The Training module within Centrik allows you the ability to create qualifications and track validity, or expiry dates across individuals within your organisation.
Individuals must be part of your Centrik contacts before they can be added to the training module, an individual doesn’t require Centrik access, but they must be a contact.
The training module is setup following the below steps.
1. Create the qualifications that you wish to track
2. Add the internal (from your Contacts module) the individuals that you wish to track these qualifications against
3. Adding in validity dates against each of the qualifications, so that you are able to track expiry dates
The Training module generally has more than one subsystem, each subsystem can have its own qualifications, or qualifications can be shared across different subsystems.
Clicking on the Training icon directs you to the landing page of training (the tab that is highlighted denotes the subsystem that you are currently in).
Overall Status
Crew Currency – The area where you can look at a summary list of individuals, within this subsystem, highlighting immediately in date, or expired training
Scheduled Training – A configuration option, this area allows you to view all training that has been scheduled within this subsystem.
Upcoming Expiries – A configuration option, this area allows you to view all individuals with upcoming qualification expiries within this subsystem.
Analysis
Changes – A configuration option, allowing you to view changes to this training subsystem buy taking snapshot views and identifying any changes
Setup
Set-Up – This is where all the qualifications for this subsystem are created
Dashboard
Provides a dashboard overview of this subsystem, highlighting key qualifications (this can be configured via Centrik)
Search
Find Crew Member – A search area where you are able to search for individuals of this subsystem, it provides a quick link to any qualifications too.
There are a number of configuration options available within the training module including terminology changes, although not exhaustible Centrik are able to amend certain res if required.
Qualification Overview
Adding qualifications is achieved via the Set-up button of a subsystems landing page.
1. Click on the ‘Set-Up’ button
(Set-up landing page)
Qualifications – Where qualifications are added
Skills – A configuration option, allows for skills assessment, or competencies to be configured at a system wide level. Skills can then be added to a qualification when it is being created
Cycles – A configuration option, the ability to set cycles
LPC/OPC Checklist – The master checklist for the qualifications of LPC (License Proficiency Check) and OPC (Operators Proficiency Check)
LC Checklist – The master checklist for LC (Line Check)
2. Click on the ‘Qualifications’ button
(Qualifications landing page)
These areas can only be added to, amended, or deleted by Centrik. Clicking on the arrow by each title will expand the box and allow qualifications to be added (with the correct access rights).
Expanding these areas by clicking the arrow.
Skills
1. Click on the ‘Skills’ button
A list of skills is displayed alongside where they apply to (what subsystems they are available in)
1. Clicking on the ‘Edit’ button allows you to amend these skills (if required) and select which subsystem they are applicable to (by checking/un-checking the coloured ticks
2. Click on the ‘Save’ button to save your selections
Although you determine what subsystem it appears in, skills is a system wide setting. Any additional skills can only be added via Centrik
Cycles
Cycles can be configured via Centrik, this includes the number of cycles.
1. Click on the ‘Cycles’ button
2. Clicking on the ‘Edit’ button will allow the Name of the cycle, the Start date of the cycle, and the Months Per Cycle can be amended.
3. Clicking on the ‘Save’ button will lock in your selections.
LPC/OPC Checklist and LC Checklist
The Master Checklists for LPC/OPC and LC are found within the appropriate buttons, both are checklists, and both can be added to, and amended in the same way.
1. Click on the ‘LPC/OPC Checklist’ button
LPC/OPC Example:
An overview page is displayed showing the sections within this checklist, where it applies, and the number of items within each section.
Clicking on the ‘Edit’ button will allow you to rename any current sections, or to change the ordering as you see this checklist, changing the number will re-order the checklist after saving
LC Example:
An overview page is displayed showing the sections within this checklist, where it applies, and the number of items within each section.
Clicking on the ‘Edit’ button will allow you to rename any current sections, or to change the ordering as you see this checklist, changing the number will re-order the checklist after saving
You can add additional sections using the ‘Add’ button, items can be added after selecting a section.
Adding a section to LPC/OPC
1. Click on the ‘LPC/OPC Checklist’ button
2. Click on the ‘Add’ button
3. Input a Section number and a name of the new section
4. Select/Mark the checkbox selection for where this applies
5. Click on the ‘Save’ button
To Remove a Section
1. Click on the ‘Edit’ button
1. Click on the ‘X’ button of the section to be removed
2. Click on the ‘Save’ button
Once the section has been created you need to add some items into that section.
Adding items to a section (LC)
1. Click on the ‘LC Checklist’ button
2. Click on the ‘Add’ button
3. Input a Section number and a name of the new section
4. Select/Mark the checkbox selection for where this applies (LC only option)
To Remove a Section
1. Click on the ‘Edit’ button
1. Click on the ‘X’ button of the section to be removed
2. Click on the ‘Save’ button
Adding items to a section (LPC/OPC)
1. Click on the newly created section, or an existing section
2. Click on the 'Add' button
3. In the pop-up box, enter in an item number (where it will sit within this section), a Title, and any instructions (if required).
4. Select a Grade Range from the available list
5. Select if this is an optional or mandatory item in cycles
6. Click on the ‘OK’ button
Once an item has been created you are able to edit it by clicking on the pencil icon
LPC/OPC allows you to have cycles switched on (configuration required), in this instance you are able to select which cycle you wish to associate to this item.
1. Click on the relevant section (box with a pencil in)
2. Select which cycles you want this item to be checked in
3. Click on the ‘OK’ button
To Remove an item
1. Click on the box with a pencil on it for that item
2. Select the ‘Archive Record’ checkbox
3. Click on the ‘OK’ button
4. Confirm the removal on the system pop-up by clicking on the ‘OK’ button
Adding items to a section (LC)
1. Click on the newly created section, or an existing section
1. Click on the ‘Add’ button
3. In the pop-up box, enter in an item number (where it will sit within this section), a Title, and any instructions (if required).
4. Select a Grade Range from the available list
5. Select if this is an optional or mandatory item in cycles
6. Click on the ‘OK’ button
To Remove an item
1. Click on the box with a pencil on it for that item
2. Select the ‘Archive Record’ checkbox
3. Click on the ‘OK’ button
4. Confirm the removal on the system pop-up by clicking on the ‘OK’ button