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WWWSAFEWORKDAY.COM Customer Manual Quick Sheets Trainee Upload & Data Rules Adding Individual Trainees Getting Trainee Training Status Getting Reports

NOV Profile Fields In This Chapter Profile fields are important to set up for reporting purposes. Items on this page are located in the administration module on the right side of your homepage. In this section, we are going to learn about profile fields. Profile fields store data and correspond to unique fields in the database which means that we are able to input data and extract it in reports along with the users training information. It s really important to think about what information by which you want to sort data, whether it is by job title, by location, by manager. This needs to be decided before any training is done on the site. Profile fields correspond to the fields in the User Profile, so when you open the User Profile, you ll see what information has been added to that user. While offline, decide what you want to add. Then you manually change the profile fields. A. How to Add Profile Fields Your Site Profile fields for the Business Segment have bee setup to your specs Go to the Site istration panel and: 1. Click Users 2. Click Accounts 3. Click User profile fields You can edit the profile fields by clicking the pencil tool. Below, there is a drop down box of different profile fields formats. You can decide which is best for your company. If it is something that spelling is critical, it may be best to use a Menu of Choices option for the profile field. If there is a lot of options, it s best to use Text Input. Note: Profile Fields may be added at any time but current site trainee data will have to be updated to reflect the profile field addition data.

Uploading Profile Field Data Site Up Tasks Your Site Profile fields for the Business Segment have bee setup to your specs Once your profile fields are set up, you can upload your users with the data that corresponds to created profile fields. The Users Upload Sheet has been created to put the data in the proper fields with short names that corresponds to the information stored in the database. Do not change the header row of the Excel Spreadsheet as this is what the database reads. Below the header line, I have added the descriptive words so the admin knows what the profile fields correspond to so there is no confusion. As an admin, your responsibility is to fill this spreadsheet out then email it back to the Operations Manager at CDP, Inc. It will be uploaded to your site and the user profiles will be automatically filled in. This means, once training is done, you will be able to pull reports and sort the data by those profile fields. Note: Please no comma in data in columns

To preview your work and see what the Trainee sees when the Trainee with Trainee Login: Step 1: Login as admin. Step 2: In The istration Menu click on Users>Accounts>Browse list of users. Step 3: Click on any Users Name. Their Profile Page opens Step 4: Click the Login as button at bottom of User profile page Step 5: On Confirm page click the Continue button. A view of what the Trainee see when they Login. By using the enrollment process we shown the Trainee exactly what courses they are required to take When the trainee is login the trainee can click on the Exception Report link (or Double Click the My Course link) or the Reports>Ad hoc to see completed and Incomplete training. Each gives varying info such as if a trainee passed the course and forgot to issue a course certificate. When you Login as you can toggle between trainee logins and the login. When login as trainee (as ) simply click the User link (Top-Right) to return to and view additional trainee login (s).

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In This Chapter to begin training QUICK START. Many of the tasks are one time events. Items on this page page Toolpage& help desk link on your site Homepage the Main Menu of In this section we are going to perform the tasks which are required to start your training. We start as simple as possible and grow as you become more adept at using the SafetyPoints Training System (SPTS). Our goal here is to create training production as quickly as possible. We first must determine some items offline such as: A. Use the How To Quick Start Guide to get site few days not a few months). next, 1. What are the Courses do we need to train? ( YOUR Master Training Matrix ) 2. Who (Trainees) needs to take what? (Which Course do each trainee or Group of Trainees need to Take ) If you have a active training program you have a good idea which courses you need to use but just in case (and for folks just starting the compliance training adventure) we have created a Compliance Training Matrix (CTM) in excel to get you started. Must be LOGIN as to view. Review the Documentation DON T FORGET THE CUSTOMER/OPERATOR REQUIRED TRAINING REQUIREMENTS- THIS MAY ADD A FEW. Additionally, to assist you in choosing the course from the training site which for easy reference we have created a Site Course Selection sheet (SCS) in Excel to sync your training matrix (s) with site course selection for training use. Once you have these tasks accomplished you are ready go to the next step tasks. This covers all aspects of your site.

3. Load the training site with employees (Trainees). The way to perform this task is based on the total number of trainees and what is the most efficient way to perform the task. If you have less than 50 employee it may be more efficient to enter the employees one at a time [Option 1]. If you have several hundred with data coming from multiple locations using a CSV upload sheet is more efficient. [Option 2] For the purpose of the Quick Start (QS) we will use Option 1 to load a minimum of 10 trainees to perform the remaining QS tasks. One you have mastered these tasks you can determine which way is best for you to load trainees. The Steps to perform for loading individual trainees is: [Option 2] CSV upload tasks CDP performs for NOV Step 1: Login as to your site as the admin You are now Login as administrator for the site and have full site control of all site functions. A Site istration Menu (F1) appears on the site Homepage. F1 Step 2: In the Site istration menu Click on Users > Accounts > Add a new user. The screen (F2) below appears; F2

4. Load the Individual data for each trainee Click the Update profile button to save the profile of the trainee. Repeat for each Trainee. Top [Option 2] CSV upload tasks CDP performs for NOV Bottom The text in RED are the minimum required fields for a trainee to be entered into the system. Top An email address is required. If no email use noreply@co.com Use a unique email for each trainee. The Other fields section of the page can be used to enter data to be tracked on a trainee. You have 8 fields you may modify to use for your specific needs. (Profile Field X) The site uses 4 of these fields for specific data which is tracked for site functions. Update profile button Bottom

5. Now that we have trainees in the site we need to enroll these into courses which they are required to take and the first thing we need to do is make it simple by creating a Master Category to move the courses which we are going to train from their pre-set categories. (NOTE: You can opt not to use enrollments and allow the trainee to select the courses required from a hardcopy list) These are the tasks; Step 1. Login as to your site as the admin Step 2. First we would add a New Category to place the enrollment courses but we have done this for you which is installed with all new sites. This Category is called Business segment/unit category from the HSE category after proper coding.. (To see how this is done view on the Toolpage&help desk page of your site movie; 2.0 Category Development for Ease of Enrollment.) Step 3. Now we will use the SCS sheet created Page 1 Item 2 to move the course which we need to train into the Business segment/unit category from the HSE category after proper coding. for ease of enrollment of trainees. In the Site istration menu Click on Users > Courses> Add/edit courses and the screen (F3) below appears; To get the most out of the site reporting-use ENROLLMENT! (F3) IMPORTANT: DO NOT ENROLL or TRAIN USING ANY COURSE WHICH HAVE NOT BEEN CODED!!

These are the tasks; Step 4. Next click on a category to view the courses in that category we want to find and move the courses in the ACS sheet into the Business segment/unit category from the HSE category after proper coding for ease of enrollment let click the HSE category And the Category list appears. Let s assume the first 10 courses are in our SCS sheet as the required courses. Click to place a check in each of these. IMPORTANT: DO NOT ENROLL or TRAIN USING ANY COURSE WHICH HAVE NOT BEEN CODED!!

These are the tasks; Step 5. Next go to the bottom of the page and click the drop-down and select (highlight) the category we want to move the course to Business segment/unit category from the HSE category after proper coding.. Now back to the top of the page and check your work by clicking the Course categories dropdown menu and selecting again, Business segment/unit category from the HSE category after proper coding.. IMPORTANT: DO NOT ENROLL or TRAIN USING ANY COURSE WHICH HAVE NOT BEEN CODED!!

These are the tasks; Now the NOV use courses have been moved into the Business segment/unit category from the HSE category after proper coding. If additional courses are needed follow the same steps to move these from their category into the Training Matrix Courses Category. If you move an incorrect course, simply move it back. For Example we used the drop-down menu and installed the training package, HazWoperEight Hour Refresher course from the Training Packages category IMPORTANT: DO NOT ENROLL or TRAIN USING ANY COURSE WHICH HAVE NOT BEEN CODED!! 6. Next we enroll the trainees into from your site into the courses they are required to take. By doing this when a trainee Login they are given a list of their required training which they (or the admin) may find out which are completed and which needs to be completed In this way we can acquire trainee status of training completion and incompletion. The istrator can acquire a complete/incomplete training report for all trainees in the site. Step 1. Login as to your site as the admin

Step 2: In the Site istration menu Click on Users > Accounts > Advanced bulk user actions. The screen (F3) below appears; (F3) Using our SCSsheet we determine the Trainees which are to be enrolled in (a) all courses For example the first 5 Trainees (a) need to take all the courses; (b) the second 5 with the exception of review user (select 4 Trainees) needs to take 4 of the course; and finally (C) the review user need to take only 1 additional course and he is enrolled into 2 courses already. IMPORTANT: DO NOT ENROLL or TRAIN USING ANY COURSE WHICH HAVE NOT BEEN CODED!! Never enroll the into any courses. (b) (a) (c) The enrollment can be perform using any course installed and coded on the system.

Step 3: Select the 5 Trainees which are to take all the courses (click and Highlight) Use the Ctrl key to select multiple trainees Next Click on the Add to Selection button> the Shift Key to Select all trainees. The enrollment can be perform using any course installed on the system. Trainees move to Selected Column

Next in the dropdown menu at the bottom of the page select Enroll into courses and click the Go button the Bulk user enrollment screen appears Use the Ctrl key to select multiple trainees the Shift Key to Select all trainees. The enrollment can be perform using any course installed on the system.

Next select the courses for these Trainees enrollment (left column) (a) and click the Add button courses move THESE COURSES TO THE Selected courses (right column) (b). This is why we put the courses used in the Business segment/unit category from the HSE category after proper coding for ease of enrollment. Use the Ctrl key to select multiple courses Now click the Accept button the Shift Key to Select all courses. The enrollment can be perform using any course installed on the system.

IMPORTANT: DO NOT ENROLL or TRAIN USING ANY COURSE WHICH HAVE NOT BEEN CODED!! Next you confirm your work, then Click the Yes button. appears. Continue screen Tasks Completed for Trainees requiring enrollment for all courses Next, using the same process enroll the remaining trainees into their required courses. Reminder of Trainees and their enrollments below You may need to refresh that is remove previous selection from Enrollment screens (Trainees/ Courses) before doing your next set of trainee enrollments. REMINDER: Using our SCSsheet we determine the Trainees which are to be enrolled in (a) all courses For example the first 5 Trainees (a) need to take all the courses [COMPLETED]; (b) the second 5 with the exception of review user (select 4 Trainees) needs to take 4 of the course; and finally (C) the review user need to take only 1 additional course and he is enrolled into 2 courses already. You may need to refresh that is remove previous selection from Enrollment screens (Trainees/ Courses) before doing your next set of trainee enrollments.

When you Login as you have complete site control. To preview the site information for the Step 1: Login as admin. Step 2: Click the View Certificates>View Issued Certificates This View allows you to see all the Certificates Trainees have issued and may use the buttons to preview different views and download the information in various formats (Text/Excel etc.) Return to Homepage (click Homepage) these items in detail. Step 3: Click on the Exception Report Link then the Download all link Here you can download a report of all completed and Incomplete training by Trainee(s). Step 4: Click the Reports>Ad hoc to see completed and Incomplete training. Each gives varying info such as if a trainee passed the course and forgot to issue a course certificate. (Also in Configurable Reports Bottom Left column ) Step 1: Step 2: Step 3: This Completes Quick Start (QS) Site is ready to train 1. Give Trainee the Training Site Address and their Username and passwords. 2. Have them Watch the First Time Here Help movie 3. Instruct the Trainees to Login and take the courses which appear after login.