Record a Worker's Training Plan

Ohio SACWIS is used to maintain a worker's training plan and the progress toward the goals outlined in the plan. The plan consists of one or more competency areas, which track skills in the Core, Specialized, Related, ODJFS, and Agency-Specific areas.

Access to training plans depends on your role:

• As a supervisor, you can create or update the training plans only for the workers who report to you.

• As an agency training administrator, you can create or update the training plans for workers within your own agency.

• As a State training administrator, you can create or update training plans for workers across the entire State.

When a worker leaves the agency, the system closes any open training plans. No updates may be made to a closed training plan.

To record a worker's training plan, complete the following steps:

1. From the Home screen, click the Administration tab.

2. Click the Training tab.

3. Click the Plans link in the light blue menu on the left. The Employee Search Criteria screen appears.

4. Enter the Employee ID number or other search criteria. The quickest way to locate the worker's record is to enter the Employee ID number. If you don't have that, you can search by the worker's name, education level, and so on.

5. Click the Search button. The workers who meet your criteria appear in the Employee Search Results area.

6. Click the Select link for the worker whose plan you want to update. The Training Plan History screen appears. It displays each annual plan that has been recorded.

7. Click the Edit link next to the training plan to update the details.

8. Click Add Training Plan to create a new plan. The Training Plan Details screen appears.

9. Complete the fields on this screen. You must complete at least these fields for a new plan:
   
   Name (for the plan)
   Start Date
   End Date
   Status

10. Click Apply to save the training plan. A training plan must be saved before you can add competencies to it.

11. Click Add Competencies to add a competency to the plan. The Competency Area Search screen appears.

12. Enter search criteria to locate the competency you want to add.

13. Click the Search button. The competencies that match your criteria appear in the Competency Area Search Results area.

14. Select the check box next to each competency you want to add to this plan.

15. Click the Select link. You are returned to the Training Plan Details screen, and the competencies you selected appear in the Competencies table.

16. Click the Save button. You are returned to the Training Plan History screen.