 time fee for the current version of the software.  You are not required to pay an ongoing monthly or yearly fee to continue using the software.

Your purchase provides you with a license key which will work in the current version of the software without limitation. Your purchase also provides you with free minor updates as they become available. Major upgrades may incur a 50% upgrade charge after one year; however, you are never required to upgrade, so you may continue to use the current version as long as you want at no additional charge.

Asset Manager works with all barcode scanners that support keyboard emulation. This article provides the steps to test your barcode scanner with Asset Manager. To begin, you will need any item with a barcode on it available.

First, check to see if the keyboard emulation is working correctly:

  1. Open up a blank document such as Notepad, Word, or a new email window.
  2. Place the cursor in the document window and then scan any barcode.
  3. The barcode number should appear in your document window.
  4. Now scan a barcode again.
  5. The second time the barcode is scanned, the barcode number should appear in the document window on a second line.

If the barcode number doesn’t appear in the document window at all, the keyboard emulation is not working.
If the barcode number appears, but it doesn’t separate each scan on a separate line, the scanner needs to be configured to add a line break between scans. For each of these items, please check your barcode scanner manual.

Continue below if the above checks out ok.

Next, check the operation in Asset Manager:

  1. On the asset screen, click the “New Asset” button to create a new Asset record.
  2. Fill in a Description, and then select “Manual” for the Asset Number. Enter the barcode number in the asset number field, or place your cursor in the asset number field and then scan the barcode to fill this field in.
  3. Save and close the asset record. You should now have an asset record in your database with an asset number that matches your barcode.
  4. Next, while you have asset manager open, scan the barcode again. Asset Manager should open the record that you created in step 1. Now, when you need to check this asset in or out, you may scan the barcode to open the record and then complete the check in/out process.

New blog format

Our blog has been updated and is now located here at http://blog.kzsoftware.com. You may find the product update history by clicking the “Product Updates” tab at the top.

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