Audit Training Manual

eCASE Audit Training Overview

The eCASE Audit Training module allows customers to assign, track, and report employee trainings throughout the year. Training Managers and/or Coordinators can add courses to the Course Catalog and assign them to users. When a user completes a training, they submit to the Training Manager and/or Coordinator for approval.  

The general workflow for eCASE Training is as follows:

1. Create a course.

2. Assign the course to a user.  

3. The user completes the assigned course(s).  

4. Authorized users review the user submitted training information, and approve or decline the course activity. If the course activity was declined, the user is prompted to complete the course again.

Training Interface

When you first open eCASE Audit Training, the module appears as shown below:

There are a few key areas to note. The (A) Launch Pad with navigation options, the (B) search bar, and the (C) dashboard that displays relevant course status information.  

Setting Up eCASE Audit Training

To get started with eCASE Audit Training, you’ll need to:

1. Add the Training module to each user profile

2. Set Training group permissions

3. Assign users to Training groups

4. Set up Training choice lists

Each of these steps is documented in the following subsections.

Add the Training Module to User Profiles

For users to see the Training module listed in their eCASE Applications, Administrators will need to add Training to each user profile.

1. Navigate to Settings > Users.

2. Click Search to pull up the full user list.

3. Select a user, then click User Applications.

4. Click Select Application, choose Training from the drop-down menu, then click Add.

5. Repeat for each user you’d like to include in the Training module.

Set Training Group Permissions

Once the Training module has been added to a user’s profile, the next step is to configure their group permissions.  

There are three training-related user groups: Training Coordinator, Training Managers, and Training Users. You can set specific permissions for each group.

To set training group permissions:

1. Navigate to Settings > Applications.

2. Select Training, then open the Actions drop-down menu and select Permissions.

3. Click Grant Permissions.

4. The Application Permissions window opens. Click the Address Book icon.

5. Select the (A) checkbox next to the group(s) you’d like to add, then click (B) Select.

6. The selected group name(s) will appear in the (A) User/Group field. Select the (B) checkboxes for each permission you’d like (or click (C) Select All at the top). When you’re finished, click (D) Apply Permissions.

Assign Users to Training Groups

The next step is to assign each user to one of the groups you set in the previous section.

1. Navigate to Settings > User Groups.

2. Select a group from the list, then click Users.

3. Click Add User.

4. Click the Address Book icon. Select the (A) checkbox next to the group(s) you’d like to add, then click (B) Select.

5. Confirm that the user has been added in the (A) User field and click (B) Add.

6. Repeat for each Training group.

Set Up Training Choice Lists

There are several customizable choice lists within the Training Module related to course creation, assignment, and submission. Determine how you would like to categorize your Training courses, then update choice lists via Settings > Choice Lists.

Once you set up users, permissions, and choice lists, visit the following tabs via Main Menu > View to take various actions:

1. Course Catalog: View and manage current courses and add new courses. When you assign a course to a user, you’ll choose from your Course Catalog.

2. Course Assignment: Assign a from your Course Catalog to one or more users at a time.

3. Course Approval: Approve or decline users’ completed courses.

4. My Training List: View your own assigned and completed trainings.

5. Bulk Operation: Approve users’ completed courses in bulk.

6. Submit Course: Submit an already completed course for an individual user.

Using eCASE Audit Training

This section covers the lifecycle of a course, from creation through user completion and approval.  

Create a Course  

Users with the appropriate permission can add a new course to the Course Catalog. To create a Course:  

1. From the Launch Pad, navigate to Main Menu > View > Course Catalog.

2. The Course Catalog screen appears. Click Add Training Course.  

3. The Add Training Course screen appears. Complete all required fields and ensure that the Active checkbox is checked. Then, click Add.

NOTE: The Period (Months) is the timeframe after which the course must be retaken by the user. Enter zero in this field if the course is only required to be taken once.  

The course is now added to the Course Catalog and can be assigned to users.

Request to Add a Training Course

Not all users can submit a course directly to the catalog. Instead, they can submit a request to add a course to the catalog. To submit a request to create a Training Course:  

1. From the Launch Pad, navigate to Main Menu > View > Course Catalog.

2. The Course Catalog screen appears. Click Request to Add Training Course.  

3. The Request to Add Training Course screen appears. Complete all required fields, then click Send Email. The request is sent to an authorized user, who reviews the content and creates the course, if acceptable.

Assign a Course

After a course has been created, it can be assigned to the user(s) who require it. To assign a course to a user:  

1. From the Launch Pad, navigate to Main Menu > View > Course Assignment.

2. The Course Assignments screen appears. Click Add New Course Assignment.  

3. The Add/Edit Course Assignment page displays. Complete all required & relevant fields, then click Save Course Assignment.

The screen refreshes and displays the updated course assignments list. The assigned user receives an email indicating that a course has been assigned to them.  

Course Completion

Once you’ve completed a course assigned to you, complete the course by following these steps:  

1. From the Launch Pad, navigate to Main Menu > View > My Training List. The Folders List screen appears.

2. Select the course from the list of assignments, then click Open.  

3. Locate the appropriate course entry within the list. Click the Complete button within the line item.

4. The Add Completed Course screen displays. Fill out the required and relevant fields, then click Complete.

The course completion is now submitted for approval.  

Course Approval

After a course has been completed, it must be reviewed by an authorized user. To approve/decline a completed course:  

1. From the Launch Pad, navigate to Main Menu > View > Course Approval. The Approve window displays a list of courses ready for approval.

NOTE: You can click View Logs to see metadata regarding the course completion.

2. Select the (A) checkbox next to the course you’d like to review. Then, click the appropriate button to (B) delete the course assignment, approve, or decline the course completion.