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:

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