A Manager or Supervisor can use the search menu in their Portal to check what training and qualifications need to be dealt with. Go to 'Training for which I am Manager' to see the employees and courses and documents which they are awaiting training in.

You can open the employees training topics directly from the Portal view or from within the Training & Qualification module. Once opened you will see status buttons 'Completed and waived'. Once you are satisfied the employee has completed the training then you can click the button to complete.  If for whatever reason the employee does not need to take this particular training you can click the 'Waived' option.

Enter the date of satisfactory completion of the course and click the Chevron.

Now that the course has been completed you are able to verify whether it is Effective or Ineffective.

Enter a reason stating why this choice was made and chevron to accept

Another option available may be to expire this training.  For example perhaps this employee no longer requires it or perhaps the equipment or process has been removed.

Once all required courses or documents have been completed - Effective the employee will be shown as fully qualified.

At any time you can go to the 'Manage Trainee Qualification Definitions' section and make additions to the employees record and effectively bring in more courses and/or documents.  This action would once again put the employees status back to unqualified.

If, when an employee is fully qualified a change is subsequently made to one of the documents they have in their required training, their qualification status will automatically be changed by the system to 'Not Fully Qualified again. This status may not be updated immediately so be patient and hit the 'Reload' button to force it if required. Otherwise it may take a few minutes or require you to logout and log in since the document was modified and reapproved.

If a document requires Training Effectivess then this will be reflected in the records once it is published to an employees profile and requires qualification

Instead of 'Completed - Effective' the option is now 'Completed - Provisional'. This is because this document training now requires an effectiveness review.

THIS IS THE END OF QUALIFYING EMPLOYEES TRAINING