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    Training Module

    Getting Started

    The Training Module allows the user to track employee specific information related to training activities.

    The module is divided into four functions:

    • Class Catalog
    • Class Schedule
    • Employees
    • Reports & Analysis

    The Class Catalog function allows you to record all classes that are taught throughout your organization. The Class Schedule function allows you to schedule classes. The Employees Function allows the user to record, view and edit information linked to a specific employee. Within the Employees Function, the user can access an employee’s Employee Basic Information, Class History, and Incident History Summary. The Reports & Analysis function allows you to generate reports to see when someone needs retraining or re-certification. In addition, there are a number of training email alerts that are sent based on set criteria.

    What is Training Content? 

    Online safety training courses can be purchased as add-ons to the IndustrySafe Training Module. With this training content add-on, training managers, employees, and even contractors can sign up for, view, and complete online training courses directly from the Training Module.

    Online safety training courses are automatically added to your site’s Catalog. Training managers can schedule employees for online courses using the Class Schedule function. Learners can launch online courses from the Training Module’s home page, or from the Employee Basic Information page within the Employees Function. Training Managers can use the Training Module’s Reports & Analysis function to push deeper into online training results. The Training Module’s email alerts also notify employees of upcoming and overdue online courses.

    Getting Started with the Training Tracker - Scheduling Employees (Batch): 

    If you are setting up a new site, you will need to add your facilities (locations) and employees or contractors to your IndustrySafe site before you can add a training record.  See the Getting Started Guide for more information on this set-up below.

    After adding your facilities and employees or contractors to your IndustrySafe site, you can then set up your site’s class catalog.

    Note: If you have purchased IndustrySafe’s training content add-on, online safety training courses will be automatically added to your site’s class catalog. However, if you have not purchased IndustrySafe’s training content add-on, you will need to manually add your classes to the catalog.  See the below article on how to add a class to the catalog.

    Once your site has been set up (or if you are using the IndustrySafe Demo Site), you can follow these steps to schedule a group of employees for a class:

    Adding a Class Schedule

    1. Open the Training module by selecting the Training tab in the main menu.
    2. Click the green “+” icon to add a training record.  You may add a training record for multiple employees or a single employee
    3. A blank Class Schedule Form will appear.
    4. Fill in the class Schedule form
    5. Notice that the read only fields will be populated with the appropriate information for the class.
    6. Use the “Update Class Roster/Results” Wizard when adding multiple employees to the class (See Steps Below).
    7. Select the Save button.
    8. If all required fields are complete and all data is in a valid format, the successful save message will appear.

    Update Class Roster/Results Wizard

    1. Select the Update Class Roster/Results button.
    2. The Roster/Results wizard will appear
    3. Search for employees by facility, job title, due date, employee id or employee name
    4. After filtering, the available employees will show in the Available employees window.
    5. Invite or enroll employees who need to take the class with the “Invite” and “Enroll” buttons.
    6. The selected employees will appear in the current roster window. To withdraw employees from the class, use the “Withdraw” button after selecting the employees.
    7. Click the “Save” button to save the current roster. Click “Save and Continue” to save the current roster and continue to the Results page
    8. Select the “Results” tab to update the results of the class.*
    9. Once the results of the class have been updated, click “Save” to save the results of the class.
    10. Select “Back” to go back to the Class Schedule Form.

    View the Quick Start Guide here.

    *Note: If your organization has purchased IndustrySafe’s training content add-on, training results for an online course will be automatically updated. You will be able to view, but not edit, the results of online courses.

    Getting Started with the Training Tracker - Scheduling Employees (Single):

     If you are setting up a new site, you will need to add your facilities (locations) and employees or contractors to your IndustrySafe site before you can add a training record.  See the Getting Started Guide for more information on this set-up below.

    After adding your facilities and employees or contractors to your IndustrySafe site, you can then set up your site’s class catalog.

    Note: If you have purchased IndustrySafe’s training content add-on, online safety training courses will be automatically added to your site’s class catalog. However, if you have not purchased IndustrySafe’s training content add-on, you will need to manually add your classes to the catalog.  For more information on adding classes to the class catalog, see below.

    Once your site has been set up (or if you are using the IndustrySafe Demo Site) you can follow these steps to schedule a single employee to a class:

    Add Training Record for One Employee

    1. Open the Training module by selecting the Training tab in the main menu.
    2. On the horizontal menu, select the green plus sign in the upper left and select “Add Training Record for One Employee.”
    3. A blank Quick Add Employee Form will appear.
    4. Select Employee Name and ID and name of the class
    5. Notice that the read only fields will be populated with the appropriate information for the class.
    6. Select the Save button.
    7. If all required fields are complete and all data is in a valid format, the successful save message will appear.

    View the Quick Start Guide here.

    Getting Started with the Training Tracker - Adding Classes to the Catalog: 

    If you are setting up a new site, you will need to add your facilities (locations) and employees or contractors to your IndustrySafe site before you can add a training record.  See the Getting Started Guide for more information on this set-up below

    After adding your facilities and employees to your IndustrySafe site, you can then set up your site’s class catalog.

    The Class Catalog function allows you to record all classes that are taught throughout your organization. A class needs to be entered in the class catalog in order for an employee to be assigned to the class. On the Class Catalog form it is important to identify the retraining cycle of the class. Based on the retraining cycle, when an employee is assigned to a class the system will initially populate the next required date for an employee to retake the class.

    Note: If you have purchased IndustrySafe’s training content add-on, online safety training courses will be automatically added to your site’s class catalog. However, if you have not purchased IndustrySafe’s training content add-on, you will need to manually add your classes to the catalog.

    Once your site has been set up (or if you are using the IndustrySafe Demo Site), follow these steps to manually Add a Class to the Catalog:

    1. Open the Training module by selecting the Training tab in the main menu.
    2. On the horizontal menu, select the green plus sign in the upper left and select “Add Class to Catalog.”
    3. A blank Class Catalog form will appear.
    4. Complete the appropriate fields, including the required fields.
    5. Be sure to enter a name for the class and identify the retraining cycle of the class.
    6. Select the Save button.
    7. If all required fields are complete and all data is in a valid format, the successful save message will appear.

    View the Quick Start Guide here.

    Did You Know?
    The retraining cycle will populate the next required date for an employee to retake the class.
    The hours fields will populate the hours of training for each employee and allow you to tally total hours taught.

    Entering Data:

    This guide describes the process for using the Training Profile feature located in the IndustrySafe Safety Management Software.  This guide assumes that employee records have been imported into IndustrySafe and that the training class catalog has been set up.  To download and view the guide, click the link below:                               

    Training Profile End User Guide

    This guide describes the process for scheduling a training class or recording training results up in the IndustrySafe Safety Management Software. This guide assumes that employee records have been imported into IndustrySafe and that the training class catalog has been set up.  To download and view the end user guide, click the link below.

    Training Class Schedule End User Guide

    Email Alerts: 

    There are a number of Email Alerts that are sent out automatically based on set criteria defined in the System Functions module. Only employees that have an email address in the basic employee information table will receive a training alert.

    The following are a list of some of the available Training Email Alerts:

    1. Invited: Sent to employees who are invited to a class
    2. Declined: Sent to employees who declined a class invitation
    3. Class Enrolled: Sent to the employee when enrolled in class. The email also provides a link to Support Documents associated with the class.
    4. Withdrawn: Sent to employees who are withdrawn from a class
    5. Class Coming Soon: Sent to the employee within [X] days of class start date
    6. Class Ended: No Attendance: Sent to the employee [X] days after class end date if “Employee Attended” does not equal yes
    7. Class Ended Results: Sent to the employee [X] days after class end date if “Employee Attended” equals yes
    8. Class Retraining: Sent to the employee [X] days before class next required date
    9. Supervisor Required Training Summary: Sent [FREQUENCY] to the supervisors of all employees with required training in the next [X] days
    10. Training Attendance Supervisor Alert: Sent [FREQUENCY] to supervisors whose employees did NOT attend a scheduled class in the past [FREQUENCY]

    *FREQUENCY can be Daily, Weekly, Bi-weekly, Monthly or Quarterly

    Training Reports:

    For any training reports that have "Log" in the title, please see our Analysis Grid article for more information.

    All of the below reports allow you to select your output (PDF, Word, Excel), filter down through hierarchy layers, and select a date range.

    • Class Roster Report - A log of class activity by sponsor's hierarchy with a row for each employee grouped by class. Columns include: class name, dates, instructor 1 & 2, location, employee ID, first/last name, job title, attended class, passed class, grade, hours. Summary section includes total number of classes, and total number of class hours per employee and instructor.
    • Training Activity Log - The Training Activity Log is an analysis grid. More information on the analysis grid is available here: IndustrySafe Analysis Grid Quick Guide
    • Required Training Log - The Training Activity Log is an analysis grid. More information on the analysis grid is available here: IndustrySafe Analysis Grid Quick Guide
    • Training Compliance Log - The Training Activity Log is an analysis grid. More information on the analysis grid is available here: IndustrySafe Analysis Grid Quick Guide
    • Attendance Summary - A log of the attendance with a row for each employee grouped by class. Columns include: class name, employee ID, first/last name, job title, class start date, class end date, attended, passed, date grade received, hours attended.
    • Required Training Summary - A log of required training based off of different criteria. Columns include: class name, retraining cycle, employee ID, first/last name, facility, job title, last attended date, next required date, and next scheduled date.
    •  Attendance Matrix - A log of employee training requirements with a row for each employee. Columns include the list of classes required.
    • Employee Class History - A log of class history grouped by employee (and job title) with a row for each class. Columns include: start/end date, class name, location, attended class, passed class, next required date.
    • Employee Certification Badge - A badge displaying the employee's Name, employee ID, photo, and expiration dates for the classes identified as Certification Badge classes in the Class Catalog. This badge fits the Avery templates 74651 and 74652 (3.5in W X 2.25 in H).
    • Required Training by Job Title Log - A log report of all classes required for each job title (with a row for each class) grouped by job title. Columns include: class name, training class category, and retraining cycle.
    • Required Training by Profile Log - A log report of all classes required for each profile (with a row for each class) grouped by profile. Columns include: class name, training class category, and retraining cycle.
    • Training Hours Detail - A log report of training hours per class grouped by worker type with a row for each class. Columns include: date, class name, instructor, number attended, and total training hours per category.
    • Hours Summary - A log report of (direct and indirect) training costs per location and per worker type. There is a row for each worker type and location combination. Columns include location, worker type, total number of training hours in each category, direct costs, indirect costs, and total costs.
    • Employee Information Log - The Training Activity Log is an analysis grid. More information on the analysis grid is available here: IndustrySafe Analysis Grid Quick Guide

    Related Topics/Articles: 

    Self-Registration for Training Content Learners

    For Training Content Users who do not have a corporate email address, IndustrySafe provides a Self-Registration option to set a password using a personal email address (i.e. your.name@gmail.com).

    Self-Registration Work Flow

    The process starts when a user account is created for a training content learner without an email address.

    The System Administrator will then provide the following information to the user so that the user can self-register with an email address and set their password:

    1. The URL for the Self-Registration page: https://app.industrysafe.com/auth/register
    2. The User Name assigned to the user account.

    At this point, the end user can navigate to the Self-Registration page and provide their User Name (UserID).

    If the site does not have a valid training content license OR there are no training content users eligible for self-registration, the following message will be displayed:

    Self-registration is not available for this site.  Please contact your system administrator to set up your account.

    If the site does have a valid training content license and there are users eligible for self-registration, the following must be true for the user:

    • The user account is active
    • The user account does not have an email address associated with it
    • The user has not previously self registered
    • The user has access to training content (the Training Content Learner checkbox is checked on the user profile).

    If any of the items listed above are not true, the following message will appear, and the employee must ask their administrator for assistance with their account:

    Your account could not be located.  Please contact your system administrator to set up your account.

    Otherwise, the user will be prompted to enter a valid email address.  Upon successful validation of the email address, the user will see the following message:

    The user will also be sent the normal “Welcome to IndustrySafe” email for Training Content Learners which includes instructions on how to set your password. See here for more information on setting/resetting your password: Resetting Passwords

    In addition, the Training Content admin will receive a confirmation email that will say:

    Your employee, Jim Smith, has self-registered the following email address with a user account in IndustrySafe.

    IndustrySafe User ID: 12345ABC@abcmanufacturing.com

    IndustrySafe Employee ID: 12345ABC

    Email Address: jim.smith@gmail.com

    Employee Training History and Require Training Profile 

    The Employee Summary and Employee Form enables the user to view and edit an individual employee’s basic information, class history, Required Training Profile and Incident History.

    The Class History Form allows users to view and record information about the employee related to a specific class s/he was enrolled in.

    Viewing an Employee’s Class History

    1. Select the System Functions wrench.
    2. On the horizontal menu select Employees>Employee Summary.
    3. Find the Employee in the Employee Summary.
    4. Select his/her Employee ID.
    5. Under the Training Status section, select the Training History link.
    6. The Training History Summary will appear. Classes that are overdue will display in red
    7. To enter information for a specific class, select the ID of the class.

    The Required Class Profile displays classes an employee is required to take based on their class history or their training profile.

    Viewing an Employee’s Required Classes

    1. Select the System Functions wrench.
    2. On the horizontal menu select Employees>Employee Summary.
    3. Find the Employee in the Employee Summary.
    4. Select his/her Employee ID.
    5. Under the Training Status section, select the Required Classes link.
    6. The Required Class Profile summary will appear. Classes that are overdue will display in red
    7. To view more information about the class, select the ID of the class.