Training Management Overview
Understand the purpose and key components of Training Management, including Training Records, Competencies, Occupation Requirements, and the Training Matrix.
Training Management Overview
The Training Management features in myosh are designed to help you effectively track and manage training and competencies for both employees and contractors. This ensures that individuals have the necessary skills and qualifications for their roles and that compliance requirements are met.
Key Components:
- Training Records Module: This is the core area for logging and managing all training activities. It allows you to maintain a history of completed courses, schedule renewals, and oversee the entire lifecycle of training records. You'll primarily use specific forms for:
- Internal employees ("Training Record" form)
- External contractors ("Contractor Training Record" form)
- Competencies: These represent specific skills, qualifications, licenses, or courses (e.g., First Aid Certificate, Forklift License, Site Induction).
- Occupation Requirements: This feature links specific Competencies to job roles (Occupations). It defines which training is mandatory or desirable for each occupation, and can also specify requirements based on location or department (Hierarchy levels).
- Occupations: Job roles defined in the system. Assigning an Occupation to a user is essential for the system to identify their specific training needs based on Occupation Requirements.
- Training Matrix: A powerful tool (often accessed via Training Records) that provides a visual dashboard of training compliance. It shows who needs what training, their current status, and upcoming expiries, based on the defined Competencies and Occupation Requirements.
- Online Learning Integration: The system can integrate with online learning platforms, allowing for course assignments, progress tracking, and automatic updates to Training Records upon course completion.
Why Use Training Management?
- Ensure personnel are qualified for their tasks.
- Maintain compliance with industry standards and legal requirements.
- Proactively manage training renewals and expiries.
- Identify skills gaps and plan future training.
- Provide a clear audit trail of all training activities.
Getting Started:
For effective use, an Administrator typically needs to perform initial setup of Competencies, Occupations, and Occupation Requirements. Please refer to the Administration category help documents for details. Once this foundation is in place, users can efficiently manage individual training records and utilize the Training Matrix for oversight.
This series of help documents will guide you through using the Training Records module and leveraging tools like the Training Matrix.
Version: 1
Take 5 Workflow and Notifications
Overview of the Take 5 process flow (Draft, Review, Complete) and automated email notifications.
Creating and Managing Training Records
Learn how to log new training records for employees and contractors, update existing records, and understand the record lifecycle and automated notifications.