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

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

The Training Tracks list with the Add New button above one training track card

Add New sits above the training tracks list.

Track Details showing date of training, total hours, training category, training topic and trainer

The three fields with an orange asterisk are the ones you have to fill in.

The Save All Changes, Save All and Exit Record, Copy and Add New, Delete This Record and Cancel and Exit buttons

Copy & Add New sits with the save buttons.

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:

Pick the person (required).
Answer Completed The Training? (required).
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.

The Staff Members Who Participated page with Add New, Export to CSV, the attendee count and one attendee row

Each attendee page carries its own count, search and CSV export.

The Add A New Staff Member box with the person lookup, the Completed The Training question and Final Score

The window asks for the person, whether they completed it, and a score.

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.

The Training page on a staff member's record listing two training tracks with category, completion and score

The same information reads back on the person's own Training page.

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.

The Training Track Workspace menu listing the attendee pages plus Track Files, Track Notes and Record Permissions

The workspace menu. Each kind of attendee gets its own page.

The Set As View Only and Lock This Record switches

Both switches sit at the top of Track Details.

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.