Assigning Training Competencies

Access the Review Training & Development form.

To assign training competencies:

1. Enter 001 in the Competency Type field and then click Add.

2. On Review Training & Development, complete these fields:

   • Address Number

   • Competency Code

   • Competency Level

3. To attach a document that provides more detailed information about the employee level of competency, select Header Attachment from the Form menu.

4. On the Attachment Revision form, enter or paste the text of the attachment into the text window, and then click OK.

5. On the Review Training & Development form, complete these fields in the detail area:

   • Provider

   • Course Code

   • Start Date

   • End Date

   • Grade

   • Location Room

   • Delivery Type

   • Units

   • Cost

   • Training Reason

6. To attach a document that provides more detailed information about a record in the detail area, select the record, and then select Detail Attachment from the Row menu.

7. On the Attachment Revision form, enter or paste the text of the attachment into the text window, and then click OK.

8. Repeat steps 5 through 7 for as many training courses as you need to enter for this employee and competency code.

9. To review the available courses for the competency area, select Course Information from the Form menu.

10. On the Search & Select Competency/Course form, click Find and review the course information in the detail area.

11. To return to the Review Training & Development form, click Close.

12. On the Review Training & Development form, click OK.

Competency Level

Enter a code that refers to the level of proficiency that a person or asset has demonstrated for a specific competency type and competency code.

Provider

Enter the person or institution that provides training.

Course Code

Enter a code that represents a training course.

Start Date

Enter the date on which the training course started.

End Date

Enter the date on which the training course ended.

Grade

Enter the grade that the employee received for the course.

Location Room

Enter the classroom or location where the training course is held.

Delivery Type

Enter a code that specifies the way in which a course is delivered or presented.

Examples of delivery type include classroom training and computer based training.

Units

Enter a unit of measure for calculating student credits for training courses.

Cost

Enter the cost of the training course.

Training Reason

Enter a defined code (05/TN) that indicates the reason for the training.