This page guides you through the creation and the management of periodic and ongoing staff training records.
These are the topics on this page
Introduction
Navigating the Employee Training Page
Additional Information
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 Staff Training Page
The following is an outline of the fields that comprise the Staff Training page:
Save: This button is used to create as well as save updates to an existing record.
Close: This button is used to close down the staff warning page.
Deactivate: This button is used to adjust the activity status of the staff training record.
Notes: This button provides access to the notes function. Notes can be retained against the training profile thereby tracking actions and communications.
Documents: This button provides access to the document function.
Delete: This button is used to delete the staff training record.
Employee Name: This is a drop down down field that by default lists the name of the employee to which the staff training record relates. The value listed within this field SHOULD NOT be altered.
Status: This is a drop down field that is used to list the current status assigned to the staff training record. The status assigned and in combination with the expiry date will generate an alert within the Dashboard, which will be used as the basis for alerting you to recurring qualifications and training that need to be reviewed.
The status types available include expired, completed, planned and in progress.Qualification: This is a drop down field that is used to list the qualification associated with the training record.
Completion Date: This field is used to list the date the employee completed the training. The date can be specified as free text or by using the calendar picker.
Expiry Date: This field is used to list the date the employee training will expire, employee will need to be re certified as compliant. The date can be specified as free text or by using the calendar picker.
Description: This field is used to list a narration of the training undertaken
Remarks: This field is used to list a narration of any additional comments applicable with the training undertaken
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: