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Training Objects can represent training or test processes that require users (or other resources) be updated either on a one-time or continual basis.
When defining a training object, you can specify the frequency to be:
| One Time |
Users/resource need to complete the training/test only once |
| Recurring |
Users/resource need to complete the training/test on a recurring basis |
| Recurring - Rev Change |
Users/resource need to complete the training/test each time an associated item changes it's revision |
When defining the frequency as "Recurring", you can also specify how often (number of days) the event must be applied.
Training objects can be associated with:
| • Items |
| • Changes/ECOs |
| • Quality Items (CAPA) |
| • Projects |
| • Service Objects |
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Initiating/Creating Training |
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To create a Training item, you must use the New Object Wizard.
Refer to the New Object Wizard for more information on creating objects.
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Training items can contain an unlimited number of revisions.
General information, users, and documents are stored on a per revision basis.
Each revision of the training item can contain different users.
Training item revisions can be created interactively (General page) or can be created automatically by associated items on Recurring - Rev Change training items.
To change the revision of a training item, type a new revision label on the Revision field (General page).
The Users list will automatically group users based on the revision of the training item they were assigned.
You can view the current, selected, and all revisions of the training item by changing the Revision filter on the Users list.
Training revision can be created automatically by associated items for Recurring - Rev Change items.
Refer to the Recurring - Rev Change section for more information on automatic training revisions.
The Training form contains a Rev drop list in the Banner.
Changing the Revision from the drop list will display the data from that revision on the data pages.
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Recurring - Rev Change |
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When defining a training object, you can specify the frequency to be: One Time, Recurring, or Recurring - Rev Change.
When you define a training item to be of type: Recurring - Rev Change, the Associations page will allow you to define Rev Change items.
Recurring - Rev Change training items will track all associated Rev Change items.
When the revision of any of the Rev Change items occur (interactively or via Change/ECO),
the system will automatically rev the training item and reset all users to a "Not Started" status.
To associate a Rev Change item, click the Associations page.
Please note that the Associations page will contain two lists: Revision Change Items and Associated Objects.
To add a Rev Change item, click the Add button on the Revision Change Items toolbar.
This will invoke the Object Search form, which will allow you to search for the correct item to associate.
To associate the item, click the item hyperlink.
Once the item is associated, the Rev Change list will display the status as "Not Started".
As users sign off on the training item, the Rev Change list will update the status.
When all users have completed the training, the Rev Change list status will indicate that all users have completed the training.
If any of the Rev Change items has a revision change, the training item will be "revved" and the user statuses will be cleared automatically.
The History page will indicate a recent rev change.
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Training Types |
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Training items can be created and classified to represent any type of training such as classroom-style training, read and understand training, recurring auditing events, formal off-site training, etc.
Training types can determine required fields, Training Name/Number format, and workflows.
Training Types are defined in the Administrator.
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Training Form |
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The Training form is used to display data about all Training items regardless of the type.
The Form contains 4 main areas:
| Rev List |
Displays all revisions of the training. Changing the Revision from the drop list will display the data from that revision on the data pages. |
| Banner |
Displays Name/Number, current page indicator, current status and is visible from all Data Pages |
| Data Page Navigator |
Provides quick links to all available data pages |
| Data Page Area |
Lists all data for the currently selected data page |
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Training Banner |
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The Banner displays the following information:
| Copy Icon |
Clicking will copy the item to the system buffer (for subsequent Paste operations) |
| Name, Info, Action Menu |
Displays the current Project Name/Number and Description. Placing mouse over will invoke form Action menu. |
| Status Area |
Indicates internal state of item (Pending, Awaiting Release, etc>). Status area will be blank for released items. |
Clicking the top left icon will redirect you to the Desktop Home Page.
Clicking the Copy icon will place the item to the system buffer (for subsequent Paste operations).
Placing mouse over the Number/Description will invoke form Action menu.
The menu will contain the following commands:
| Refresh |
Refreshes/Reloads the form |
| Return to Desktop Home |
Redirects you to the Desktop Home Page |
| Search Database |
Redirects you to the Database Search form |
| Logout |
Logs you out of Desktop |
| Copy Item |
Places the item in the system buffer |
| Bookmark Item |
Bookmarks the form |
| Create New Like |
Invokes the New Like form |
The top right section of the banner contains the following hyperlinks:
| Refresh |
Refreshes/Reloads the form |
| Home Page |
Redirects you to the Desktop Home Page |
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Data Page Navigator |
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The Data Page Navigator allows you to quickly jump to the different data sections of the Training form.
Selecting an option from the list will update the data page pane to display that data section.
The Navigator page names can be modified using XML Dictionary files.
Contact a qualified Omnify Application Engineer for more information on creating XML Dictionary files.
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All Training forms contain the following data pages:
| General |
Name/Number, Type, Priority, Description, custom fields |
| Users |
Users required to be trained |
| Associations |
Associated Rev Change and other objects |
| Tasks |
Tasks assigned to resources |
| Attributes |
Use parameters to define additional information |
| Documents |
Documents for the Training item |
| Comments |
General user and signoff comments |
| History |
List of changes that have occurred to the Training item (User, Date, Tool Used) |
| Signoff |
Users who are reviewing or are required to sign-off on this item |
| Comprehension |
User training exam |
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Training Administrator |
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The Omnify Training Administrator provides you with various Training reports and search forms to quickly find and analyze training items.
The Training Administrator is part of the Omnify Reporter and can be accessed from the Object Viewer.
Refer to the Omnify Training Administrator User's Guide for more information on the Training Administrator.
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