Manual

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Training & Development Reporting
System
User Manual

RCMC IT Department

Marya Belanger
2016

2

Introduction
This

system

was

developed

for

members

of

the

Training

and

Development Department at the RCMC. It is meant to efficiently store
and share data between the CPR unit, Training unit, and the Secretary.
It allows each user to replace their current manual methods of storing
information by providing an application to do so for them.
From the application, a user can automatically share information
with other users, and the user can create automatic reports of their
data

in

Microsoft

Word

and

Excel.

Hopefully,

this

will

increase

efficiency and data communication in the department.

This manual is for: ​
Username: ​

Secretary
.​ Password: ​

.
.

3

Scope
The Secretary uses the application to store all the data that
goes into the Annual Report. There are 6 categories for the Secretary
to store data under:
●

Training Activities

●

Symposiums and Conferences

●

Medical Courses

●

Continuous Medical Education

●

Non Medical Courses

●

COOP Trainees

The

above

categories all belong to the Annual Report, except COOP

Trainees. However, the Secretary is also responsible for this data, so
it is included in the secretary view.
The Medical Courses data automatically updates from the CPR unit;
whenever

a

class

occurs,

the

CPR

unit

will

input

the

number

of

attendees into the system, and the secretary will receive the sum of
all attendees for each CPR course.
The

Training

Activities

data

automatically

updates

from

the

Training unit; whenever the Training unit adds a new trainee to their
application, the secretary will receive the sum of each trainee type.
Additionally, the secretary can simply click a button, and all
the charts and tables for the Annual Report will be created.

4

Procedure
To open the application, open the TDS1 folder, then click TDS1 >
bin > x86 > Release > TDS1.exe. If you right click TDS1.exe, you can
create a desktop shortcut to the application.
For

the

application

to

work,

your

computer

may

ask

you

to

download the ​.NET 4.5 Package​​. This is necessary, follow the steps the
computer provides. Your computer also needs a version of Microsoft
Word and Excel later than 2007.
The

computer

MUST

connect

to

the

RCEMPLOYEE

network

for

the

system to work. If it is not connected, the application will run very
slowly or may crash. Simply close the application and connect if this
occurs.

After logging in, you will see this screen. You can create a new
user, who will also have access to the secretary responsibilities. You
may also change your password and logout.
The ​“New Year” button is for clearing the application of all

data. ​ONLY use this feature once you and the other users (CPR unit and

5

Training unit) have completed all the reports for the year. You share
data

with

the other users, so clearing your application may clear

theirs as well, even if they still need it. It ​DELETES EVERYTHING​​.

The tabs on the left side of the application are for each topic
under your responsibility. Each will show you a form, as shown above,
for adding new data to the topic.
Each
Trainees
Some

topic
require

categories

has
a
can

its

own

required

fields.

For

example,

COOP

name, department, university and training type.
be

chosen

from

a

list,

like

department

and

training type. Other fields can have new values added, which can be
chosen again later so you don’t have to re-enter the value each time,
like university and status.
The button “+View” on the right will take you to the following
screen:

6

Each topic has a viewing screen. In the image, the box is blank
and

gray,

meaning

there

is

no

data

for

that

topic. When data is

present, it will show up as rows, that can be easily copy and pasted
into an Excel file.
Clicking on the column names at the top of the box (SN, Name,
etc) will sort the data based on that column. If you want to delete a
row, enter the number in that row’s SN column into the box following
“Delete Row with SN:” and press the garbage button. Do the same if you
want to change a value in the row with the “Update Row with SN:”
button. To return to the previous screen to add new values, press the
“+Add” button on the right.
NOTE: Each different topic operates the same way for adding, viewing,
deleting and updating items. There are some validation requirements as
well. For example, in fields like “Attendees”, “Phone” and “Credit
Hours”, the system will only allow you to enter numbers. Also, if you
try to enter a value into a “Department” field that isn’t already in
the list, it will be automatically cleared. These are all to prevent
incorrect data from being entered into the system.

7

CAUTION: New values entered into the “University” or “Training Type”
fields CAN NOT be deleted or edited later. Make sure they are spelled
correctly and that they don’t already exist in the list.

From the Reports tab, you can create your annual report. The
button that says “Annual Report” will create tables for each of the 5
topics included.
The “Annual Report Summary” button creates the summary tables based
off

all

the

data

in

the

system.

Both

reports

are

Microsoft

Word

documents.
The

“Annual

Report

Charts” button creates an Excel file with

graphs for each topic in the report (each in a different worksheet).
And Finally, the “Coop Trainee Report” button creates a simple
Excel spreadsheet with each COOP trainee’s info.

8

NOTE​​:

Creating

reports

of

any

kind

using

the

application

will

sometimes cause Microsoft Word/Excel to open “Background Processes” of
Word/Excel. These can cause small problems in the future. It is best
to always open your computer’s Task Manager, select them and choose
“End Task” to eliminate any issues.
CAUTION​​: Do not create a new report of any kind if there is already a
report of the same name in the folder it will be saved. This will

crash the system. Also, clicking “Cancel” instead of “Save” when the
application

asks

you

to

save

the

document

will

crash

Always save it, then delete later if you don’t need it.

the

system.



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