Training

The Training module manages courses, scheduled classes, and staff training assignments. It supports creating training courses (with optional certification), scheduling classes at specific locations with internal or external faculty, and allocating staff to training sessions.

Training Workflow Overview

Courses Offered

The Training main page displays a grid of all training courses defined in the system.

Course Grid Columns

Row Actions

Adding a New Course

1. Click the Add + button at the bottom of the courses grid
2. Enter the course Description (name)
3. Enter a Course Code (short identifier)
4. Set Is certificate? to YES if the course awards a certificate upon completion
5. Add any Notes describing the course content
6. Click Save

Schedule Class

The Schedule Class page allows you to create training sessions for a specific course, define associated skills, and manage the class schedule.

Page Sections

Section 1: Course Details

Displays the selected course's Code, Description, and Certificate status (read-only).

Section 2: Skills

Define skills that are taught/assessed in this course. Click Add + to add skills. Skills link to the employee Skills master and can be used for match scoring in allocation.

Section 3: Schedule Class

List of all scheduled training sessions for this course.

Adding a Scheduled Class

1. On the Schedule Class page, click Add + in the Schedule Class section
2. Select the Location where the training will be held
3. Set the From and To dates
4. Enter the Faculty name
5. Set Is external faculty? (Yes/No)
6. Click Save

Allot Staff for Training

After scheduling a class, you can allocate specific employees to attend the training session.

Page Sections

Section 1: Course Schedule

Shows the training class details: Course, From, To, Location, Faculty (read-only).

Section 2: Staff Allocated For Above Schedule

Lists employees already enrolled in this training class:

Each allocated staff row has action buttons to update their course status (completed, in progress, or remove from training).

Section 3: Allocate Staff For Training

Shows a searchable list of all available staff who can be allocated to this training:

1. Use the Search textbox to find specific employees
2. Select employees using the checkboxes in the Select column
3. The button shows the count of selected items (e.g., "0 selected items")
4. Click Allocate Staff to enroll the selected employees

The available staff grid shows: Name, Department, Designation, and Cadre for each employee.

Common Workflows

Workflow: Setting Up and Running a Training Program

1. Create the course — Add a new course with description, code, and certificate flag
2. Define skills — Add the skills taught in this course (optional, but useful for skill tracking)
3. Schedule a class — Set location, dates, and faculty for the training session
4. Allot staff — Search for and select employees to enroll in the class
5. Conduct training — Hold the training at the scheduled location and dates
6. Update status — Mark each employee's course status (Completed, No Show, etc.)
7. Certificate issued — If the course has a certificate, issue certificates to employees who completed the training

Best Practices

• Use certification courses for compliance — Mark courses as certificate courses when regulatory or safety compliance requires documented proof of training
• Link skills to courses — Adding skills to courses enables the allocation Match Score to factor in training when assigning staff to jobs
• Schedule classes well in advance — Give enough lead time for staff to be allocated and logistics to be arranged
• Track completion status promptly — Update course status for each employee immediately after the training to maintain accurate records
• Use external faculty flag — Distinguish between internal and external trainers for cost tracking and planning