Staff Training
Each staff member's training record, qualifications, competency observations and their follow-ups.
A staff member's training record
Open Training > Staff and select a team member to see their training record: required training with completion and expiry dates, qualifications, inductions, competency observations and their full training history. Staff without access to everyone's training can see their own record from My Training. Who can record training, add qualifications and complete observations is set in Team > Roles & permissions.
Removing a qualification
If a qualification was added by mistake, select the bin icon next to it on the staff member's training record and confirm. It moves to the recycle bin: select Recently removed under the qualifications to restore it within 30 days. After 30 days it is deleted for good, together with any evidence file. You need the Manage training permission.
Viewing a competency observation
Select any observation on a staff member's training record to open it. You can see each question and its answer, the assessor's comments, the further action, whether further training is required, the review date, and who signed it off and when. An observation can't be changed once it is signed off, so the original result is always kept. Staff can open their own observations.
Observation follow-ups
When an observation's outcome is Further training required or Reassessment required, it gets a follow-up, which starts as Outstanding. Open the observation and use Update follow-up to add dated notes (for example, the training you have booked) and to move it to In progress. When the follow-up is done, choose Completed and add completion notes. Every update is listed under Follow-up history, and a completed follow-up can be reopened. Anyone who can complete observations or manage training can update follow-ups.
When an observation's outcome is Further training required or Reassessment required, it gets a follow-up, which starts as Outstanding. Open the observation and use Update follow-up to add dated notes (for example, the training you have booked) and to move it to In progress. When the follow-up is done, choose Completed and add completion notes. Every update is listed under Follow-up history, and a completed follow-up can be reopened. Anyone who can complete observations or manage training can update follow-ups.
The follow-ups list
Training > Observation follow-ups lists every observation that needs a follow-up. Overdue ones, where the review date has passed, are listed first. Show Open, Completed or All follow-ups, and select one to open it. The Training page also shows how many follow-ups are open and how many are overdue.