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Home / Workstation & Departmental Processor Role Topics

Workstation & Departmental Processor Role Topics

This page provides you with links to important help topics for the Workstation and Departmental Processor roles in TrainTraq. To assist you in locating specific help topics, the first topic section provides links to basic role and FAQ information, while all other topics are organized based on the tab and tab menu option they relate to within TrainTraq itself.

Workstation & Departmental Processor Role Information

See the Understanding Roles page for a detailed list of the capabilities of the departmental and employee processor roles.

Workstation Processor Role

  • Home Tab
  • Dashboard Option
    • The Employee Dashboard (processor view)
  • Employee Search
    • How to Use Employee Search
  • Assignments Option
    • The Employee Assignments Page
    • Creating, Editing, and Removing Course Assignments
    • Creating, Editing, and Removing Task Assignments
    • Creating, Editing, and Removing Program Assignments
  • Waitlist Management Option:
    • The Waitlist Management Page
  • Transcripts Option:
    • The Employee Transcript Page
    • Adding and Withdrawing Course Completions
    • Adding and Withdrawing Task Completions
    • Adding and Withdrawing Program Completions
  • Groups Option:
    • The Employee Group Memberships Page
  • Employee Groups Option:
    • The Employee Groups Page
    • Creating a New Employee Group
    • Managing Employee Groups (for Workstation Processors)
  • Group Assignments Option:
    • The Employee Group Assignments Page
    • Assigning Courses, Programs, and Tasks to an Employee Group
  • Courses Option:
    • The Courses Page (for processors)
    • Performing a Course Search
    • Viewing Assignment, Withdrawal, and Completions Reports (for a single course)
    • Course Types
  • Programs Option:
    • The Programs Page
    • Performing a Program Search
  • The Tools Page
  • External User Transcripts Option
    • External User Transcripts page
  • Assignment Rules Option
    • Assignment Rules Page
  • Completion Upload Option:
    • The Batch Completions Page
    • Uploading a Batch Completion File
  • Employee PIN Info Option
    • The Employee PIN Info page
  • The Reports Page (for processors)
  • System Log Option:
    • The System Log Page
  • Workstation/Adloc Reports Option:
    • The Workstation/Adloc Reports Page (for processors)
    • Running Course Assignments, Completions, and Withdrawals Reports
    • Running Task Assignments, Completions, and Withdrawals Reports
    • Running Affiliate Course Completions and Affiliated for TrainTraq Reports
    • Difference between Standard and Excel Layouts

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