Parameters - Training
1 - Introduction
These parameters will impact on training and compliance activities in the system. Your configuration will bring impacts to the system utilization rights.
There is an automation capable of changing the status of training crew from “registered“ to “started“ when the date of a training informed on the field “start“arrives. If the user wants to enable the status “Training starter“, it is possible by going to the page Configuration > Parameters > Automation > Service configuration.
2 - Permissions
To access this page, the option "Maintain Parameters" must be granted to the responsible profiles for controlling the functionality.
To grant such permission, read the article: Granting Access Permissions.
3 - Access
3.1 To find the parameters, go to: Configuration > Parameters
3.2 Select the tabs Modules > Training. The existing parameters will be displayed.
4 - In-Person Training
Field | Description |
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Maximum days of training in day off | This parameter will define how many days off the worker will be available to attend trainings. |
Training start time | Defines the standard start time for the scheduled trainings |
Training end time | Defines the standard end time for the scheduled trainings |
Cost center | In this option will be set the Cost Center to be used as default by Drake, however other cost centers can be defined while schedulling training on Drake. |
Default occurence | When defining a default occurrence, the user is informing Drake the event that will be registered and forwarded for payroll processing, for the period on training. |
Cancellation type for subscription refuse | Select a reason for training cancellation |
Force to input external code for online courses | Turns mandatory the field of external code while generating the training |
Contact Logistics | Name of the person responsible for logistics contact when scheduling for training |
Use responsible by the Operational Unit | When enabling this option, the system will allow to schedule trainings defining individually the responsible per operational unit. |
Use logistic contant by Operational Unit | If enabled, the system will allow to schedule trainings defining individually the logistic contact per operational unit. |
Unique trainings | If this option is enabled, Drake is being instructed to block more than one schedule of this training per day. |
Create qualification need for non expirable qualifications | If enabled, Drake is instructed to generate and display on reports information of training with no due date. |
Notification Message | Free text to type information and orientation to be always displayed on the bottom of training notification |
Pending certificates generate compliance. | If enabled, Drake will not set as mandatory to have certificate to validate the qualification. If disable, Drake will set as qualified all the courses with attached certificates. |
On Board event fulfills qualification need | If onboard events generate certificates that comply with the qualification matrix, enable this option. |
Enable certificate creation by inference | When on Qualification Relation set (Records>Compliance>Qualification Relation-sets), there is any certificate equivalent to other, by enabling this option will be registered a second certificate related to its equivalence |
Create qualification requirement for composers. | If enabled, this option allows Drake to manage the training needs for the qualifications. This way is possible to manage the main requirement such as the composers. If this option is disabled, Drake will manage only the main qualification. |
Create qualification requirement for embark context. | This option, when enabled, allows DRAKE to manage and validate the training needs according to the context that the employee is submitted to during the embark process, that is, DRAKE takes into account the needs of the Operational Unit where the employee is boarding at that moment. , function to be performed during boarding, in addition to hiring requirements, among others that may exist. |
Create qualification needs for sick leave workers | Will be only possible to create qualification needs for workers with sick leave with this option selected |
Create context for all OUs in contract | If the worker embarks in many Operational Units, however the qualification matrix is based on Contracts this option must be enabled. |
Calculate validity for expirable qualification needs. | When adding a certificate with no expiry date in a expirable qualification, the validity will be calculated based on the qualification. |
Indicate course of renewals qualification | When calculating the individual qualification needs of the worker, each one will also have the information of the course indicated for training according to the necessary qualification and parameterization of the internal system. |
It requires specific permission to include participant with block in training | To perform this action the user will need a specific permission (Permission: Include participant with block in training ) |
It requires specific permission to include participant with alert in training | Requires specific permission to include a participant with alert in training |
Auto fill training's arrival date with the day before the start of training | Fills automatically the trainee arrival's date with day before the training starts |
Allows editing of the training that has already been completed | When the training class is with status "complete" is not possible to make any changes, only if this permission is granted |
Automatically provide the image of classroom training certificate | Generates automatically the certificate image of the training |
5 - Online Training
Field | Description |
---|---|
Default days to "expiration days" Number of days to be considered to online training filter field "expiration days" | Quantity of days to be considered as default to Online Training on the filter field "expiration days" . |
Recently completed online training days Do not display need for online training for worker within up to n days of completion | Do not display this online training need until "x" days of completion |
Allow confirm online training completed without certificate URL | Allows the training to be complete without the user informing the certificate destination. |
Default online training provider | If there is a unique training provider, enable this option. |
Confirm completion message of activity step Message to show when worker confirm completion of activity step | Message to be displayed when confirming an activity step completion. |
Confirm finalize message of activity step Message to show when worker finalize activity step when there are pending attempts | Message to be displayed when confirming an activity step completion which still have tentatives remaining. |
Sistema de cores em TAREFAS > TREINAMENTOS > TREINAMENTOS ONLINE:
Status color "Started" - Set the default status color for the course flow
Status color "Approved" - Set the default status color for the course flow
Status color "Reproved" - Set the default status color for the course flow
Status color "Cancelled" - Set the default status color for the course flow
Field | Description |
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Schedule internal online training automatically | When enabled, it will analyze the internal online training that needs to be carried out daily and will schedule them automatically.More information in: https://sapiensia.atlassian.net/wiki/spaces/SIA/pages/2337344031 |
Days in advance to schedule online training automatically | Indicates how many days in advance (before the worker actually needs the training) the system will schedule the internal online training. More information in: https://sapiensia.atlassian.net/wiki/spaces/SIA/pages/2337344031 |
Standard number of days to complete automatically scheduled internal online training | Indicates how many days the online training will be available for the worker to perform, from the date it was scheduled. More information in: https://sapiensia.atlassian.net/wiki/spaces/SIA/pages/2337344031 |
Requires signature of trainee in internal online training | When enabled, it will ask the trainee to inform his signature at the end of the internal online training. When changing this setting, only new schedules will be affected and the change can take up to 1 day to take effect. More information in: https://sapiensia.atlassian.net/wiki/spaces/SIA/pages/2337343989 |
Access restriction:
To add a restriction to online courses, some rules can be created to the workers. This functionality is recommended for companies that allow access to the courses only on specific hour schedules or situation, such as Onshore shift and embark situation, or contract. When clicking on “Add” to add a new restriction, the window below will be displayed.
Field | Description |
Worker Type | Add restriction to the selected worker type |
Worker category | Add restriction to the selected worker category |
Start Time | Select start time to block the access |
End Time | Select end time to block the access |
Only when embarked | If the restriction to the worker perform the trainings only when embarked, check this option |
Disabled after hiring by (days) | Add restriction to a certain period after hiring the worker |
Disabled after work return by (days) | Add restriction to a certain period after the worker’s return |
Restriction message | Add a text to be displayed when trying to start a course after a restriction period |
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