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Trainings / Certifications Module Introduction

Trainings / Certifications module in eWay-CRM allows you to add and track information about courses, trainings and workshops etc., that your employees took part in.

On the basis of this information, you can create your project team more efficiently. For example, if you have an order to create an application for a cell phone company, you can easily filter your employees to show only those that successfully completed training on this topic. Then you select an employee with the appropriate training and make him the project manager.

You can also generate reports with data about trainings attended and use it for outsourcing.

Trainings / Certifications Tab

If you want to go to the Trainings / Certifications tab, open the User window of a particular user. For more information, go to chapters Users Module Introduction and Relations Tab System.

The Trainings / Certifications tab shows a complete list of all trainings and certifications that were related to the user.

Training / Certifications Management

  • Create new training / certification – detailed information about item creation can be found in the chapter: Add New Training / Certification
  • Edit existing training – detailed information about editing can be found in the chapter: Edit Items
  • Item removal – there are several ways to remove an item. They are described in the chapter: Remove Items. Specific relations of the module allow you to delete the training / certification only from its own dialog.

Training / Certification Window

Double-clicking a selected training will bring up its working window. The same Training / Certification window, without pre-filled data, will appear when creating a new training. It’s up to you to enter all the necessary data.

Employee

It is automatically filled due to the relation with the User.

Training / Certification

It specifies the type of the training / certification. This can be changed in Administration Settings if you have the appropriate permissions.

Training Completed

The day when the training / certification was held.

Result If User was marked, you enter result here. This can be changed in Administration Settings if you have the appropriate permissions.
Additional Comments You enter other status of passed training / certification.
Note

General text you want to add to training / certification.

Since eWay-CRM 5.4.2, you can insert not only plain text to the field, but also clickable hyperlinks.

For other general information on working window, go to Item Window.