Company Training Policy Setup

To set up your company training rules, select the Company submenu from the Main Menu, and then choose the Training Setup option.

This action displays a list of company training settings. By default, Med-Stop includes several pre-defined training programs.

You can restore the original configuration at any time by clicking the Restore Default button located in the top-left area of the list.

New Training Definition

To create a new training definition, click the New Training Setup button on the left side of the screen. This opens the Training Setup interface.

In the first step, select the training category and enter the training title. Then indicate whether the training is mandatory.

The mandatory setting determines whether the employee’s compliance status is affected by the completion of the training. If the training is marked as mandatory and the employee does not complete it, the employee’s status will be set to Out of Compliance.

If the Mandatory field is set to YES, the next step allows you to specify exactly which employees the training applies to, based on:

• DOT regulation status
• Employee category
• Employment status

You may also define the default training expiration period by selecting the number of months in the Expires in (months) field.

Next, you may enter any additional training details or descriptions, as needed.

Complete the process to create and save the Training Setup definition.

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