Viewing Staff Tasks Layout

Overview

The Staff Task layout provides a view of Staff Members and the status of all the training tasks (via Training Modules) that have been allocated to them.

Additionally, from this screen, you can see whether the staff member has been undergone the training for the specific Training tasks and what the outcome of the training was.

Prerequisites

Ensure that you have logged onto strokeone, and that you can see and access the Human Resources button in strokeone home banner.

Procedure

  1. From the home banner, click the Human Resources and then Staff Tasks buttons.
  2. The Staff Tasks layout opens.

    The layout details for each staff member that has been assigned a training module, an individual data row per each training task that exists in that Training Module.

 

Layout Composition & Actions Permissible

The layout is composed of the following elements :-

 

(1) Open record icon

 

(2) Training Tasks per Staff Member data.
As previously mentioned, this layout shows a separate data row for each training task which are contained within a raining Module which have been assigned to a staff member
That is, if a staff member has been assigned a Training Module which is composed of 10 training tasks, then there will be 10 data rows shown here..

Field

Comments

Status

Indicates the status of the training task for the staff member. (Unstarted / In Progress / Complete)

Name

Forename & Surname of Staff Member

Module

The Training Module  that the Training Task is assigned to, which has in turn been assigned to the Staff Member

Task

The title of the training task.

Description

Description of the Training Module.

Department

The Department that the Training Module applies to.

Grade / Level

The Grade and Level fields for the Training Module

Sort

The sort order number added for the Training Task when it was assigned to the Training Module

Task Description

The description field of the Training Task.

 

(3) Buttons to update the status of a Training Task assigned to the Staff Member

 

(4) Fields to indicate the status of the Staff Training Task record

Date Trained: The Date on which the staff member undertook training for the specific training task

Date Passed: The Date on which the staff member successfully passed the  training for the specific training task

Times Tested: A count of the number of times the staff has undergone training for the specific training task.

(5) All records Scripted Sort Button

Button Name

Action when Clicked

Unstarted

Will filter the set of displayed records to show only those where the following is true
Status field = Unstarted

Trained

As above but Date Trained field is not null

Passed

As above but Date Passed field is not null

 

(6) Today Scripted Sort Button -??

Button Name

Action when Clicked

Failed

TBC

Trained

TBC

Passed

TBC

 

(7) Yesterday Scripted Sort Button -??

Button Name

Action when Clicked

Failed

TBC

Trained

TBC

Passed

TBC

 

(8) Before Yesterday Scripted Sort Button -??

Button Name

Action when Clicked

Failed

TBC

Trained

TBC

Passed

TBC

 

(9)Sort Buttons  - TBC

 

 

Related Topics

How to update the status of a Training Task assigned to a Staff Member