How to schedule a training requirement

What is a training requirement in LOGIQC?

The purpose of the Training register is to ensure staff maintain the required competencies to perform their role. 

The Training register allows organisations to:

  • Schedule training for staff and others
  • Upload and store related certificates and other records

Adding a training requirement

  1. Click on registers and select Training
  2. Click add
  3. Complete the required fields
  4. Click Save or Save as draft

Field descriptions

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Person/s to be trained

Training can be scheduled for staff (users in the Staff Contacts tab in Contacts) or business contacts (individuals and companies in the Business Contacts tab in Contacts) or business contacts.

If ‘staff’ is selected above, the Allocation option will display.

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Allocation

Allocate training item to a person or position

Position: Selecting ‘position’ means that the training task will apply to whoever is in the position.

Person: Selecting ‘person’ means that when a person moves to another position their training task will go with them.

Note: when a user is made inactive by the system administrator, future tasks allocated to ‘person’ will be terminated

Training participant

Select the name and click add. 

If you select and add more than one name for the training event, LOGIQC will create a set of licensing tasks for different people with the details specified in the initial form.

If the training participant is not the Action Officer check this box and select who will be the action officer. 

If 'Other' is selected, select the training participant from the drop down menu and select the Action officer.

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Pre-set training options:

Select the name of the training event from the list. If the item you require is not is the drop down menu you can enter the name of the requirement in the New event name field. The items in the drop down menu are set by your system administrator.

New training options:

If the training type is not in the Pre-set training options, the title can be added here

Complete only one of the two above fields.

Start & End date and time

If the details of the training event are known, they can be noted here. This field can be updated or completed at any time in the future prior to the event being closed off.

Instructions

List the instructions for what the person should do at the time e.g. attend/book training, send certificate to HR. See sample instructions in the resources sections of this help desk.

Related work area

Select the work area of the training task most relates to.

Meeting to monitor task

Select the staff team meeting that is responsible for ensuring the task gets done.

Approval officer

Select the staff member has the authority to approve the task once complete. Only people with approving officer system permissions are able to approve items.

Training Resource

Click ‘Choose file’ to upload a training resource that relates to the training task. This field is optional.

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Action days

Enter the number of days before the training event that the system send a reminder to the action officer.

Approval days

Enter the number of days after the training event that the Approving Officer has to approve and close the item.

Click on edit schedule.

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Recurrence pattern & Recurrence range

Select the relevant recurrence pattern. Tip: for a 6-monthly training check, select monthly and enter ‘6’ for every six months.

In ‘initial training check date’ select the date that the first training task should be actioned by.

Tip: It should be the same as the date set in the recurrence pattern.

Select OK once you have filled in the schedule information

Saving the training requirement

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Note: If the 'Draft forms' feature is activated in your system you will have a 'Save as draft' option. Selecting this option will place the item in the Draft tab and an action to complete the task will not be created. Action or Approval officers cannot be assigned if saving the form as a draft.

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