{"id":1218,"date":"2025-07-10T13:12:16","date_gmt":"2025-07-10T13:12:16","guid":{"rendered":"https:\/\/help.fieldax.com\/?post_type=docs&#038;p=1218"},"modified":"2025-07-10T13:12:17","modified_gmt":"2025-07-10T13:12:17","password":"","slug":"add-training-history-to-service-engineers","status":"publish","type":"docs","link":"https:\/\/document.fieldax.com\/?docs=add-training-history-to-service-engineers","title":{"rendered":"Add Training History to Service Engineers"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\"><strong>Understanding Training Management<\/strong><\/h2>\n\n\n\n<p>Training history tracks professional development and ensures compliance with industry requirements. Proper training documentation:<\/p>\n\n\n\n<p><strong>Benefits<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Maintains compliance<\/li><li>Tracks skill development<\/li><li>Supports career growth<\/li><li>Ensures quality service<\/li><li>Reduces liability<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Training Categories<\/strong><\/h3>\n\n\n\n<p><strong>Mandatory Training<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Safety (OSHA)<\/li><li>Regulatory compliance<\/li><li>Company policies<\/li><li>Equipment operation<\/li><\/ul>\n\n\n\n<p><strong>Technical Training<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>New equipment<\/li><li>Advanced techniques<\/li><li>Manufacturer updates<\/li><li>Troubleshooting methods<\/li><\/ul>\n\n\n\n<p><strong>Professional Development<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Customer service<\/li><li>Sales techniques<\/li><li>Leadership skills<\/li><li>Time management<\/li><\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Adding Training Records<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 1: Access Training History<\/strong><\/h3>\n\n\n\n<p>From Service Engineer record:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Scroll to <strong>Training History<\/strong> related list<\/li><li>Click <strong>New Training Record<\/strong><\/li><\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 2: Basic Training Information<\/strong><\/h3>\n\n\n\n<p>Enter training details:<\/p>\n\n\n\n<p><strong>Training Identification<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Training Name<\/strong>: Carrier VRF Systems Advanced<\/li><li><strong>Training Type<\/strong>: Technical Certification<\/li><li><strong>Provider<\/strong>: Carrier Corporation<\/li><li><strong>Delivery Method<\/strong>: In-Person Workshop<\/li><\/ul>\n\n\n\n<p><strong>Schedule Details<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Start Date<\/strong>: 06\/01\/2024<\/li><li><strong>End Date<\/strong>: 06\/03\/2024<\/li><li><strong>Duration<\/strong>: 24 hours<\/li><li><strong>Location<\/strong>: Chicago Training Center<\/li><\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 3: Documentation Upload<\/strong><\/h3>\n\n\n\n<p>Attach certificates:<\/p>\n\n\n\n<p><strong>Document Management<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>In <strong>Attachments<\/strong> section<\/li><li>Click <strong>Upload Files<\/strong><\/li><li>Select certificate PDF\/image<\/li><li>Add description<\/li><li>Mark as <strong>Official Certificate<\/strong><\/li><\/ol>\n\n\n\n<p>Naming convention: [Year]_[EngineerName]_[TrainingName]_Cert.pdfExample: 2024_JSmith_CarrierVRF_Cert.pdf<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Understanding Training Management Training history tracks professional development and ensures compliance with industry requirements. Proper training documentation: Benefits Maintains compliance Tracks skill development Supports career growth Ensures quality service Reduces liability Training Categories Mandatory Training Safety (OSHA) Regulatory compliance Company policies Equipment operation Technical Training New equipment Advanced techniques Manufacturer updates Troubleshooting methods Professional Development&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[10],"doc_tag":[],"class_list":["post-1218","docs","type-docs","status-publish","hentry","doc_category-workforce-management"],"year_month":"2026-05","word_count":135,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"admin","author_nicename":"admin","author_url":"https:\/\/document.fieldax.com\/?author=1"},"doc_category_info":[{"term_name":"Workforce Management","term_url":"https:\/\/document.fieldax.com\/?doc_category=workforce-management"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1218","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1218"}],"version-history":[{"count":1,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1218\/revisions"}],"predecessor-version":[{"id":1219,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1218\/revisions\/1219"}],"wp:attachment":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1218"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_category&post=1218"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=1218"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}