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