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The Equipment module allows users to track equipment service and maintenance records, including the nature of the work and location of asset. |
Introduction
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The Training Equipment module facilitates the tracking of training records and competencies equipment / asset maintenance and service records for all staff equipment in the organisation.
It provides a mechanism for recording training undertaken by staff and the competencies attainedmaintenance of assets (such as motor vehicles, equipment), and enables the scheduling of future works. It allows managers and administrators to view and manage training records for their respective staff groupsmaintenance and servicing of assets.
Depending upon your access permissions, you may not be able to add, view or edit existing entries.
Watch this short video overview of the Training Module (with audio).
Widget Connector
Adding a New
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Record
Click the ADD NEW button in the left menu of the Training Equipment Page.
Enter the NAME of the trainee, the training PACKAGE they completed, the name of the training COMPANY and the name of the TRAINER'Date of last work', 'Type of Vehicle', 'Make', 'Rego', 'Location' and 'Nature of last work'.
If any of the above details have already been recorded they will appear in the drop down list against the field and should be selected accordingly.
If they are not in the list they can be manually entered by clicking 'ADD NEW' and typing in the new details in the adjacent field to the right.
If applicable, record any CERTIFICATE or LICENSE NUMBERS and an EXPIRY DATE.
If a particular course service / record is only valid for a defined period of time (such as electrical tag), then the EXPIRY DATE should be recorded. This will allow managers to be notified when certifications require renewal or refresher courses need to be undertaken renewals are required (see below in 'Managing Existing Training Maintenance Records').
Any extra information regarding a particular training record can be recorded in the NOTES field.
If a hard copy certificate, record of training maintenance or any other RESOURCE was issued this document can be attached to the training maintenance record. Resources an be attached by using the BROWSE function to the right of the ATTACH RESOURCE field.
Click SAVE when finished.
Managing Existing
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Maintenance Records
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After clicking the MANAGE RECORDS button, you review or modify records already in the system.
The picture below depicts the 'Manage Existing Records' form. In this form you can;
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- FILTER the list by selecting from any drop down box and click the Filter button. The list can also be filtered by reference to date range by inserting dates in the drop down calendar on the 'date range' bar.
- SORT the list by clicking any column heading.
- COPY a printed report to the Filing Cabinet using the 'Copy to Clipboard' button.
- DELETE an entry by selecting an entry using the tick box, and clicking the 'Delete' button.
- PRINT PRINT / EXPORT the current view using the 'PRINT' button.
Creating a Training Matrix
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- EXCEL EXPORT' button
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Identify expired
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maintenance records
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If an expiry date was recorded against a training record then the training record currency indicator (left-most column) will:
- Turn RED when the expiry date has passed. The status column will display EXPIRED.
- Turn ORANGE one month prior to the expiry date - alerting users and managers of the imminent expiration. The Status column will display EXPIRING.
- Stay GREEN at all other times - indicating the training/competency is CURRENT.
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