INSTRUCTIONS: Updating Training Records
You and your team are busy - don't overcomplicate things
Overly complex training programs invariably collapse under administrative overload
TheWEQ training records are easy to update,
easy to track, and intuitive to understand
Step 1:
Employees use printouts of their Qualifications/Training Checklists (QCLs) to track their progress learning their jobs.
When an employee has prepared to demonstrate their knowledge or abilities for a line item, they initial under the "Employee" column.
Once the System/Subject Matter Expert (SME) validates the team member's knowledge and/or abilities, they initial the column marked "Verified By" and record the date.
CLICK ON IMAGES TO ENLARGE
Step 2:
The role of SME is assigned to team members based on their knowledge of the requirements and performance criteria for the job, system, or process and their ability to train others. They are your approved trainers.
SMEs can only see the QCLs they are authorized to update.
When they want to document training, they select the QCL they'd like to update.
Step 3:
You can update an individual or entire group's training progress easily and quickly.
Select the group or individuals.
The search function helps you find what you're looking for quickly.
Step 4:
The SME or an administrator updates the electronic record based on the submitted initialed QCL.
Simply click the boxes for any completed tasks.
If the entire group completed a requirement, like a class, select all with the box on left side.
Step 5:
Once you have selected the boxes for the individual(s) or group(s), simply click the Submit Button.
Step 6:
A pop-up will ask you to confirm your submission showing the date of completion.
Selecting 'Yes" confirms, Selecting "No" allows you to go back and make changes.
Step 7:
The table now shows previously completed tasks grayed out.
Individual progress is shown at the top of each column as percent complete.
