Qualification Card Trainers and Evaluators are the personnel who are authorized to rate an employee’s performance on a particular qualification card. This is the person who will print the qualification card, watch the employee perform the tasks on it, and then sign that the qualification card has been completed. As you can see, it is an important process and the correct people must be in place to be able to perform this function.
Depending on the qual's settings you may not need to (or be able to) assign trainers or evaluators. Trainers and evaluators can only be assigned if the Trainer Type or Evaluator Type is set to Manually Selected.
Follow these steps to assign trainers and evaluators to qualification cards:
1.Click on Administration on the Main Menu.
2.Click on the Qualifications tab.
a.You may need to select a different organization from the Filter drop-down menu.
3.Click on the link for the qualification card and then click on the Trainers/Evaluators tab.
4.Click the Assign Trainers and Evaluators menu .
5.Depending on the qual's settings, you can set the trainers and/or evaluators to "Default" or select individuals from a list.
a.You can view the default evaluators by hovering your mouse over the orange number, and you can change them by clicking "Select Default Evaluators" from the drop-down menu next to them.
6.To select trainers or evaluators, use the blue arrow buttons to move them from the "Available Personnel" list to the "Trainers" or "Evaluators" list. When you are done with your selections, click the Done button.