TrainingManagementwithTrackWise

AdamRona
Manager,ProfessionalServices
SpartaSystems
p y

TamirPodhurst
p
ImplementationTeamLeader
SpartaSystems
Agenda

WhyTrainingManagementinanEQMS?
Why Training Management in an EQMS?
TrainingManagerPrincipals
Training Manager New Enhancements
TrainingManagerNewEnhancements
ImplementationBestPractices
Training Reports
TrainingReports
Training in a QMS Environment
TraininginaQMSEnvironment
Why Manage Training in EQMS?
WhyManageTraininginEQMS?

Integration
RetrainingrequirementsmaybeinitiateddirectlyfromCAPA&changecontrol
records
Visibility
Accesstocorporatewideinformationviaacentralizeddatabaseandsingleuser
interface
Automation
Trainingtasksareautomaticallyscheduledandcreatedemployeerecord
Flexibility
Manageandtrackanytypeoftrainingprocessinonesystem
Manage and track any type of training process in one system
Scalability
Flexibleenoughtosupportorganizationcomplexitiesinaglobalenvironment
Powerfulenoughtosupportthousandsofusers
Training Management in TrackWise
TrainingManagementinTrackWise

EnterpriseTrackWiseQMS TrainingManagement

CAPA/Actions

Training
Training
Records
ChangeControls

People&ManualProcess
Integration
What is TrackWise Training Manager?
WhatisTrackWiseTrainingManager?

IncrementalfunctionalityaddedtoTeamAccess:Partof
y
coresoftware,notaModule
LeveragesexistingTrackWisearchitecturelikeparent/child
relationships,referencerecord,workflow,dashboards,etc.
l ti hi f d kfl d hb d t
Extendsbusinessrulesforarobusttrainingmanagement
process.
Logicallyintegratestochangemanagementand/orCAPA
processes
CanbeincrementallyaddedtoexistingTrackWise
instances
 Training Manager Relationships
TrainingManagerRelationships

Employee
Curriculums

Parent/Childor
Ref.Record Curriculum

Requirement1
TrainingRecord
Description
D i i Requirement2
SOPNumber
Duedate

RequirementTemplate
Description
Schedule
SOPNumber
Workflow
(TrainingType)
TrainingManagement&Change
Control
TrackWise Projects and Relationships

Deviation/
Employee
Incident

Investigation
Task

Read
Annual
Ann al
Understand
CAPA CAPA Quality Self Training
SOP
Training
Training

Process/Doc
Change
Control
 TrainingManager:
Functionality Overview
FunctionalityOverview
EmployeeRecord Roles
SetofSelectionfieldscanbeusedontheEmployeerecord,evendependencies
Set of Selection fields can be used on the Employee record even dependencies
E.g.:EmployeeDepartment(Parent)andEmployeeJobPosition(Child)areina
dependentrelationship
EmployeeJobPositionwilldrivethecreationofTrainingRecords
p y g
Additionalsetsofselectionfieldscanbeused,inconjunctionwithEmployeeJob
PositiontocreateadditionalTrainingRecords
E.g.:
E.g.: Additional
AdditionalTrainingRequirements
Training Requirementsmulti
multiselection
selectionfield
field
ChildDependentfield
EmployeeJobPosition

ParentDependentfield
EmployeeDepartment

Additionalmultiselectionfieldto
createmoreTrainingRecords
TrainingManager:
Functionality Overview (cont.)
FunctionalityOverview(cont.)

HowOftenTrainingshouldrepeat(Yearsor ASchedulecanberelativetoLastTimeTraining
Days) wascompletedoraDate/DateTimefieldonthe
Employee
Record(e.g.,BirthDate,HireDate,etc.)

Ifselected,createstheTrainingRecord
immediately

CreatesTrainingRecordbeforetheyare
due

ObserveCCprocess.Skiptrainingiftrained
withinXdays
TrainingManager:
Functionality Overview (cont.)
FunctionalityOverview(cont.)

TrainingCurriculumConfiguration
Training Curriculum Configuration
CurriculumsaremappedtoEmployeeTitleFields

EmployeeTitleFieldsarelistedhere.Employee
TitleFieldscanbeaSelectionand/orMulti
SelectionField

FortheselectedTitleField,itsvaluesare
displayed
Note:Thevaluescanalsobepartofadependency

MappedcurriculumsfortheselectedTitleField
andTitleFieldvalue
Enhancements
StratificationofAdminandManager
Permissions

Separatingpermissionsofadminandmanagerrolesto
Separating permissions of admin and manager roles to
furtherrefinetherolesofadministratorsand
managerstothreelevels.
Forcetrainers
Requirementandcurriculums
q
Trainingmanagerconfiguration
StratificationofAdminandManager
Permissions
Employee Search for Force Training
EmployeeSearchforForceTraining

Addingarobustemployeesearchcapabilitytothe
Adding a robust employee search capability to the
forcedtrainingtoprovideamoreefficient,easytouse
wayforuserstoselectemployeesforforcetraining.
SearchsystemandUDFs
Sortablecolumns
Selectall
Employee Search for Force Training
EmployeeSearchforForceTraining
Force Training Type and Comments
ForceTrainingTypeandComments

Enablinguserstospecifywhytheyaretriggeringa
Enabling users to specify why they are triggering a
forcetrainingandtospecifywhattypeofforce
trainingisbeingtriggeredviaaconfigureddropdown
list.
Controlifthefeatureisactivated
Configurablecommentfieldtextandselection
Commentandclassificationshowsontrainingrecord
g
andAuditTrail
Force Training Type and Comments
ForceTrainingTypeandComments
Improved Curriculum searching
ImprovedCurriculumsearching

Table
Tabledrivensearching
driven searching
Controlnumberofresults
Curriculum/RequirementDeletion
Verification
Multiple Employee Records Warning
MultipleEmployeeRecordsWarning

Thesystemwillwarnusersiftheyarecreatingan
The system will warn users if they are creating an
employeerecordthatcouldbeaduplicationbasedon
personname,andgivingtheusertheabilitytooptout
ofcreatingthenewrecord.
Multiple Employee Records Warning
MultipleEmployeeRecordsWarning
Implementation Approaches
ImplementationApproaches

23
Simple Approach
SimpleApproach

Employee

Training
Training
Readand
R d d TTrainingwith
i i ih
without
Understand Assessment
Assessment
Advanced Approach
AdvancedApproach

ClassRoom
Class Room Document
Document
Employee
Training Revision

Trainingwith Readand
Assessment Understand
Implementing with Sequencing
ImplementingwithSequencing

Theoreticaltrainingshouldbe
completed before hands on training is
completedbeforehandsontrainingis
initiated.
Employee
1. g
Twotrainingrecordscanbe
createdbasedononetemplate.
2. TrackWiseCoordinatorcaptures
thehandsontrainingandmoves
Handson
H d Theoretical
Th i l it to a Pending
ittoa Pending State.
State
Training Training ThePendingStatecanbe
Locked
3
3. Once the theoretical training is
Oncethetheoreticaltrainingis
completedthehandsontraining
movesbacktotheoriginalState.
Reports
Skill Matrix Report
SkillMatrixReport
Overdue Training By Manager
OverdueTrainingByManager
Overdue Training By Month
OverdueTrainingByMonth
Overdue By Month Drill Down
OverdueByMonthDrillDown
Employee Training Report
EmployeeTrainingReport
Upcoming Trainings
UpcomingTrainings

Quality,PoweredbyTrackWise
Questions ?
ThankYou