Creating Training Classes using OPS Training Class

Training classes are created as extra work that can be assigned to employees.

Certifications can also be applied to employees through classes.
  1. Open the OPS Training Class screen.
  2. Select the Agency you are creating training classes for.
  3. Select the Division for the training classes.
  4. Enter the Date for the class.
    This must be a day that has been activated but not costed.
  5. Select the Work Sub Type to use for the class.
  6. Enter a Work Name for the class.
    The extra work will be this name followed by a number. The name must not be longer than 10 characters.
  7. Enter the from and to time for the class in the SignOn Time and SignOff Time fields.
  8. In Number Needed, enter the number of employees in the class.
    This number must be greater than 0 and less than 100.
  9. Enter the start and end locations of the class in the From Node and To Node fields.
    These fields may not be available based on the Work Sub Type selected.
  10. To apply a certification for every employee in the class, select Apply Certifications.
    1. Enter the time range the certificate applies for in the From Date and To Date fields.
    2. Select the Certification Type to apply.
      These types are defined in Employee Certification Types ancillary data. If a Training Type was included in the Employee Certification Type you will see a message asking if you want to use that Training Type.
    3. Select the Training Type.
      These types are defined in Employee Training Types ancillary data.
    4. Select the Certification.
      The certification is defined in Employee Certification Statuses ancillary data.
    5. To apply an expiration date, select Apply Expiration Date.
      • Select an Employee Skill. These are defined in OPS Skill Types ancillary data.
      • Enter an Expiration date.
  11. Select Apply.
    A message asks if the values are correct.
  12. Select Yes.
    A grid for assigning employees appears in the lower pane.
    Training Classes with Assignment Grid
  13. Select in the Employee Name column and find an employee to assign to the training.
    You can assign any active employee regardless of their divisions.
  14. Select an empty row in the grid.
    A confirmation message appears.
  15. Select Yes.
    If the employee is assigned to other work at the time of the training class, a Conflicting Work Assignments dialog shows the work. Select OK to create a casual extra work record and certification for the employee and open the work assigned to the employee.