Build your employee training and certification.

How to build your employee training and certification

1. 1

   Describe the job

   Keep required training and certificate review dates visible by role.

2. 2

   Review the first version

   Choose how the employee records the role and how the training coordinator reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your employee training and certification

• Keep the role in context

  Keep role, required course, completion source, certificate reference, expiry review and owner together so the next person can understand the request or record.

• When the next step needs a decision

  An employee completed a course but the certificate reference is missing. Keep completion recorded and credential verification outstanding.

• Keep owner visible

  Keep the missing or expired record open for the responsible training reviewer.

• Choose what each person needs

  Give the employee a working view and the training coordinator a review view. Keep role and required course attached to the decision as the work moves between them.