Welcome to the Training section.

Here, you can manage every part of your Training Center’s education programs — from students and courses to communications and certifications.

Use this guide to explore what each area does and how it connects to your Training operations.

? Training Centers

Keep your Training Center information accurate and up to date.

You can:

  • Add or edit contact details (name, address, phone, email)
  • View or manage instructors assigned to each Training Center
  • Upload important documents related to your center
  • Record notes for quick reference
  • Manage custom student fields unique to your Training Center’s roster

? Students

Access your active apprentice roster and manage all related student information.

You can:

  • Call or message students directly
  • View transcripts and class history
  • Edit student records, including contact and demographic info
  • View membership information (read-only)
  • Track status, program progression, and certifications
  • Review reported time (approved, rejected, or pending)
  • Manage employment records (active and previous)
  • View trades and skills, change logs, documents, and notes
  • Manage user accounts and staff positions

? Global Students

View a complete roster of all student records across every Training Center.

You can:

  • View full student profiles
  • Access contact, membership, and demographic details
  • Monitor program progress, certifications, and course completions
  • Review communications and employment history
  • Manage trades and skills

? Programs

Set up and maintain the structure and details of your Training Programs.

You can:

  • Define program details: type, subject area, O*NET code, RAPIDS code
  • Configure facets (OJL & RI) with associated skillsets and standards
  • Set recommended hours by category
  • Manage wage rates and wage levels for journey workers
  • Link courses required for progression
  • Enroll and track students in each program
  • Generate detailed printable reports of categories, hours, and wages

⚙️ Facets

Facets define the categories and standards within a program.

You can:

  • Add or edit facets within a specific program
  • Associate each facet with standards and subject areas

? Courses

Manage courses within your Training Center’s programs.

You can:

  • Add or edit courses
  • Publish them on your external Course/Events page
  • Set pricing or enrollment fees
  • Connect a merchant account to accept online payments

? Classes & Modules

Organize and track the individual classes and learning modules that make up your courses.

You can:

  • Add or edit classes/modules under each course
  • Publish classes on the external Course/Events page
  • Track student enrollment and attendance
  • Assign staff to each class or module
  • Record grades and attendance
  • Add Zoom links for virtual sessions
  • Upload documents or add notes
  • Review related communications

? Module Templates

Create reusable templates to standardize how new modules are built and managed.

⏱️ Bulk Time Entry

Record time or grant credit hours to all students enrolled in a course or facet type.

Key Features:

  • Automatically attributes related instruction hours to apprenticeship records
  • All hours added are automatically submitted and approved

? Transcripts

Review completed courses organized by Training Center, type, and date.

You can:

  • View each student’s full training record
  • Generate and print official transcripts for apprenticeship programs

? Student Certifications

Track and export which students meet specific certification criteria.

You can:

  • Filter by certification, status, and employer
  • Export certification lists for reporting or verification

? Communicate

Stay connected with your students using email, text, surveys, and letters — all from within Engage.

? Distribution Lists

Build dynamic student lists for communication.

You can:

  • Create custom lists using filters and criteria
  • Save and reuse lists to target specific programs or student groups

✉️ Communications

Send and manage messages directly from the Communications Hub.

You can:

  • Send emails or text messages to students or distribution lists
  • View past communications and engagement analytics (opens, views, clicks)
  • Access past surveys and student responses
  • Distribute new surveys created in the Survey Builder

?️ Survey Builder

Design and distribute student surveys to collect feedback.

Features:

  • Create surveys with multiple question types
  • Choose between named or anonymous responses
  • Send surveys through the Communications tab

? Templates

Create reusable communication assets to maintain a consistent look and feel.

You can:

  • Upload logos
  • Set up email signatures
  • Create default email templates for common messages

?️ Mailing Labels

Quickly generate mailing labels from student records.

You can:

  • Use Avery label formats
  • Apply filters or distribution lists to target specific groups
  • Print labels for physical mailings

? Letters

Send personalized letters by email (PDF) or traditional mail.

You can:

  • Select individual students or use distribution lists
  • Attach letters to a student’s Docs tab
  • Download and print all letters in bulk

? Letter Templates

Use mail-merge functionality to personalize letters automatically.

Examples of data you can include:

  • Student name, address, phone, and email
  • Transcripts, completed courses, or certifications

?️ Support

Need help?

You can submit a ticket or browse our Knowledge Base for detailed articles and troubleshooting guides.

You can:

  • Create a new Support Ticket
  • Search our Help Docs for training and support materials

⚙️ Training > Options

(Access limited to authorized Training Center staff)

Customize program and course configuration settings for your Training Center.

You can manage:

  • Course Types
  • Facet Types / Categories
  • Program Types
  • Result & Tracking Types
  • Results
  • Student Groups
  • Training Statuses
  • Subject Areas
  • Certifications
  • Wage Types