Course Details Facilities, Infrastructure and Arrangements
Course Details Course Name: InTuition System Administrator Version: Training Material: Soft copies of the training material will be provided 4 Facilities, Infrastructure and Arrangements Venue: Training room with conference or boardroom seating Equipment: Laptop Projector and PC’s with access to the training database. Suggested ratio is one trainee per PC. Maximum ratio is two to one. Resources: InTuition System Administration Training Resource Kit consists of: Facilitation Guide Quick Reference Guides Practical Exercises Link to all relevant training material Sample Timetable – Day 1 Session Times Topics Resources Assessment 8:30 to 9:30 Welcome/Introductions Getting started INX Homepage Training nominations Security QRGHow to submit a training nomination Training nomination workflow InT notifications Security access configuration eLearning tutorials – Introduction The Home Page Practical Exercise – Submit a training nomination Morning Break 9:30 to 9:45 9:45 to 12:15 How are CCPs defined in system People – All tabs Compliances Competency Procedures Roles QRG – How to add a new profile How to create a procedure Add CCP to multiple roles eLearning – Book training View Roles Lunch 12:15 to 13:00 INX Software Level 4, 1111 Hay Street, West Perth, 6005, Western Australia phone: +61 (08) 9442 2111 | fax: +61 (08) 9442 2110 | web: http://www.cubeconsulting.com/ [1] Practical Exercise – Create a competency Create a compliance Create a procedure Create a role and add newly created CCP’s to the role (PE4) INX | Intelligent Business Process C_TP_4_SystemAdministratorCourse_FacilitationGuide 13:00 to 14:30 eLearning – View Courses Training Rooms Courses QRG – How to update bulk historical CCPs Afternoon Break 14:30 to 14:45 14:45 to 16:30 Practical Exercise – Create a training room Create a course Create a training event QRG – How to create an adhoc report Matrices Standard Reports Adhoc Reports Administration Practical Exercise – Run a matrix Learning Outcomes 1.1 Explain the use and purpose of InTuition 1.2 Identify homepage items 1.3 Understand levels of security 1.4 Explain the reporting structure set up and application throughout the system 1.5 Understand data tables that are shared with other INX systems within the same environment 1.6 How to create and navigate to People Profiles 1.7 How to create and navigate to Roles 1.8 How to create and navigate to Compliances 1.9 How to create and navigate to Competencies 2.0 How to create and navigate to procedures 2.1 How to view and create new training rooms 2.2 How to navigate to and create new courses, included scheduling training events 2.3 How to update attendance and outcomes for attendees on a course 2.4 How to filter, run and export matrices 2.5 Run and schedule standard reports and create ad-hoc reports 2.6 How to add items to dropdowns in front end Task (Learning outcomes addressed) Welcome & Introductions Getting Started (1.1, 1.3, 1.4) Description Comment Participants introduce themselves: Name, position, use other training databases? What is InTuition? Security Levels Organisational Structure Housekeeping Breaks Assessment throughout INX Software Level 4, 1111 Hay Street, West Perth, 6005, Western Australia phone: +61 (08) 9442 2111 | fax: +61 (08) 9442 2110 | web: http://www.inxsoftware.com [2] Covered INX | Intelligent Business Process C_TP_4_SystemAdministratorCourse_FacilitationGuide Task (Learning outcomes addressed) Description Comment New INX Landing Home Page Includes module links and key INX Landing Page contacts InTuition launch button Navigation Menu System Date & User Security Need Help? & Printer Friendly InTuition Home & Work Space Submit a training nomination Home Page (1.2, 1.3) In Tray - Status of nominations Quick Links Change requests Quick email to Administration Key Contacts & CCP Graph PE – Submit a training nomination CCP’s People (1.4, 1.5, 1.6) Person/Settings Person/Role Status Person/Role Possible combinations of uses of the competency, compliance and procedure tables People List of all Active people in Company Envelope is a link to email account Name is a link to Personal Profile Type part/all of a name into Search for: box Filter Data Identifying workplace trainer and assessor Traffic lights summary Drill down for further information Reflects the role requirement, and if the person holds those CCPs Historical and current roles Person/Competency/Complian ce/Procedure (1.5) Display what the person is compliant in and from what date People/Workgroup Used to update the Workgroup assigned on the Details Tab and displays the history of Workgroups assigned. Person/Attachments Person/Calendar/Suspension details Holds attachments for a person. These attachments can be linked to a competency, compliance or procedure already on their profile. Shows persons training events (both if they are attending or facilitating), CCP expiries Editors and above can suspend the person from a particular CCP. Covered Click on INX Logo Hover Mouse over INX Logo to view INX Contact Details Expand arrow to view more Configured by Administrator Available to all Users Same records interface with InFlight & InControl Only internal Red = not complaint Orange = compliant but expired Green = compliant Renew an expired compliance Add new compliance Edit expired compliance - Renewed Viewable by anyone who has access to Person process This tab will default to only show unlinked attachments PE – Add a new person Note: if client uses interface to keep Person details up to date the interface will overwrite any changes made INX Software Level 4, 1111 Hay Street, West Perth, 6005, Western Australia phone: +61 (08) 9442 2111 | fax: +61 (08) 9442 2110 | web: http://www.inxsoftware.com [3] INX | Intelligent Business Process C_TP_4_SystemAdministratorCourse_FacilitationGuide Task (Learning outcomes addressed) Roles (1.7) Description Comment Roles Table of Roles & number of people appointed to those roles View as a Tree Displays company hierarchy any Role Role details Physical area – Where the person in role is responsible for Facility/Equipment – what the person in role is responsible for Statutory role – A role required by law Mandatory role – must have role Key Contact – displays role and person in that role on home page Role History Record of people appointed to role Person can be appointed here CCPS = requirement of the role Duties = Persons appointment form A client has created a register in InControl of appointed persons, on the attachments tab of the item, they have linked it to the persons attachment tab in InTuition. PE - Add a new role Compliances (1.8) Compliances Compliance Table Advanced Details - Restrictions Min Age and Max age Equivalent Competencies Exceeded Compliances Compliances Held Compliances Required Suspension Details (Automatically Reinstated ) PE – Create a compliance Competencies (1.9) Competency details Advanced details Elements Competencies held Suspension details Competency type can assist in filtering under matrices Procedure Details Revision History Linking to a DMS – be aware of links breaking and high security in DMS. Also updates in DMS won’t trigger noncompliance. PE – Create a competency Procedures (2.0) PE – Create a procedure Training rooms (2.1) Training Rooms Table Training Events by Room Training Room Availability PE – Create a training room INX Software Level 4, 1111 Hay Street, West Perth, 6005, Western Australia phone: +61 (08) 9442 2111 | fax: +61 (08) 9442 2110 | web: http://www.inxsoftware.com [4] Covered INX | Intelligent Business Process C_TP_4_SystemAdministratorCourse_FacilitationGuide Task (Learning outcomes addressed) Courses (2.2, 2.3) Description Comment Course Table Course Details Training Events Course Calendar Training Nominations 2 ways to add people to a course – training nomination and manually. Update training events button only visible once course has passed. PE – Create a course and specify relevant CCP’s obtained on the course PE – Create a training event, add your new person to the course, update training records Skills = required by the role Include with No CC Capabilities = only capabilities Do Not include Matrices (2.4) Needs = requirements and Suspended & Invalid CC capabilities Export All Legend Standard report list Reporting configuration Standard reports (2.5) Filtering and scheduling reports PE – Create a standard report Ad Hoc Reports (2.5) Table of Ad Hoc reports that have been created Excel icon to run Name to edit or delete PE – Create an ad-hoc report Administration (1.3, 2.6) How to add items to a drop down list Custom fields Assigning security PE - Create a custom field INX Software Level 4, 1111 Hay Street, West Perth, 6005, Western Australia phone: +61 (08) 9442 2111 | fax: +61 (08) 9442 2110 | web: http://www.inxsoftware.com [5] Covered
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