Training Management with TrackWise
Adam Rona Manager, Professional Services Sparta Systemsp y Tamir Podhurst Implementation Team Leaderp Sparta SystemsAgenda
Why Training Management in an EQMS?
Agenda
Why Training Management in an EQMS? Training Manager Principals
Training Manager New Enhancements Training Manager New Enhancements Implementation Best Practices
Training Reports Training Reports
Training in a QMS Environment
Training in a QMS Environment
Why Manage Training in EQMS?
IntegrationWhy Manage Training in EQMS?
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 systemManage and track any type of training process in one system
Scalability –
Flexible enough to support organization complexities in a global environment
Training Management in TrackWise Training Management in TrackWise Enterprise TrackWise QMS Training Management CAPA / Actions Training Change Controls Training Records People & Manual ProcessIntegration
What is TrackWise Training Manager? Incremental functionality added to TeamAccess: Part of What is TrackWise Training Manager? y core software, not a “Module” Leverages existing TrackWise architecture like parent/child l ti hi f d kfl d hb d t relationships, reference record, workflow, dashboards, etc. Extends business rules for a robust training management process. process. Logically integrates to change management and / or CAPA processes Can be incrementally added to existing TrackWise instances
Training Manager Relationships
Training Manager Relationships
Employee Curriculums Curriculum Parent/Child or Ref. Record Requirement 1 Training Record D i i Requirement 2 •Description •SOP Number •Due date Requirement Template •Description •SOP NumberSchedule Workflow (Training Type)Training Management & Change Control
Control
TrackWise Projects and Relationships
Deviation/ Incident Employee Investigation Task Ann al Read Annual Quality Training Understand SOP Training Self Training CAPA Process/Doc CAPA Change Control
Training Manager:
Functionality Overview
Employee Record ‐ Roles
Set of Selection fields can be used on the Employee record even dependencies
Functionality Overview Set of 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 Recordsp y g 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 fieldE.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.) 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 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
Enhancements
Stratification of Admin and Manager Permissions
Separating permissions of admin and manager roles to Permissions Separating permissions of admin and manager roles to further refine the roles of administrators and managers to three levels. Force trainers Requirement and curriculums q Training manager configuration
Stratification of Admin and Manager Permissions
Employee Search for Force Training
Adding a robust employee search capability to the 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 Employee Search for Force Training
Force Training Type and Comments
Enabling users to specify why they are triggering a 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 Force Training Type and Comments
Improved Curriculum searching
Table driven searching
Improved Curriculum searching
Table driven searching
Curriculum/Requirement Deletion Verification
Multiple Employee Records Warning
The system will warn users if they are creating an Multiple Employee Records 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.
Multiple Employee Records Warning Multiple Employee Records Warning
Implementation Approaches
Implementation Approaches
Simple Approach
Simple Approach
Employee R d d T i i i h Training Read and Understand Training with Assessment Training without AssessmentAdvanced Approach
Advanced Approach
Document Class Room Employee Document Revision Class Room Training Read and Understand Training with Assessment Understand AssessmentImplementing with Sequencing
Theoretical training should be
completed before hands on training is
Implementing with Sequencing
completed before hands on training is initiated. 1. Two training records can be Employee g created based on one template. 2. TrackWise Coordinator captures the hands on training and moves it to a “Pending” StateH d Th i l it to a Pending State.
The Pending State can be “Locked”
3 Once the theoretical training is
Hands on Training Theoretical Training 3. Once the theoretical training is completed the hands on training moves back to the original State.
