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Administrator Screen: Trainers/Supervisors Tab


Selecting either the Administrator - Create Trainer/Supervisor Signature Key menu item or the Administrator - Add/Modify/Delete A Trainer/Supervisor menu item on the main form brings up the Trainer/Supervisor tab on the Administrator form.

The Trainer/Supervisor tab on the Administrator form allows a level 3 user to manage the trainer/supervisor accounts. It is accessible only on a central system. A list of trainers/supervisors appears at the left of the tab. Use the buttons to the right of the list to create a signature key or to add, modify or delete a trainer/supervisor account. Selecting the Close button exits the form.

Create Signature Key Button

The Create Signature Key button is not enabled until after a trainer/supervisor is selected from the list. It is used to create a signature key for the selected trainer/supervisor. Selecting the button opens a browse for folder window which is used to select the location where the signature key is to be created. Note: the folder browser will not appear in the case where the "Disable browsing for Signatures folder" option is checked in the Signatures sub-tab of the Global Settings tab, and instead the signature key will be created in the "Default Signatures folder" (also configurable in the sub-tab). To create the key in the specified folder select the OK button. Keys can be stored together on the local PC or externally on a memory stick and given to the individual. The key is then used to electronically sign an evaluation, which is accomplished on the Evaluation Viewer Signatures tab. Note that a previously created key for an individual will be invalidated and that only the last key created can be used to sign an evaluation.

Add Trainer/Supervisor Button

The Add Trainer/Supervisor button is enabled at all times. It is used to add a new trainer/supervisor account. Selecting the button opens the Add Trainer/Supervisor form.

Modify Trainer/Supervisor Button

The Modify Trainer/Supervisor button is not enabled until after a trainer/supervisor is selected from the list. It is used to edit an existing trainer/supervisor account. Selecting the button opens the Modify Trainer/Supervisor form.

Delete Trainer/Supervisor Button

The Delete Trainer/Supervisor button is not enabled until after a trainer/supervisor is selected from the list. It is used to delete an existing trainer/supervisor account. Selecting it opens a dialog window with Yes and No buttons and a prompt indicating the trainer/supervisor account which is to be deleted. The selected trainer/supervisor account, along with any Training & Development application records associated with that account, are deleted upon selection of the Yes button.

{% hint style="info" %} NOTE : Trainers/supervisors that have written evaluations cannot be deleted. All Training & Development records associated with a particular trainer/supervisor will be deleted upon deletion of that trainer/supervisor's account. Additionally, a trainer/supervisor cannot delete their own account. {% endhint %}

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