Navigating the Training Courses module
Who is this article for?Users accessing the Training Courses module.
Training Courses module access is required.
When you first access the Training Courses module, you will be taken to the Courses list. From here, you can search, filter, and interact with any record you have the permission to view.
Opening a Training Course will take you to the Training Courses Details view where you can see additional information about the record.
This article shows you how to effectively work with each of the views.
1. List view
This default view displays a paginated list of all Training events on your system.
You can use the bar above the list to filter the list and the bar below the list to navigate between the pages.
1.1. Search
To search for a specific Training Course:
- Select the search bar.
- Enter the Event Title or Description.
- Click Search.
The list will refresh, displaying only Course records that match your search parameters.
1.2. Filters
There are filters you can apply to the list to help you view the Training events you're after.
Column filters allow you to display results that meet specific criteria.
Filter builder allows you to create more complex filters using additional operators.
2. Training Course Details view
To open the Training Course Details view, click the Course record in the list view. From here, you can view all information specific to it.
Each tab contains unique information about the record.
| Tab | Description |
| Training | Displays details such as the Dates, Trainer, Supplier, etc. |
| Attendees/Evaluations | Displays list of Attendees and the status of their Evaluations. |
| Properties | Displays additional details, such as Attachments, Notes, Links, etc. |
1. List view
This view displays a list of all Training events on your system.
You can use the left pane and the bar above the list to filter the list or view Training actions.
1.1. Search
To search for a specific Training Course:
- Choose a Category from the dropdown.
- Enter an Event Title.
- Choose a Location from the dropdown.
- Choose a Trainer from the dropdown.
- Choose an Attendee from the dropdown.
- Select a Completed Date.
- Select a Scheduled Date.
- Enter Keywords.
- Click Search.
You don't have to fill out all fields to return results.
The list will refresh, displaying only Course records that match your search parameters.
2. Training Course Details view
To open the Training Course Details view, double-click the Course record in the list view. From here, you can view all information specific to it.
Each section contains unique information about the record.
| Tab | Description |
| Attendees/Evaluations | Displays list of Attendees and the status of their Evaluations. |
| Properties | Displays additional details, such as Attachments, Notes, Links, etc. |