Contents - Index

Set Up a Training Program

The in-service training management module is an optional module that can be used to manage in-service training courses offered to employees. Using this module, you can schedule employees to take courses, evaluate employee performance in training courses and assess competencies earned from training. If you choose to use this module, you should gather data about training courses offered to employees to enter in the system. The training program data may be entered by a Training Manager or HR Manager. After initially setting up the training program, you may update training course information or add new courses at any time.

Before you can use this module, you must enable it in the system (see Enable the In-Service Training Management Module).

Training Course Descriptions

There are various ways you can categorize a training course in the training program management module. You can set up course Categories. You can assign a Status to a course, such as open, closed or full. You will select these descriptors when you enter a training course's details.

You can also select the Requestor who asked that an employee be scheduled for a course, such as the employee, their supervisor, human resources, a manager or a donor. Finally, you can set up options for Evaluations of an employee's performance in a training course, such as Pass, Fail or Incomplete. You will select these descriptors when scheduling a training course for an employee.

Action: Determine which of these descriptions you want to use and what the standards should be for your organization. Enter each into the system (see Add a Status of a Training Course, Add Requestors of a Training Course, Add an Evaluation of a Training Course and Add a Category of a Training Course.)

Training Institutions

If you like, you can record information about institutions that offer training courses in the system. For each training institution, you can record the Name, the Country, District and County where it is located, and its Mailing Address, Telephone Numbers, Fax Number, Email Address and Primary Contact Person. You can then select the training institution giving each course when you enter the training course's details.

Action: Enter all training institutions into the system (see Add a Training Institution).

Training Funders

If you like, you can record information about the organization or donor that is funding a training course. For each training funder, you can record the Name, the Country, District and County where it is located, and its Mailing Address, Telephone Numbers, Fax Number, Email Address and Primary Contact Person. You can then select the training institution giving each course when you enter the training course's details.

Action: Enter all training funders into the system (see Add a Training Funder).

Continuing Education Courses

Continuing education courses are courses that provide official continuing education units (CEUs) to an employee, in order to renew a license, for instance. Continuing education courses may be associated with training courses if an employee can earn CEUs by taking the course. A training course may include one or more continuing education courses. You can enter the Name and the number of Credit Hours (CEUs) earned in each continuing education course. You can then associate the continuing education course with its training course when adding the training course details.

Action: Enter all continuing education courses into the system (see Add a Continuing Education Course).

Training Courses

For each in-service training course, collect the Name of the course, its Topic and the schedule of classes offered, including the Maximum Number of Students and Site for each course. You may also record the course Category, the Training Institution offering the course, the Training Funders funding the course, CEUs (continuing education units) and Competencies provided by the course, the names of the Instructors, and the Country, District and County where each class is being given.

Action: Enter all training courses and their schedules into the system (see Add a Training Course and Schedule a Course).