Manual 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.
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 may need to manually enter training records:
- Enter completion records for off-line training (learning not online).
- You want to give a learner(s) credit for assignments to remove them from their desktop(s).
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).
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.
Below are the guidelines for entering Manual Records
There are two options for entering training completion records: People > Training Item and Training Item > People.
- 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.
- 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.
- 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.
Enter Training Records in People > Training Item
- Select People > Training Records > People - Training Item
- Enter people search criteria and click Search.
- 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), select only one person.
- Click Step 2 button on upper right.
- If you want to search by training item, then enter training item search criteria and click Search.
- If you want to search by skillset, then click the Search by Skillset radio button, select a skillset from the list and click Search.
- If you want to enter pass (credited) records, check the Credit box next to the training items.
- 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.
- The same date completed and result apply to all the people selected. If specific values are entered next to training items, they override the default values on top.
- Enter the optional Score, Hours, Certificate URL (shown only if one person is selected), Instructor and Location in the Default values row or next to each training item selected.
- The same score, hours, instructor and location apply to all the people selected. If specific values are entered next to training items, they override the default values on top.
- Select Finish.
If you do not check the credit box, a fail record will be created. If this training item is currently assigned to people selected, it will remain on their Frontline Desktops.
Enter Training Records in Training Item > People
- Select People > Training Records > Training Item-People.
- If you want to search by training item, then enter training item search criteria and click Search.
- If you want to search by skillset, then click the Search by Skillset radio button, select a skillset from the list and click Search.
- 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), select only one training item.
- Click Step 2 button on upper right.
- Enter people search criteria and click Search.
- Check the Choice box next to the people you want to select.
- If you want to enter pass (credited) records, check the Credit box next to the people you chose.
- 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.
- Enter the optional Score, Hours, Certificate URL (shown only if one training item is selected), Instructor and Location in the Default values row or next to each person selected.
- Select Finish.