Add Trainings

From Osi

Contents 1 Schedule a Training Course 1.1 Troubleshooting 2 Evaluate Training Course Competencies 2.1 Troubleshooting

Schedule a Training Course

If an employee is going to take a training course, or the employee has completed a course and needs to be evaluated, schedule the training course for the employee. The Training Manager, as well as HR Staff, can schedule training courses.

1. In the person's record, click Training Courses in the side menu to jump to the "Training Courses" section of the record.
2. Click Add Training Course.
3. Under Instance, click Select Value and use the drop down menu to select the training course and date you would like to schedule.
4. Enter the Request Date, the date the employee was requested to attend the course (today's date is entered by default).
5. Under Requested By, select the person or group who requested that the employee take the training course.
6. Enter any Notes about the course request or scheduling.
7. Select whether the course is a Retraining for the employee.
8. Select whether the employee has Completed the course.
9. Select the Evaluation result.
10. Click Confirm and confirm that the information entered is correct. If it is not correct, click Edit to change it. If it is, click Save to save it.

Troubleshooting

This option is not available.

Make certain that the In-service Training Management Module has been enabled (see Enable the In-Service Training Management Module). Only the System Administrator can turn on the module.

An error message appears when Confirm is clicked.

Make certain that all fields have been completed. Required fields are outlined in red. Fill in the missing information and try saving again. If you do not want to schedule the training course after all, click Return (do not save changes).

The correct training course is not available for selection.

The training course must be added to the system by a Training Manager or HR Manager (see Add a Training Course). At least one class must be scheduled for the training course as well (see Schedule a Course).

The requestor is not available for selection.

The requestor must be added to the system by a Training Manager or HR Manager (see Add Requestors of a Training Course).

The correct evaluation is not available for selection.

The evaluation must be added to the system by a Training Manager or HR Manager (see Add an Evaluation of a Training Course).

Evaluate Training Course Competencies

A training course may have competencies associated with it. If so, when an employee completes the training course, the Training Manager or HR Staff may evaluate the employee for the associated competencies. The evaluated competencies are then added to the list of the employee's qualifications.

1. In the person's record, click Training Courses in the side menu to jump to the "Training Courses" section of the record.
2. Beside the course's name, click Course Competency Evaluations.
3. Under each competency associated with the training course, select the Evaluation result.
4. Select the Last Evaluated Date (today's date is entered by default).
5. Click Confirm and confirm that the information entered is correct. If it is not correct, click Edit to change it. If it is, click Save to save it.

Troubleshooting

This option is not available.

Make certain that the In-service Training Management Module has been enabled (see Enable the In-Service Training Management Module). Only the System Administrator can turn on the module.

An error message appears when Confirm is clicked.

Make certain that all fields have been completed. Required fields are outlined in red. Fill in the missing information and try saving again. If you do not want to evaluate the competency after all, click Return (do not save changes).

The correct competency does not appear for the training course.

The HR Manager or Training Manager must associate the competency with the training course (see Add a Training Course).

The correct evaluation is not available for selection.

The evaluation must be added to the system by an HR Manager (see Add a Competency Evaluation).