Add a New Training Session

When you record training sessions that are not offered/conducted during a home review, you must typically set up the training session first. You can create training sessions independently, or you can create a training session as you record an individual provider's training sessions.

  1. Click the Tools menu and select Training Sessions. The Training Sessions window opens.
  2. Click Add New Session. The Training Session Information window opens.
  3. Click the Session Name box and enter a name for this training session. You should give each training session a name so you can identify it later. It should indicate the general topic/theme of the training, and maybe a location.
  4. Click the Date box and enter the date on which the training was performed.
  5. Click the Type drop-down menu and select the training type. You must set up training types to populate this menu. For more information, see Set Up Training Types.
  6. Click the Start Time and End Time boxes and enter the start and end times for this training. The Total Hours box automatically calculates the total training time.
  7. Click the Trainer box and enter the name of the person who conducted the training.
  8. Click the Location box and enter the location where the session was held.
  9. Click the Comments box and record any general comments about the training.
  10. Click Save.
  11. Click OK at the confirmation prompt.
  12. Click Close to close the Training Session Information dialog box. You can also click Add Another to immediately add another training session.

Once you have created a training session, you can assign multiple providers to it. See Assign Multiple Providers to a Training for more information.