Train a Qualification Card
Train a learner on a task or release them from training.
1.Click on Quick Links on the Main Menu.
2.Click on the Requests tab.
3.Click on the Tasks to Train tab.
4.You can either Train or Release the trainee.
5.Click the Train button. You will be able to view or print an evaluation and, when it is complete, enter comments and sign off on the task at the bottom of the Evaluation (OJE) tab.
a.
Note that the date field is set to today's date by default, but if you need to select a past date for when this task was trained, you can do so by clicking the calendar icon or entering a different date.
6.Upload any related files, if needed.
7.When you are done, click the Submit Task Evaluation button.
8.To Release the trainee, Either click the orange Release All button to release all the trainees listed, or click the Release button to release requests individually.
Evaluate a Qualification Card
Evaluate a learner on a task or release them from training.
1.Click on Quick Links on the Main Menu.
2.Click on the Requests tab.
3.Click on the Tasks to Evaluate tab (a blue badge showing the amount of requests you have will appear).
4.Click the View button. You will be able to view or print an evaluation and, when it is complete, mark the task as Satisfactory or Unsatisfactory, enter comments, and sign off on the task at the bottom of the Evaluation (OJE) tab.
a.Note that the date field is set to today's date by default, but if you need to select a past date for when this task was trained, you can do so by clicking the calendar icon or entering a different date.
5.Upload any related files, if needed.
6.When you are done, click the Submit Task Evaluation button.
a.You can also click the View Multi button to sign off on multiple evaluations on the same screen. To do this, check the "Satisfactory" checkbox for all the passing evaluations, enter your credentials, and then click the Submit Evaluations button.
7.To Release the trainee, Either click the orange Release All button to release all the trainees listed, or click the Release button to release requests individually.
Uploading Related Documentation
Upload any related documentation by either dragging them onto the "Drop files here" field, or click the field to browse for them.
Accepted file types are .pdf, .bmp, .jpg, .png, .bmp
Documents can be added regardless of the status of the evaluation (sat, unsat, incomplete etc), and any number of documents can be uploaded for each tasks qualification process.
These uploaded documents can be viewed from the OJE until it is finished (marked complete or sat and submitted) and afterward can be viewed by clicking one of the VIEW badges from the task qualification summary page from within the qual card or PA.
During training or evaluation, on the OJE, the documents upload widget will be present near the bottom just above the submit evaluation section:
The basic meta information can be seen/edited using the detail button:
The “learner can view option” is defaulted to yes. If the documents need to be hidden from the learner when they view their task qualification information, then the uploader will need to make sure to check the details popup and uncheck that option.
The learner will only be able to view the documents once the qualification for a task is complete enough that the “Details” button appears on their qualification card or performance assessment
Common Error Messages
You may come across one of these common error messages while training or evaluating a qual card:
•Request as Required in Course: This message indicates that this qual card is a placeholder for a corresponding course in which you will be able to request a trainer and evaluator. Use that course instead of this qualification card.
•Unable to Request Evaluator: This message indicates that a request was sent for the same task from some other performance assessment or qual card that has the task on it. If you have started a task in qual or course you must complete it in the same one.
