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Features
Desktop

Client

Web

List Available Training
   
Link a document or file to each training record which can be available for employees to review before taking an exam.
Yes
Yes
Yes
Set the status of a training or employee to "inactive" to keep the data but not include it in reports.
Yes
Yes
Yes
Sort records by training title or by training number on all screens and reports.
Yes
Yes
 
Designate training required for one location or all locations.  
Yes
Yes
List Employees      
Add new job titles, departments, shifts, locations, or employee types as you need them, or by importing them with your employee data.
Yes
Yes
Yes
Job title history is automatically saved any time a job title is changed.
Yes
Yes
Assign multiple job titles to each employee.
Yes
Yes
Yes
Attach a document or file to each employee record
Yes
Yes
Yes
Upload a photo of each employee, track Human Resources data such as Social Security number, birth date, address, and phone numbers.
Yes
Yes
Designate Required Training      
Require training by job title, department, individual employee, or all employees.
Yes
Yes
Yes
When a new employee is added, the required training is automatically listed based on job titles and department.
Yes
Yes
Yes
Exempt individual employees from requirements.
Yes
Yes
Yes
Automatic Email Notices      
Automatically send email notices to employees and/or supervisors for scheduled classes or training that is due or about to expire.
Yes
Yes
Yes
Manually send email notices to employees, supervisors, or others.
Yes
Yes
Expiration, Revision, and Re-Training
Specify a grace period before training is due. Yes Yes Yes
Each training can be set to expire after a specified number of months or days, or to never expire.
Yes
Yes
Yes
When completions are entered, the expiration date is automatically calculated.
Yes
Yes
Yes
When you have a new revision for a training (or document), you may elect to automatically expire all completions from the previous version.
Yes
Yes
Yes
Schedule Classes      
Employees may log in and enroll in scheduled classes or cancel enrollment.
Yes
Indicate a maximum capacity for each training location to limit enrollment.
Yes
Yes
Yes
Record Training Completion      
Completion records include: Training, employee, revision, completion date, expiration date, cost, hours, score, and pass/fail.
Yes
Yes
Yes
Attach a document or file to each training completion record.
Yes
Yes
Print sign-in sheets with barcodes and enter completion records by simply scanning in the barcodes.
Yes
Yes
Enter completion records for groups of employees all at once.
Yes
Yes
Yes
View Completion Status      
Filter completion and status records in a variety of ways.
Yes
Yes
Yes
Status is automatically calculated as needed, scheduled, completed, failed (if an exam is required), or expired.
Yes
Yes
Yes
Retain training history when an employee completes a training multiple times over the years.
Yes
Yes
Yes
Exams      
Allow employees to view a linked document, then take exams electronically or indicate that they have completed a training and sign the record with an electronic signature.
Yes
Yes
Yes
View completed exams with answers and scores.
Yes
Yes
Yes
Import and Export      
Import data from another program or file using the Excel® templates.
Yes
Yes
Yes
Export data or any report to Excel® or other standard file formats, or send it as an email attachment.
Yes
Yes
View imported records for confirmation.
Yes
Yes
 
Reports      
Generate a variety of reports showing training due or completed.
Yes
Yes
Yes
Print over 60 standard reports featuring your own logo
Yes
Yes
Use filters to create custom reports.
Yes
Yes
Yes
Filter for any criteria from multiple fields at once (for example, all trainings completed in May by employees in the IT department or with job title containing "Manager"). Generate reports based on your criteria or export the search results directly to Excel®
Yes
Yes
 
Print individual certificates of completion, or print them for an entire class.
Yes
Yes
 
Specify Letter or A4 size paper for all reports
Yes
Yes
 
Sort, Search, and Edit Data      
Sort, search, or filter records on any screen by any field.
Yes
Yes
Yes
Edit lists for drop-down menus.
Yes
Yes
Yes
Form validation prevents entry of duplicate records.
Yes
Yes
Yes
Click on a field to open the related record. For example, when looking at an employee record, click a training title to open that record. From the training screen, click an employee name to open that record.
Yes
Yes
Yes
User Access Levels      
Assign read-and-edit, read-only, or limited access to users.
Yes
Yes
Yes
Users are authenticated using their Windows® login; no need to type a separate user name and password.
Yes
Yes
Employees taking exams or viewing their own status do not need to have a Windows® login, they can type in their unique user name and password.
Yes
Yes
Yes
Allow users to only view/edit subordinate records.
Yes
Yes
Allow users to only view/edit one department.
Yes
Allow users to only view/edit one location.  
Yes
Yes
Allow users to only edit completion records.
Yes
Yes
Audit Trail and Electronic Signatures
An audit trail tracks all record changes and user logins.  
Yes
Yes
Electronic signatures and compliance with FDA 21 CFR Part 11.  
Yes
Yes
Validation documents available (purchased separately).  
Yes
Yes
Setup and Support      
SQL Server back-end database.  
Yes
Yes
Runs through a web browser    
Yes
Nothing to install on client workstations.    
Yes
Free support by phone, email or chat.
Yes
Yes
Yes
Free online training for all licensed users. Yes Yes Yes