Levels

DataTrak provides five default training levels, with 1 representing the lowest level and 5 representing the highest. You can use the Levels page to set the number of levels for your club and add employees to the level at which they are qualified to train.

Depending on your club’s needs, you may use multiple levels to distinguish which employees can train at which event level, or you may use a single level for all trainers and events. At least one level must be active. The number of levels you set here controls the number of levels that can be set for an event. (For information on setting event levels, see Services – Step 2 of 3 under Setting up Events.)

Multiple Levels

If you use multiple levels, you can only schedule trainers for events that are at or below that individual’s skill level. For example, an employee that is designated as a Level 3 Trainer, could only be scheduled to facilitate events that are set at level 1, 2, or 3. That individual could not be scheduled to facilitate events that are set at level 4 or 5.

If the Allow Insufficient Level Re-assignments flag on the Company Schedule Options page is set to Yes, trainers can be re-assigned to events that might be at a higher level than that individual’s skill level. For example, if the original instructor for a level 5 event becomes unavailable, the event can be re-assigned to an instructor at a lower training level.

A trainer can only be assigned to one level. For example, if you assign a trainer to Level 3, and then assign the same employee to Level 5, that employee will be removed from Level 3 since upper levels can train lower levels by default.

Single Level

If your club trains at the member’s level, you might only activate a single level (usually Level 1) and then inactivate the remaining levels. All trainers could then be assigned the same level thus eliminating the need to match the trainer’s level with the event’s level since events would also have only one level. This would also simplify the process of attaching services to an event because only the active level would be displayed on the Edit Event Setup page.

Use the Levels page to activate or inactivate levels. You can also change a level’s name, add employees to a level, or remove employees from a level.

To change a level

  1. Click Setup.
  2. In the Schedule Setup submenu, click Configuration.
  3. On the Schedule Configuration page, click the Levels tab.
  4. In the Name column, click the desired level number link.
  5. To inactivate a level, clear the Active check box.

For example, if you are only using a single level you might clear the Active check boxes for levels 2 through 5.

  1. To rename a level, in the Name field type a new name.

For example, you might want to change level 1 to Basic, or level 5 to Advanced.

  1. Click Add to select the employees who are qualified to train at this level.
  2. In the Find Employee dialog box, select the employees you wish to add and then click OK.
  3. Click Save.