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Module: GR-02 Training & CEU Management
Audience: All Staff (Employees, Technicians, Counselors, etc.)
Last Updated: 2025-12-13
Overview
The Training & CEU Management module helps you complete required training, track your progress, and manage your continuing education credits. This guide covers how to view training assignments, complete training, and generate CEU transcripts.
Getting Started
Accessing the Training Library
- Navigate to GR → Training from the main menu
- The Training Library shows all available courses for your organization
- Use search and filters to find specific courses
Accessing My Training
- Navigate to GR → My Training from the main menu
- View pending training assignments that require your action
- Track completed training and history
Accessing CEU Transcript
- Navigate to GR → CEU Transcript from the main menu
- View all earned CEU credits
- Export transcript for license renewal
Viewing Training Courses
Training Library
The Training Library displays all available courses with key information:
| Column | Description |
|---|
| Title | Course name and description |
| Category | Course type (Clinical, Safety, Compliance, etc.) |
| Type | Delivery method (Online, In-Person, Self-Paced, etc.) |
| Duration | Estimated time to complete |
| CEU Credits | Credits awarded upon completion |
| Status | Active, Archived |
Using Filters
Filter courses by:
- Category: Clinical, Safety, Compliance, Professional Development, etc.
- Type: Online, In-Person, Webinar, Self-Paced, On-the-Job
- Status: Active courses only
- Search: Find by title or description
Viewing Course Details
- Click on a course title to open the detail view
- View the full course description and objectives
- See CEU credit information and category
- Download course materials if available
- View enrolled employees (if admin)
My Training Assignments
Understanding Pending Training
When you’re assigned training, you’ll see it in My Training:
| Column | Description |
|---|
| Course | Training title and category |
| Assigned | When you were assigned |
| Due Date | Deadline for completion |
| Status | Not Started, In Progress, Overdue, Completed |
Training Status Workflow
┌─────────────┐ ┌─────────────┐ ┌───────────┐
│ Not Started │ ──> │ In Progress │ ──> │ Completed │
└─────────────┘ └─────────────┘ └───────────┘
│ │
│ │
▼ ▼
┌─────────────┐ ┌─────────────┐
│ Overdue │ ──> │ Overdue │
└─────────────┘ └─────────────┘
Due Date Reminders
You’ll receive automatic reminders at:
- 30 days before due date
- 14 days before due date
- 7 days before due date (if still pending)
Check your notifications regularly to stay compliant.
Completing Training
Step-by-Step Process
- Navigate to GR → My Training
- Find the pending training you need to complete
- Click Start Training or the course title
- Complete the training requirements:
- View Materials: Review course content
- Complete Quiz: Pass required assessment (if applicable)
- Attend Session: Mark attendance (for in-person training)
- Once requirements are met, click Mark Complete
- Your supervisor may need to verify completion
Completion Requirements by Course Type
| Course Type | Typical Requirements |
|---|
| Online | Complete all modules, pass quiz |
| Self-Paced | Review materials, self-attestation |
| In-Person | Attendance verification |
| Webinar | Attendance + quiz (often) |
| On-the-Job | Supervisor sign-off |
What Happens After Completion
- Your completion is recorded with timestamp
- CEU credits are automatically added to your transcript
- The training moves to your “Completed” list
- If the training expires, you’ll be notified before renewal is due
Important Notes
- Some training has expiration dates (e.g., CPR expires in 2 years)
- You’ll receive reminders before certifications expire
- Quiz scores may be recorded and visible to supervisors
CEU Credit Tracking
Understanding CEU Credits
CEU (Continuing Education Unit) credits track your professional development hours:
| Credit Type | Description |
|---|
| State Licensing | Credits for state license renewal |
| Professional Certification | Credits for professional credentials |
| Organization Required | Internal training requirements |
Viewing Your Credits
- Navigate to GR → CEU Transcript
- View all earned credits by course
- Filter by date range or credit category
- See running totals by credit type
CEU Transcript Details
For each credit entry, you can see:
- Course name and date completed
- Credit amount and category
- Expiration date (if applicable)
- Verification method (quiz score, attendance, etc.)
Generating CEU Transcripts
Creating Your Transcript
- Navigate to GR → CEU Transcript
- Set the Date Range for the period you need
- Optionally filter by Credit Category
- Click Export PDF or Export CSV
Using Transcripts for License Renewal
When renewing your professional license:
- Generate a transcript for your licensing period
- Include course names, dates, and credit amounts
- Some licensing boards may require additional verification
- Contact your compliance officer for attestation if needed
Transcript Contents
Your transcript includes:
- Your name and employee ID
- Date range covered
- List of completed training with:
- Course title
- Completion date
- CEU credits earned
- Credit category
- Total credits by category
- Organization attestation
Expiring Certifications
Understanding Expiration
Some training has mandatory renewal periods:
| Training Type | Typical Expiration |
|---|
| CPR/First Aid | 2 years |
| HIPAA | Annual |
| Safety Training | Annual or Biennial |
| Clinical Certifications | Varies |
Renewal Reminders
You’ll receive automatic reminders:
- 90 days before expiration
- 60 days before expiration
- 30 days before expiration
Renewing Certifications
- Complete the renewal training when available
- Update your records with new completion date
- New expiration date is automatically calculated
Notifications & Reminders
Types of Notifications
| Notification | When | Action Required |
|---|
| New Assignment | When assigned training | Complete by due date |
| Reminder (30 days) | 30 days before due | Start training |
| Reminder (14 days) | 14 days before due | Complete soon |
| Reminder (7 days) | 7 days before due | Urgent - complete now |
| Overdue | After due date | Complete immediately |
| Expiring (90 days) | 90 days before expiration | Plan for renewal |
| Expiring (30 days) | 30 days before expiration | Complete renewal |
Viewing Notifications
- Check the notification bell in the header
- Click to view all pending notifications
- Click a notification to go directly to the training
FAQ
Why is my training showing as overdue?
Your training due date has passed. Complete the training as soon as possible. Overdue training is reported to supervisors and compliance officers.
How do CEU credits work?
CEU credits are awarded automatically when you complete training. The credit amount is set by the course and represents continuing education hours for your profession.
Can I complete training on mobile?
Yes, the training system works on mobile devices. Navigate to GR → My Training on your phone or tablet. Some content (videos, documents) may work better on larger screens.
What if I have questions about training content?
Contact the course instructor listed in the course details, or reach out to your supervisor or training coordinator.
When do my certifications expire?
Check your CEU Transcript for expiration dates. You can filter by courses with expiration dates to see upcoming renewals.
Can I take training before it’s assigned?
Some organizations allow self-enrollment in optional training. Check the Training Library for available courses or ask your supervisor.
What happens if I fail a quiz?
This depends on your organization’s policy. Typically you can retake the quiz after reviewing the material. Check with your supervisor for specific requirements.
How do I get credit for external training?
Contact your compliance officer or training coordinator. They can add external CEU credits to your transcript with proper documentation.
Need Help? Contact your training coordinator, supervisor, or system administrator.
