Back to the Knowledge Base

Knowledge Base Article

How to Use Training Tracks to Manage Training Programs

A Training Track records a training session your organization held: when it happened, what it covered, who ran it, and who attended. Because attendance is recorded per person with a completion flag, you end up with a clean record of who has been through what.

Go to Staff & HR > Staff Training. The same list appears under Volunteerism as Volunteer Training and under other modules as their own training link. It is one list, reached from wherever you work.

Adding a Training Track

  1. Click Add New. Argenta creates the track and opens the Training Track Workspace.
  2. Fill in Track Details. Three fields are required: Date of Training, Total Hours, and Training Topic.
  3. Add the rest as it applies: Training Category, Trainer/Facilitator, Description, and your Chapter, Division, and Department (plus District and Precinct for political organizations).
  4. Click Save All Changes, or Save All & Exit Record.

Running the same training again next quarter? Open the existing one and click Copy & Add New, then change the date.

Recording Who Attended

The workspace has a separate page for each kind of attendee, so you add people where they belong rather than into one mixed list:

  • Staff Members, Volunteers, Board Members, Members, Participants, Parents, and Clients

On any of those pages, click Add New and fill in the window:

  1. Pick the person (required).
  2. Answer Completed The Training? (required).
  3. Enter a Final Score if you scored the training.

Each page shows a running count of attendees, a completed or not-completed pill per person, the score where there is one, and its own CSV export.

Seeing Training on a Person's Record

Open a staff member and go to their Training page to see every track they attended. Volunteers, members, board members, participants, parents, and clients each have the same page on their own record.

Files, Notes, and Access

Every track has Track Files for handouts, sign-in sheets, or slides, Track Notes for internal notes, and Record Permissions to control who can see or change it. Set As View Only and Lock This Record at the top of Track Details are the quick versions of that.

A Note on Certifications

A Training Track is a record of a session on a date, not a certification with a built-in expiry. If you track something that lapses, such as CPR, record each session as its own track and use the date of training to work out who is due again.

Reconnecting…

Whoops!

You've Encountered An Error

Something went wrong on our end. Don't worry, our development team has already been notified, and we'll get it fixed as soon as we can.

Please avoid repeating the same action for now. A quick reload usually gets you going again.