GR Training & CEU Management - User Guide

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Overview

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Getting Started

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Accessing the Training Library

1. Navigate to GR → Training from the main menu
2. The Training Library shows all available courses for your organization
3. Use search and filters to find specific courses

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Accessing My Training

1. Navigate to GR → My Training from the main menu
2. View pending training assignments that require your action
3. Track completed training and history

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Accessing CEU Transcript

1. Navigate to GR → CEU Transcript from the main menu
2. View all earned CEU credits
3. Export transcript for license renewal

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Viewing Training Courses

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Training Library

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Using Filters

• 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

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Viewing Course Details

1. Click on a course title to open the detail view
2. View the full course description and objectives
3. See CEU credit information and category
4. Download course materials if available
5. View enrolled employees (if admin)

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My Training Assignments

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Understanding Pending Training

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Training Status Workflow

┌─────────────┐     ┌─────────────┐     ┌───────────┐
│ Not Started │ ──> │ In Progress │ ──> │ Completed │
└─────────────┘     └─────────────┘     └───────────┘
       │                   │
       │                   │
       ▼                   ▼
┌─────────────┐     ┌─────────────┐
│   Overdue   │ ──> │   Overdue   │
└─────────────┘     └─────────────┘

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Due Date Reminders

• 30 days before due date
• 14 days before due date
• 7 days before due date (if still pending)

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Completing Training

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Step-by-Step Process

1. Navigate to GR → My Training
2. Find the pending training you need to complete
3. Click Start Training or the course title
4. Complete the training requirements:
   • View Materials: Review course content
   • Complete Quiz: Pass required assessment (if applicable)
   • Attend Session: Mark attendance (for in-person training)
5. Once requirements are met, click Mark Complete
6. Your supervisor may need to verify completion

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Completion Requirements by Course Type

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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

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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

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CEU Credit Tracking

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Understanding CEU Credits

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Viewing Your Credits

1. Navigate to GR → CEU Transcript
2. View all earned credits by course
3. Filter by date range or credit category
4. See running totals by credit type

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CEU Transcript Details

• Course name and date completed
• Credit amount and category
• Expiration date (if applicable)
• Verification method (quiz score, attendance, etc.)

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Generating CEU Transcripts

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Creating Your Transcript

1. Navigate to GR → CEU Transcript
2. Set the Date Range for the period you need
3. Optionally filter by Credit Category
4. Click Export PDF or Export CSV

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Using Transcripts for License Renewal

1. Generate a transcript for your licensing period
2. Include course names, dates, and credit amounts
3. Some licensing boards may require additional verification
4. Contact your compliance officer for attestation if needed

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Transcript Contents

• 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

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Expiring Certifications

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Understanding Expiration

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Renewal Reminders

• 90 days before expiration
• 60 days before expiration
• 30 days before expiration

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Renewing Certifications

1. Complete the renewal training when available
2. Update your records with new completion date
3. New expiration date is automatically calculated

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Notifications & Reminders

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Types of Notifications

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Viewing Notifications

1. Check the notification bell in the header
2. Click to view all pending notifications
3. Click a notification to go directly to the training

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FAQ

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Why is my training showing as overdue?

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How do CEU credits work?

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Can I complete training on mobile?

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What if I have questions about training content?

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When do my certifications expire?

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Can I take training before it’s assigned?

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What happens if I fail a quiz?

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How do I get credit for external training?

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Related Guides

• Training Admin Guide - For training coordinators
• Policy User Guide - For policy acknowledgments
• GR Documentation Index - GR module overview