Education Tracking Card

The Education Tracking feature is used to establish and monitor the education/continuing education requirements for the employees. Courses and competencies are created, assigned to curriculums (either directly or via category assignments) which are in turn assigned as requirements for specific job classes, positions, or organization units. The elements used to create the course/competency records, the categories, and the curriculums are created with screens on this card.

• Education Requirements processing determines the required courses/competencies for employees, based on the curriculum requirements of their labor distribution assignments.
• Education Qualifications processing compares the employees' education requirements with the employees' completed education courses/competencies. This determines if the employee is currently compliant with all education requirements based on the employee's position, job class, and/or organization unit assignments.

Note: For more information, see Maintenance of the Education Tracking System.

Configuration of the Education Tracking System

1. Set up configuration screens in the Education Tracking card for Classrooms, Resource Classifications, Resources, CBTs, Report Groups, Categories, and Course/Competency Classification screens in the order listed on the Configuration Overview documentation.
2. In the Employee records>General screen>Classification tab, indicate employees who are qualified to be an instructor of one or more class.
3. Set up Courses/Competencies using the elements previously set up on the Configuration screens.
4. Assign the Courses/Competencies to Categories (or directly to Curriculums).
5. Assign the Categories to Curriculums.
6. Assign Curriculums requirements to employees via Organization Units, Job Classes, Positions, or directly to the employee.
7. Create Selection Styles that validate the employees' compliance with education requirements.
8. Assign Authorization Roles to allow employees access to the education tracking screens and to allow access to the users who will be maintaining the application. Create new roles if the standard roles do not meet the needs of the corporation. More About the Class Enrollment Policy

   Employees are able to access a Class Search screen if they are given a role with the policy for Class Enrollment. The Standard employee policy that grants this access is called ED Employee (Self Enroll). This also grants the employees access to the Actions section>Employee card>Class Enrollment screen.

   Non-standard roles can be given this policy, which is found under the Configuration section>System card>Roles screen. Click on the Authorization Control section button, then under the Actions Section>Employee Card>Class Enrollment, click on the Add button to add the policy.

   

9. Licenses can be set up to be automatically generated when the employee completes certain course/competency requirements.
10. Create Education Transaction Status codes and Education Attendance Status codes which are assigned to enrollees of a class. Standard codes come with the system, but additional codes can be added and assigned.

When setting up the system, some screens need to be set up before others, because the Code of a particular record may be required as a field value in another screen.

The recommended sequence of configuration is as follows:

1. Classroom
2. Resource Classification
3. Resource
4. CBT
5. Report Group
6. Category
7. Course/Competency Classification
8. Course/Competency
9. Curriculum
10. Class
11. Class Group
12. Education Attendance Status
13. Education Transaction Status

    Note: For more information on the set up required for Education Tracking, see Feature Configuration>Education Tracking Configuration.