Training Management

User Story

User Story #1 : As a HSE Head, I would like to create safety training plan for my whole team, have them trained and then evaluate the outcome of their training.

User Story #2 : As Location Head /HR , I would have to make sure all new employees are given induction training.

What am I doing now ?

I would have to create documents / content of the training, send employees links to these content and manually track progress of each employee.

App Capabilities

Create a Library of Courses on which employees would be trained
Create Training Plan and assign plans by employee’s job role or group
Integrate with a Training Content Provider to get latest courses on safety and other topics
Evaluate progress of each training with couple of clicks
Set Alerts and Reminders for tasks to make sure the deadlines are met.

Niche Features

Certificate of Completion of courses
Pause and Resume session on demand
Mass update training sessions outcome

Walkthroughs:

Completing a Training Session (External Content)

Once you are homepage, you can click on the “Learning Management” module shortcut
You will land on to your training session , this will have list of all the sessions which are scheduled for you.
Search for the course you want to complete and then click on the “Launch” link to open it.
This will open up the course in a new tab, click on the run link
Course will be launched in content providers site, once the training materials are read through and exam is passed, the course shall be marked as Complete.
Click on “Send Certificate” to download the certificate.

Updating outcome of Offline Training Session

If you choose ProcessMAP’s solution to keep track of all the sessions assigned to various employees, then you can update the outcome of each session.

Click on the Module > Training Management > Manage Sessions List
You will land on the list active training sessions for selected location
Click on the “Update” link of the session where you need to update the outcome
Update the Outcome from dropdown save the record.
You can fill the score field if necessary.

Tracking current progress of training by Employee or Course

Click on Modules > Training Management > Training Progress Summary
This screens lets you track training progress by employee or course.
Clicking on the number would redirect user to the list containing the matching training records.

Creating Courses

Click on Modules > Training Management > Course Catalog

2. Click on “New” button and fill out the form and save it.

Creating Training Sessions for Employees manually

Click on Modules > Training Management > Manage Sessions List. Make sure you are at a location where employee(s) are currently employed.
Fill out course, participants, dates etc. and save it.

3. This will create session(s) for employee, whose outcome can be later updated on completion.

Field Details and Configurability

Screen Name & Section Name	Field Order	Field Name	Description	Field Type	Configurability	Mandatory (Y/N)
General	1	Session ID	Session ID is unique and is autopopulated read only field. This helps the system differentiate between different types of sessions	Read only Text Field		Yes
	2	Session Name *	Name of the Session	Text Box		Yes
	3	Description *	Description of the Session	Text Box		Yes
	4	Location	The name of the location where the session would be held	Pick List
	5	Delivery Method	Method used for delivering this session	Drop Down
Details					Hide Training From And To Time
	6	Assign To Category	Allows users to select whether the training is to be assigned to Job function ,employees or Groups of Employees	DropDown
	7	Session Type	Type of session	Drop Down	Default by Plan only
	8	Course(s)*	Courses offered in the session	Pick List		Yes
	9	Pre-Requisite course			Can set default pre-requisite course
	10	Employee(s) *	Employees taking part of this session	Pick List		Yes
	11	Instructor	Person who will instruct in the session	Pick List
	12	Scheduled Training Start Date	Start Date and time of the training	Date Picker
	13	Certification Expiry Date	Defining training expiry date. "Training Expiry Date" Editable. Should be greater than than Start date /End Date/Completion date Retraining cycle
	14	Assigned By	Person initiating the training by assigning the session to Employees	Pick List
	15	Assigned Date	Date and Time of assignment	Date Picker
	16	Grace Period	Grace Period Days from Scheduled Training End Date	Text Box
	17	Duration*	Duration of the session	HH:MM		Yes
	18	Total Manpower Hours*	Total Manpower Hours used	HH:MM		Yes
	19	Total Manpower Hours(Instructors)	Total Manpower Hours used by instructors	HH:MM		Yes
	20	Notify Trainees and Instructors Immediately	if this is checked then trainees and instructors will get notifications immediately
	21	Autoschedule this session for newly added employee to this location
Frequency	22	Repeat Session	Session will be repeated if the option is selected as Yes	Drop Down
Frequency	23	Schedule Training End Date
Status	24	Status	Status of the Session	Drop Down

Module Stories