Training Management with TrackWise

Transcription

1 Training Management with TrackWise Adam Rona Manager, Professional Services Sparta Systems Tamir Podhurst Implementation Team Leader Sparta Systems

2 Agenda Why TrainingManagement in an EQMS? Training Manager Principals Training Manager New Enhancements Implementation Best Practices Training Reports

3 Training in a QMS Environment

4 Why Manage Training in EQMS? Integration Re training requirements may be initiated directly from CAPA & change control records Visibility Access to corporate wide information via a centralized database and single user interface Automation Training tasks are automatically scheduled and created employee record Flexibility Manage and track any type of training process in one system Scalability Flexible enough to support organization complexities in a global environment Powerful enough to support thousands of users

5 Training Management in TrackWise Enterprise TrackWise QMS Training Management CAPA / Actions Change Controls Training Records People Integration & Manual Process

6 Whatis TrackWise Training Manager? Incremental functionality added to TeamAccess: Part of core software, not a Module Leverages existing TrackWise architecture like parent/child relationships, lti reference record, workflow, dashboards, d etc. Extends business rules for a robust training management process. Logically integrates to change management and / or CAPA processes Can be incrementally added to existing TrackWise instances

7 Training Manager Relationships Employee Curriculums Parent/Child or Ref. Record Curriculum Requirement 1 Training Record DescriptionD i i Requirement 2 SOP Number Due date Requirement Template Description SOP Number Schedule Workflow (Training Type)

8 Training Management & Change Control TrackWise Projects and Relationships Deviation/ Incident Employee Investigation Task CAPA CAPA Annual Quality Training Read Understand SOP Training Self Training Process/Doc Change Control

9 Training Manager: Functionality Overview Employee Record Roles Setof Selection fields can be used on the Employee record, even dependencies E.g.: Employee Department (Parent) and Employee Job Position (Child) are in a dependent relationship Employee Job Position will drive the creation of Training Records Additional sets of selection fields can be used, in conjunction with Employee Job Position to create additional Training Records E.g.: Additional Training Requirements multi selection field Parent Dependent field Employee Department Child Dependent field Employee Job Position Additional multi selection field to create more Training Records

10 Training Manager: Functionality Overview (cont.) How Often Training should repeat (Years or Days) A Schedule can be relative to Last Time Training was completed or a Date/Date Time field on the Employee Record (e.g., Birth Date, Hire Date, etc.) If selected, creates the Training Record immediately Creates Training Record before they are due Observe CC process. Skip training if trained within X days

11 Training Manager: Functionality Overview (cont.) Training Curriculum Configuration Curriculums are mapped to Employee Title Fields Employee Title Fields are listed here. Employee Title Fields can be a Selection and/or Multi Selection Field For the selected Title Field, its values are displayed Note: The values can also be part of a dependency Mapped curriculums for the selected Title Field and Title Field value

12 Enhancements

13 Stratification of Admin and Manager Permissions Separating permissions of admin and manager roles to further refine the roles of administrators and managers to three levels. Force trainers Requirement q and curriculums Training manager configuration

14 Stratification of Admin and Manager Permissions

15 Employee Search for Force Training Adding a robust employee search capability to the forced training to provide a more efficient, easy to use way for users to select employees for force training. Search system and UDFs Sortable columns Select all

16 Employee Search for Force Training

17 Force Training Type and Comments Enabling users to specify why they are triggering a force training and to specify what type of force training is being triggered via a configured dropdown list. Control if the feature is activated Configurable comment field text and selection Comment and classification shows on training record g and Audit Trail

18 Force Training Type and Comments

19 Improved Curriculum searching Table driven searching Control number of results

20 Curriculum/Requirement Deletion Verification

21 MultipleEmployeeRecords Warning The system will warn users if they are creating an employee record that could be a duplication based on person name, and giving the user the ability to opt out of creating the new record.

22 MultipleEmployeeRecords Warning

23 Implementation Approaches 23

24 Simple Approach Employee Read and Training i with ih Understand Assessment Training without Assessment

25 Advanced Approach Class Room Training Employee Document Revision Training with Assessment Read and Understand

26 Implementing with Sequencing Theoretical training should be completed before hands on training is initiated. Employee 1. Two training records can be created based on one template. 2. TrackWise Coordinator captures the hands on training and moves Hands on Theoretical it to a Pending State. Training Training The Pending State can be Locked 3. Once the theoretical training is completed the hands on training moves back to the original State.

27 Reports

28 Skill Matrix Report

29 Overdue Training By Manager

30 Overdue Training By Month

31 Overdue By MonthDrill Down

32 Employee Training Report

33 Upcoming Trainings Quality, Powered by TrackWise

34 Questions? Thank You