Penalties

Tracking Penalties in TradeSchool

There are three different ways to track Penalties in TradeSchool: Penalty Hours, Penalty Days, or a general penalty Count.

Penalty Hours

Penalty Hours are added directly to Work Report records. They subtract from the Monthly Total of the work report that you’ve added Penalty Hours to. Click here for instructions on how to add Penalty Hours into a Work Report.

You can view a list of Penalty Hours for each Work Report under:

• Advancement > Hours Penalties tab

Note: This list shows Work Reports that have Penalty Hours entered.

Penalty Days

Configure the Penalty Day Settings

Penalty Days are automatically accrued on a Work Report depending on how many days late the report was received.

To configure:

1. Go to the Settings Module
2. Navigate to Apprentices > Work Hours
3. Select a program, then click the Settings tab
4. Specify the Due Date and Penalty Days for Each Day Late

Viewing and Managing Penalty Days

Penalty Days can be viewed in multiple locations:

• Hours > Penalties tab – shows Penalty Hours, Days, and the Applied checkbox
• Advancement > Hour Penalties tab – summary of totals

Applied Checkbox: Checking this box marks the Penalty Days for that work report as applied. They will then subtract from the total at the bottom.

Penalty Count

If Penalty Hours or Penalty Days don’t fit your training center’s needs, you can use the more flexible Penalty Count option.

Navigate to: Advancements > Status > Test-Penalties > Penalties tab.

Here, you can manually add a penalty record with a penalty Count. The totals will appear in:

• General Penalties box on the right
• Summary total at the bottom

Applied Checkbox: Checking this box will subtract the Count from that record from the General Penalties total.

This method is best for manually adding penalties with room for extra details like Date and Notes.

Batch Adding Penalties

You can use Batch Add Penalty to add the same penalty to multiple apprentices at once.

First, create a found set in the Apprentices Module containing the apprentices you want to add the penalty to.

Navigate to:

Advancements > Status > Test-Penalties > Penalties

Select Batch Add Penalty at the bottom of the screen.

Enter the information for the penalty:

• Date: Enter the date of the penalty.
• Note: Enter a description or note explaining the penalty.
• Count: Enter the penalty count that should be added to each apprentice.

Select Add to continue.

A new penalty record with the information entered will be added to each apprentice in your current found set.

Batch Applying Penalties

Use Batch Apply Penalty when you want to mark existing penalty records as Applied for multiple apprentices at once.

First, create a found set containing the apprentices whose penalties you want to apply.

Navigate to:

Advancements > Status > Test-Penalties > Penalties

Select Batch Apply Penalty at the bottom of the screen.

TradeSchool will ask you to confirm that you want to apply the penalties for the apprentices in your current found set.

Select Apply to continue.

TradeSchool will mark the applicable penalty records as Applied for those apprentices and automatically set the Applied Date to the current date. Once a penalty is applied, its Count is subtracted from the apprentice’s General Penalties total.