How to create training needs for a course
Training needs are generated from the relationships you link between a course and the different areas of the organisation (companies, centres, positions, etc.). When an employee enters one of these areas, Smart OSH detects that they need to complete the course and creates the corresponding training need.
Procedure
Section titled “Procedure”- Go to Training and information → Configuration → Courses and enter the corresponding course.
- Open the Relationships tab, enter the tab of the area to which you want to link the course, and click Link.
- Select the record(s) you want to include and click Accept.
- Click Save on the course detail screen.
Available areas
Section titled “Available areas”You can link the course to any of the following areas:
- Companies
- Centres
- Sections
- Positions
- Roles
- Activities
- Equipment and installations
- Chemical agents
- Types of PPE
- Employees
When needs are generated
Section titled “When needs are generated”Training needs are created deferred, not immediately. The automatic recalculation runs twice a day: at midday and at night.
Forcing immediate creation
Section titled “Forcing immediate creation”If you need to generate needs without waiting for the automatic recalculation, use the Recalculate needs operation, available:
- On the Course detail screen.
- On the Courses list screen.
Where to check the created needs
Section titled “Where to check the created needs”You can check the generated training needs from:
- The Training needs tab within the Course detail.
- The Training needs tab within the Employee detail.
- The Training needs relationship screen.
Source: DM-SO-22-035 «How to create training needs for a course», version 1, 03/03/2022.