How to set Triggered Employee Training

System Location: Data Entry > Quality > Employee Training

This document takes you step by step through the use of this application in JobBOSS2. The example scenario uses sample data and portrays a standard use of the application.

About Triggered Employee Training

Employee training sessions can be scheduled and tracked here in the Quality module. In addition, Triggered Training sessions may also be scheduled so that reoccurring training sessions will always be scheduled on time. Training Codes can be set in Table Maintenance and are included here (For more information see Employee Training Codes.). It's important to note that employees who will be using the Quality and Contact Management modules must have User IDs associated on their Employee Code.

Scheduling Triggered Training

  • Go to the blue Data Entry tab, open the Quality dropdown menu, and select Employee Training.
  • Highlight the row of an employee and click Edit.
  • In the upper right corner of the screen, click the blue Triggered Training action button.
  • Go to the Line Items section and click Add Row.
  • Set a Period Begin Date for the first employee training session.
  • (OPTIONAL) Set a Period End Date.
    1. By leaving the Period End Date blank, training sessions will continue to automatically schedule based on the threshold settings.
  • Add To Calendar? will automatically have a check. Remove the check if you do not want this triggered maintenance to appear on the calendar.
  • Select a Threshold Type.
  • Enter a Threshold Value.
  • Set the related Threshold Unit.
  • Select an Employee Training Code.
    • The Description column will then automatically populate.
  • Click Save to save the triggered training session and exit the screen.