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When using the Education Tracking feature, there are several screens that need to be configured. Some of this information may already be completed, if it is used with other features in the system.
Click on the link in the grid below to open a page with more information on the required initial set up.
Authorization roles can be created to customize the feature access for users. These can be replicated and modified from Standard roles, or newly created. |
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Organization Unit |
Roles can be assigned at the organization unit level to grant access to the Education Tracking feature to all Primary Home employees. Parameter settings determine the minimum/maximum number of days in advance of a class that employees are allowed to enroll. |
Configuration screen to lists the classrooms where education tracking classes may be held. Default classrooms are set up for a course/competency, but may be changed when scheduling a related class. |
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Configuration screen to create classifications to filter the resource list. |
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Configuration screen to list the resources required for classes, such as equipment, props, refreshments, etc. |
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Employees are identified as Instructors in the Employee record, Classification tab. These employee names are then available when selecting instructors for course/competency defaults or for a class. |
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Identifies computer based training classes. This screen must be set up before the courses/competencies, so that they can be identified as being able to be taken as CBT's. |
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Configuration screen to set up groups used for auto-generated reports in the Education Tracking system. |
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Configuration screen used for grouping courses and competencies with similar assignments areas or expiration periods. Categories can also be used when employees can choose courses/ competencies from a Pool of eligible requirements. |
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Configuration screen used to create classifications to filter the course/competency list. |
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Configuration screen to set up the courses and competencies that are used to track the education requirements of employees. These course/competency records are used to create the classes for employees to enroll in to meet their education requirements. |
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Configuration screen to establish the relationship between the required courses/competencies and/or categories with the requirement needs by the employees' organization unit, job class, or position. |
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The education requirements for an individual employee can be directly set up in their employee record. These requirements are in addition to any requirements assigned indirectly to the employee via the job classes, positions and/or organization units associated with any of the employees' labor distributions (Primary Home, Alternate, or Alternate Home). |
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Licenses can be automatically generated when employees complete certain course and/or competency requirements. For example, an employee CPR license can be renewed after an employee completes the BLS refresher course and competency classes. |
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This screen is used to create and store transaction status options to be assigned to employees attending education tracking classes. These status options determine whether the employee passed the class, so that the course education requirement is satisfied. |
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This screen is used to create and store transaction status options to be assigned to employees attending education tracking classes |
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Create or update selection styles to validate the employees education compliance by including the Education Requirements qualification rule. |
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The system can send notifications when certain events take place that are related to the education tracking feature, for example, a change in requirements due to new position, updates to a scheduled class, etc. |
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The Home page can be customized to include the My Expiring Education Requirements card, which lists all expiring and missing education requirements. |
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Classes are set up in the Class screen, so that employees can enroll in the classes to meet their education requirements. |
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Class Groups can be created where employees must enroll in all the classes in the class group. |