CONTENTS: • CREATING A TRAINING ROLE • ASSIGNING TRAINING ROLES TO EMPLOYEES • ATTACHING COURSES TO A TRAINING ROLE • EDITING TRAINING ROLES • CHECKING AN EMPLOYEE’S TRAINING COMPLIANCE
OVERVIEW:
To ensure that each employee receives the training they need, Training Roles are created for each type of employee. For example, all people with a Role of Maintenance Mechanic will be assigned a bundled set of Courses, and those with a Role of Welders will be assigned a different set of courses.
Supervisors typically create the Training Roles, and attach one or more courses to each Role. Each set of courses may consist of safety-related, skill/certification-related, and core company training requirements. Supervisors then assign each employee to one or more Training Roles.
The system is designed to consolidate all training information in one place for easy reference. At any time, a supervisor can track the training status of their employees, regarding upcoming, completed or missed Courses. For details on this, see the tutorial Check and Update Training Status Records.
CREATING A TRAINING ROLE
STEP 1
• Click Administrative Tools in the left menu
• In the Training Card, click the small Gear icon on the right to open Training Settings
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STEP 2
On the left, Training Roles will be selected by default. On the right is a current list of Training Roles.
A To create a new Training Role, click + Create New at top
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STEP 3
A Type in a Name for the new Role
The other fields are optional.
B Click Save at the bottom
ASSIGNING TRAINING ROLES TO EMPLOYEES
STEP 1
• On the Add Item page (above), In the Assign Personnel section, click on the Plus icon to bring up a Personnel List (alphabetized by last name)
A In that Personnel list (below), check the boxes next to the employees you want to assign to the new Training Role
B When done, click + Add Selected at the bottom, to assign the selected personnel to the Training Role
You will now see those names listed in the Assign Personnel section on the Add Item page.
ATTACHING COURSES TO A TRAINING ROLE
STEP 1
• On the Add Item page (above), In the Select Courses section, click on the Plus icon to bring up a list of available Courses
A In that Courses list, check the boxes next to the courses you want to attach to the new Training Role. Use the Search box if needed
B When done, click + Add Selected at the bottom, to attach the selected Courses to the Training Role
You will now see those Courses listed in the Select Courses section on the Add Item page.
• At the top of the Add Item page, click the green Save icon to save the new Training Role. You’re done.
EDITING TRAINING ROLES
To make changes to a Training Role:
• Click the small Gear/Settings icon in the Training card
• From the list of Training Roles, double-click the Role you want to edit
• To remove a Person or Course, click once on that item, then click on the round red Delete icon at top
• When done, click the green Save icon to save your changes
To eliminate a Training Role entirely:
• On the Training Setting page, with Training Roles selected, click once on the Role you want to eliminate
• Click the red Trash icon to delete it; then click Yes to Confirm