Education Tracking Card

The Education Tracking feature is used to establish and monitor the education/continuing education requirements for the employees. Courses and competencies are created, assigned to curriculums (either directly or via category assignments) which are in turn assigned as requirements for specific job classes, positions, or organization units. The elements used to create the comprehensibility records, the categories, and the curriculums are created with screens on this card.

• Education Requirements processing determines the required courses/competencies for employees, based on the curriculum requirements of their labor distribution assignments.

• Education Qualifications processing compares the employees' education requirements with the employees' completed education courses/competencies. This determines if the employee is currently compliant with all education requirements based on the employee's position, job class, and/or organization unit assignments.

Configuration of the Education Tracking System

1. Set up configuration screens in the Education Tracking card for Classrooms, Resource Classifications, Resources, CBTs, Report Groups, Categories, and Course/Competency Classification screens in the order listed on the Configuration Overview documentation.

2. In Employee > General > Classification, indicate employees who are qualified to be an instructor of one or more class.

3. Set up Courses/Competencies using the elements previously set up on the Configuration screens.

4. Assign the Courses/Competencies to Categories (or directly to Curriculums).

5. Assign the Categories to Curriculums.

6. Assign Curriculums requirements to employees via Organization Units, Job Classes, Positions, or directly to the employee.

7. Create Selection Styles that validate the employees' compliance with education requirements.

8. Assign Authorization Roles to allow employees access to the education tracking screens and to allow access to the users who will be maintaining the application. Create new roles if the standard roles do not meet the needs of the corporation.

9. Licenses can be set up to be automatically generated when the employee completes certain course/competency requirements.

10. Create Education Transaction Status codes and Education Attendance Status codes which are assigned to enrollees of a class. Standard codes come with the system, but additional codes can be added and assigned.

When setting up the system, some screens need to be set up before others, because the Code of a particular record may be required as a field value in another screen.

The recommended sequence of configuration is as follows:

1. Classroom

2. Resource Classification

3. Resource

4. CBT

5. Report Group

6. Category

7. Course/Competency Classification

8. Course/Competency

9. Curriculum

10. Class

11. Class Group

12. Education Attendance Status

13. Education Transaction Status

    Note  

    For more information on the set up required for Education Tracking, see Feature Configuration > Education Tracking Configuration.

In This Chapter Category Class Class Group Classroom Computer Based Training Course/Competency Course/Competency Classification Curriculum Education Attendance Status Education Transaction Status Report Group Resource Resource Classifications