This page guides you through the creation and the management of periodic and ongoing staff training records.
Introduction
Staff training records are managed through the employee profile. Selecting the Training tile located within the left menu panel will provide you with access to the Staff Training record function.
Navigating the Employee Training Page
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The following is an outline of the fields that comprise the Staff Training page:
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Additional Information
For additional information on establishing qualifications that will be used when registering the profile of the training record refer to the topic Qualifications.
Creating a Training Record
To create a training record observe the following steps:
Select the Employees>Employees sub-menu to open the User List page into the browser.
Search for the Employee record from within the User list.
Highlight the Employee record to be edited.
Either click on the edit button or double click on the Employee record to open it within the Employee page within the browser.
Click the Training tile located within the left menu bar, to open the staff Training list.
Click the
button within the ribbon bar to open a blank staff training page within the browser.Within the status field select the applicable status value from the drop down list
Within the Qualification field select from the drop down list the appropriate qualification that the training record will be identified with.
To review, search for, edit or add a new qualification record utilise the icons located to the bottom right of the drop down list
If you find that the required position record is not listed then a new qualification can be added by selecting
icon located at the bottom right of the list to open the New Qualification record page. Input the Qualification code and description and save the record. Close the record and refresh the value list.Although a data entry optional field, the completion Date field can be used to specify the date that the staff member was certified or completed training. Please observe that this field is data optional. The date can be specified as free text or by using the calendar picker.
Although a data entry optional field , the expiry Date field can be used to specify the date that the certification or training will expire. Where a field value is specified it can be used to initiate an alert when a staff member needs to re qualify. The date can be specified as free text or by using the calendar picker.
Within the description field input a narration of the purpose or the elements that comprise the training.
Example manual handling, using slide sheet, hoist..Although a data entry optional field, you can input a narration into the remarks field.
Click the SAVE button to create the record.
Click the CLOSE button to exit back to the Staff Training List.
Editing a Training record
To edit a training record observe the following steps:
Observe the steps 1 - 5 outlined under the topic Creating a Staff Training record.
From the record listing, highlight the Training record that is to be edited.
Either click on the edit button or double click on the Staff Training record to open it within the browser
Edit the Staff Training record.
Edits to the record can include as follows:✴
Registering a note through the Notes Panel.
✴Uploading a document related with the Warning.
✴Revision to the Expiry Date.
✴Updating the training status.
✴Assignment of additional information into the Description or Remarks field(s).Click the SAVE button to update the record.
Click the CLOSE button to exit back to the Staff Training List.
Changing the Activity status of a Training record
To edit the activity status of a Staff Training record observe the following steps:
Observe the steps 1 -3 outlined under the topic Editing a Staff Training record.
To deactivate the Training record click the Deactivate button
To activate the Training record observe the step 1 above and select the Activate button.
Once done, you can exit back to the Record List.
Deleting a Training record
Although not recommended, and you are referred to the notes on record deactivation, to delete a Training record observe the following steps:
Observe the steps 1 - 5 outlined under the topic Creating a Training record.
From the record listing, highlight the Staff Training record that is to be deleted.
Select the "Delete Button" in the upper right portion of the window.
Select the OK button to confirm the deletion of the selected record.
Dashboard Alerts
Within the dashboard the alerts panel provides details of the training records that have either have expired or are coming due for expiry. Listing a training record as an alert is determined by the presence of an expiry date, please observe that this date is an option data input on the record profile.
Training records reflected in red provide a visual alert that the training record has expired and that an action is immediately required, whereas training records in blue provide a visual alert that the training record is coming due for expiry and an action must be undertaken.
