Note: Asset Manager requires the .NET framework in order to run. If your computer is missing the .NET framework, the installation program will prompt you to install it.

Getting Started

If you have already purchased a license key, go to the Menu item ***Unlock Trial Mode*** à Enter license key, and enter it in the space provided. The button will remain disabled until the License Key is entered correctly. You may then click on the button to license Training Manager and remove the 10 item trial limitation.

Note that the license key for the Standard Edition will only work in the Standard Edition of the software. Likewise, the Enterprise Edition license key will only work in the Enterprise Edition of the software.

If you don’t have a Training Manager License key, you may click the link to purchase it, or open your web browser and go to: http://www.kzsoftware.com/purchase/training-manager

Navigation

Navigate through the main screens by clicking on the tabs as shown.

Course Catalog

The Course Catalog provides a list of the courses in your database. When you select a Course Category on the left, the courses for that category will be displayed in the list view. Courses may be dragged and dropped from one Category to another by dragging the course from the list view to a different category in the folder hierarchy on the left.

You may also filter the list view by ‘Active’, ‘Inactive’, or ‘All’ using the filter buttons in the upper right corner of the view. Find a Course quickly using the Quick Search box located beneath the Filter buttons.

Adding new Course Categories

You may add new Course Categories by right-clicking on the tree view and then choosing, “New Course Category…” from the shortcut menu, or click the “New Course Category” button.

Sorting the list view

To change the sort order of the list view, click on a column header. Click again to re-sort in the opposite direction, or click another column header to sort by a different column.

Changing the order of the columns in the list view

Click on a column header and drag it while holding the mouse button down to change the order of the columns in the list view.

Changing the columns displayed in the list view

The list views throughout Training Manager can also be configured to show only the columns of information that you want displayed. To show different columns in the list view, right-click on the list view and select the option, “Show columns”.

This will open a window which will allow you to select the columns to display.

Select the columns you want to display in the list view, and then click the Ok button.

Exporting data from the list view

The list views throughout Training Manager include an Export button: . This button allows you to export the data from the list view into a list of comma separated values which can be opened in MS Excel.

Course Entry View

To add a new course to the database, open the New Course window by clicking on the New Course button ( ).

The default values that you set on the Course form for Trainer and Location will be used on the Class Session form when a course is selected.

The Default Retraining Requirement will be used when a new assignment is created for the course.

Training Manager can automatically assign a course number, or you may assign your own numbers manually by entering the number in the space provided.

Course Header Information

The Course header contains the following fields which identify the type of course you’re tracking:

Field Name	Description
Course Title	The title of the course up to 100 characters long.
Course Category	The category that this course fits in.
Course Status	The status of the course (Active/Inactive). Set this field to Inactive when you don’t want to show the course in the list view, but you want to be able to continue to find and report on the past training status for this course.
Course Number	The course number uniquely identifies the course. You may enter your own unique course number / code, or Training Manager can assign an automatic number for you.