Upload
yanni
View
81
Download
0
Tags:
Embed Size (px)
DESCRIPTION
Awareness Training…. V 1.1. Introduction. Features of CS Competency: Manage both Current and Required (future) training for both Employees and Subcontractors Plan training requirements via Roles Be notified of Expiring training - PowerPoint PPT Presentation
Citation preview
Awareness Training…
V 1.1
Introduction
Features of CS Competency:
Manage both Current and Required (future) training for both Employees and Subcontractors
Plan training requirements via Roles
Be notified of Expiring training
Use the Training Matrix to view training by Division, Project or Competency
Web Hosted
CS Competency is web hosted, which means you can:
Access it through your web browser(such as Internet Explorer or Mozilla), and from
Any computer with an internet connection using your Username & Password.
Internet
UsernamePassword
Access Permissions
Permissions can be created to meet a range of needs. A typical set of Permissions would be:
User LevelView
RecordsAdd / Edit Records
Delete Records
Add Employees/ Subcontractors
ManageCapabilities
Change System Settings
Team Leader ✓ ✓Local Admin ✓ ✓ ✓ ✓System Admin ✓ ✓ ✓ ✓ ✓ ✓
System Administrators create and manage the Permissions. When you log in, you will only see the menus and buttons that
relate to your Permission level.
Key Terms
Each Person can be allocated Roles. A Need is created for each Capability listed with the Role, unless the Person already has a corresponding Record.
Person = Employee or Subcontractor
Capability = License, certificate, induction etc.
Record = Capability held by a Person
Need = Capability required by a Person
Role = A group of Capabilities
Key Tasks
How to do some Key Tasksusing CS Competency
Employees are added via CS Human Resources. Follow these steps to Add an Employee:
Adding Employees
1) From within CS Competency, click “Switch Application” and select “CS Human Resources”.
2) CS Human Resources will display a list of Employees when it opens. To add a new Employee, Click “Add New”.
Employees are added via CS Human Resources. Follow these steps to Add an Employee:
Adding Employees
3) Enter the information listed in the “Employee Details’ box. First Name & Last Name are mandatory.
4) Click “Save” when you have finished.
5) Once entered, details can be edited by selecting the Employee from the list page and clicking the “Edit” icon.
Follow these steps to Add a Subcontractor:
Adding Subcontractors
1) Click the “Roles” tab and then “Subcontractors”.
2) On the Subcontractors page, click “Add New”.
3) Enter the Subcontractor details. Firstname and Lastname are mandatory.
4) Click “Save” when you have finished.
Capabilities are the training, courses & skills against which Records are created.
Creating Capabilities
Capabilities are Managed from within the “Capabilities” tab, under the “Capabilities” menu item.
Administrators usually manage the Capabilities, including adding new Capabilities when required.
Follow these steps to add a Record:
Adding Records
1) Click the “Capabilities” tab and then click “Records”.
2) On the Records page, click “Add New”.
3) Enter the details of the Record. Person and Capability are mandatory.
4) Click “Save” when you have finished.
Adding Records
Note that both the Person and Capability lists include a filter.
Enter some search text into the window as shown below, and the list is automatically filtered to show the matches.
The People menu is the easiest place to view the current Records and Needs for a person.
The People Menu
Click the “Capabilities” tab, and the People menu is automatically displayed.
There is a menu listing Employees and Subcontractors (a separate list for each). Use the menu to move from one list to the other.
To view the Records or Needs for a Person, click the appropriate button, and a list will be displayed.
All ‘List’ style pages include a built in Filter.
Filters & Excel
Click the “Show Filters” icon to open the filters from any List style page.
As well as an export to Excel feature.
Click the “Excel” button to print an excel of the current list.
Training Matrix
A Training Matrix is also provided. It is:Colour Coded, andCan be scoped to show a Project or Division.
Colour Coding:
A Help menu provides access to a User Guide which can be viewed Online, or Downloaded and printed.
Online Help
Click “Help” to access the User Guide.
Key Functions:
Thankyou for viewing this Presentation.
Thankyou