Description: In this topic, the user will learn about the training account type. The training account type is for employees that are paid by the organization to complete training. An example would be required training where the employee receives compensation for attending the class. Not all organizations offer paid training. Contact the organization for details.
The training account type may be entered using the following methods:
Mobile app
Web portal
Role Required: Employee (base user)
Permission Required: N/A
Enter a Training Punch in the Mobile App
Log in to the DCI mobile app
Click the blue Other Entries button on the dashboard
Account Type (required): In the Select Type drop-down, click Training.
Cost Center (required): Click the cost center field. Click in the search bar and type the cost center name. Select the cost center.
Date (required): The date the training took place. Must be in the past. Please ensure it is within the acceptable date range for the organization. Click the month, day, and year to select date.
In Time/Out Time (required): Clock in/clock out times. Click the hour, minute, and PM to select time and a.m. or p.m.
Add Notes for Punch (optional): Enter notes per organizational requirements
Add Attachment (optional): Click to take and add a picture
Select the camera icon in the middle to take the picture
Select the checkmark to save the picture
Select the the X to retake the picture
Click Save
Enter a Training Punch in the Web Portal
Log in to the DCI web portal
Click the blue Add Entry button on the dashboard
Complete the form wizard
Entry Type (required): Defaults to Punch. Other options may be available per organization.
Employee Name (required): Prefilled with the name of the employee logged into the system
Account Type (required): Select Training
Cost Center (required): Enter the cost center name then select it from the list
Service Date (required): The date the training took place. Must be in the past. Please ensure it is within the acceptable date range for the organization.
Check In/Check Out (required): Clock in/clock out times
Notes (optional): Enter notes per organizational requirements
Attachment (optional): Click the blue Add Attachment link to upload attachment(s)
Click Save then Yes to confirm
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