> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# GR Training & CEU Management - User Guide

> Module: GR-02 Training & CEU Management Audience: All Staff (Employees, Technicians, Counselors, etc.) Last Updated: 2025-12-13

**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

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

### 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

### 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

***

## 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

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)

***

## 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

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

### 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

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

### 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

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**

### Using Transcripts for License Renewal

When renewing your professional license:

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

### 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

1. Complete the renewal training when available
2. Update your records with new completion date
3. 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

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

***

## 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.

***

## Related Guides

* [Training Admin Guide](./training-admin-guide.md) - For training coordinators
* [Policy User Guide](./policy-user-guide.md) - For policy acknowledgments
* [GR Documentation Index](index.md) - GR module overview

***

**Need Help?** Contact your training coordinator, supervisor, or system administrator.