Training Management with TrackWise Adam Rona Manager, Professional Services Sparta Systems Tamir Podhurst Implementation Team Leader Sparta Systems
Agenda Why TrainingManagement in an EQMS? Training Manager Principals Training Manager New Enhancements Implementation Best Practices Training Reports
Training in a QMS Environment
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
Training Management in TrackWise Enterprise TrackWise QMS Training Management CAPA / Actions Change Controls Training Records People Integration & Manual Process
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
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)
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
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
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
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
Enhancements
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
Stratification of Admin and Manager Permissions
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
Employee Search for Force Training
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
Force Training Type and Comments
Improved Curriculum searching Table driven searching Control number of results
Curriculum/Requirement Deletion Verification
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.
MultipleEmployeeRecords Warning
Implementation Approaches 23
Simple Approach Employee Read and Training i with ih Understand Assessment Training without Assessment
Advanced Approach Class Room Training Employee Document Revision Training with Assessment Read and Understand
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.
Reports
Skill Matrix Report
Overdue Training By Manager
Overdue Training By Month
Overdue By MonthDrill Down
Employee Training Report
Upcoming Trainings Quality, Powered by TrackWise
Questions? Thank You