Table of Contents
Understanding Training Management #
Training history tracks professional development and ensures compliance with industry requirements. Proper training documentation:
Benefits
- Maintains compliance
- Tracks skill development
- Supports career growth
- Ensures quality service
- Reduces liability
Training Categories #
Mandatory Training
- Safety (OSHA)
- Regulatory compliance
- Company policies
- Equipment operation
Technical Training
- New equipment
- Advanced techniques
- Manufacturer updates
- Troubleshooting methods
Professional Development
- Customer service
- Sales techniques
- Leadership skills
- Time management
Adding Training Records #
Step 1: Access Training History #
From Service Engineer record:
- Scroll to Training History related list
- Click New Training Record
Step 2: Basic Training Information #
Enter training details:
Training Identification
- Training Name: Carrier VRF Systems Advanced
- Training Type: Technical Certification
- Provider: Carrier Corporation
- Delivery Method: In-Person Workshop
Schedule Details
- Start Date: 06/01/2024
- End Date: 06/03/2024
- Duration: 24 hours
- Location: Chicago Training Center
Step 3: Documentation Upload #
Attach certificates:
Document Management
- In Attachments section
- Click Upload Files
- Select certificate PDF/image
- Add description
- Mark as Official Certificate
Naming convention: [Year]_[EngineerName]_[TrainingName]_Cert.pdfExample: 2024_JSmith_CarrierVRF_Cert.pdf
