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Training Management

Overview — The Training Record

Training Management is NSCAT's record of who has been trained, in what role, where, and when. Assessment work depends on trained people — interviewers, team leads, site coordinators — and this is where that qualification is recorded so it can be looked up rather than remembered.

Open Training Management from the sidebar. It is Utility Admin only — a COG Admin without the Utility Admin role cannot see the entry.

The page is a sortable, searchable table of training sessions with three actions: Add New Training, Edit this Training, and Delete this Training.

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The Training Management page.

GOOD TO KNOW  Each row records one person in one role at one session. Training six people at the same session means six rows, not one row with six names. That is what makes the record searchable by person.

What the Table Shows

Column

What it holds

Training Location

Where the training took place.

Date

The date of the session.

Training Role

The role the person was trained for.

Email

The trained person's NSCAT account email.

Name

Their name, filled in automatically from their account.

Actions

Edit and delete buttons for that row.

 

Every column except Actions is sortable, and the Search Training box filters across all of them.

PRO TIP  Search matches any column, so one box answers most questions — type a person's email to see everything they are trained for, a role to see everyone qualified in it, or a location to pull up one session's whole attendance list.

Adding a Training Record

Click Add New Training. Confirm with Adding Training — "Are you sure you want to add Training?"

The fields

Field

Required

What to enter

Location

Yes

Where the training happened.

Training Date

Yes

The session date, chosen from the date picker.

Training Role

Yes

The role trained for, from the list below.

User Email

Yes

The trained person, selected from existing NSCAT accounts.

First Name / Last Name

—

Filled in automatically when you pick the email. Read-only.

 

HEADS UP  User Email only offers people who already have an NSCAT account. Someone trained but not yet registered cannot be recorded here. Create their account first — see Registering & Managing Users.

 

GOOD TO KNOW  First Name and Last Name are read-only because they come from the person's account, not from this form. If a name is wrong, fix it in Manage User — correcting it there updates it everywhere, including here.

 

PRO TIP  Enter a session's attendees straight after it finishes, while the list is still to hand. The record's value is entirely in being complete — a half-entered session is worse than none, because it looks authoritative.

The training roles

Role

Typically

Team Lead

Leads an assessment activity and its team.

Interview Team Member

Conducts interviews and focus groups, and records responses.

Host Peer

A peer from another organization taking part in the assessment.

Site Coordinator

Coordinates the assessment at a particular site.

Executive Sponsor

The senior sponsor accountable for the assessment.

Fleet Lead

Coordinates across a fleet of sites.

Admin Support

Provides administrative support to the assessment.

 

GOOD TO KNOW  These roles describe training, not NSCAT permissions. Recording someone as a trained Team Lead does not give them Team Lead access to any activity — that is assigned per activity in Properties. See Roles & Access Control.

 

PRO TIP  The role list is fixed, so use it as your vocabulary when planning an assessment team. Before assigning someone as a Team Lead on an activity, search here for their email and confirm the training exists.

One person, several roles

A person can hold several training records — one per role, and one per session if they are retrained.

PRO TIP  Add a new row when someone is retrained rather than editing the old one. Keeping both preserves the history of when each qualification was obtained, which is exactly what you need if training currency is ever questioned.

Editing a Training Record

Click the edit button on a row. The dialog opens with the record loaded, field labels change to New Location and so on, and every field can be corrected. Confirm with Updating Training — "Are you sure you want to update Training?"

PRO TIP  Use Edit to fix mistakes — a wrong date, a mistyped location, the wrong role picked from the list. Do not use it to record a fresh session over an old one; that overwrites history rather than adding to it.

Deleting a Training Record

Click the delete button on a row and confirm.

HEADS UP  Deletion is permanent and there is no archive. Delete only records entered in error — a duplicate row, or the wrong person selected. A record of training that genuinely happened should stay, even for someone who has since left the organization.

 

GOOD TO KNOW  Deleting a training record has no effect on the person's account or on any activity they are assigned to. The two are independent — this table is a record, not a permission.

Common Problems

What you see

What it means

Training Management missing from the sidebar

It is Utility Admin only. A COG Admin without that role cannot reach it.

A trained person is not in the User Email list

They have no NSCAT account. Register them first.

First Name / Last Name cannot be typed in

Correct. They come from the account — fix them in Manage User.

Save button stays disabled

A required field is empty — Location, Training Date, Training Role, or User Email.

The wrong name appears against an email

The account's name is wrong. Fix it in Manage User and it updates here.

Someone is trained but has no activity access

Expected. Training is a record, not a permission — assign them in the activity's Properties.

Only one row for a session with several attendees

Each attendee needs their own row. Add the missing ones.

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