As you monitor the progress of a worker's training, you indicate the completion of each competency area listed in the training plan. The worker completes courses to gain proficiency in one or more competency areas.
When the worker completes the courses in all competency areas listed in a worker's training plan, the plan still remains open. The training plan for an active worker is closed manually. The system automatically closes a training plan, however, when a worker leaves the agency. No updates may be made to a closed training plan.
Record the completion of a training plan as follows:
From the Home screen, click the Administration tab.
Click the Training tab.
Click the Plans link in the light blue menu on the left. The Employee Search Criteria screen appears.
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.
Click the Search button. The workers who meet your criteria appear in the Employee Search Results area.
Click the Select link for the worker whose plan you to update. The Training Plan History screen appears. It displays each annual plan that has been recorded.
Click the Completion link next to the training plan. The Course Completion screen appears. It lists the competency areas that are a part of the plan.
Select the check box for the competency area(s) the worker completed.
Complete the fields in the Course Details area to describe the course that met the competencies you selected.
Click the Save button. You are returned to the Training Plan History screen. The course record you added appears under the plan with a Record link.