Person End User Steps

Each Person record contains the training and certification information for an employee. This information is tracked within the Training Management system to ensure proficiency in various job skills or functions. Person records are usually managed by the training coordinator team (QA Group).

The Training Management application is comprised of the following Person end user steps and actions which may, or may not be required based on your company training process:

User Rights

The following rights must be assigned to a user for that user to manage or view Person records:

Rights Description

PER_SUPERVISOR

Allows the user to view, sign off and modify any person's training and Person record including the Requirements, Certification Information, Job History and Training History folders. It must also be used with the PSN_MANAGE right.

PER_VIEW_SUPERVISOR

Allows the user to view any person's training and Person record including the Requirements, Certification Information, Job History and Training History folders.

PRM_MANAGE

Allows the user to add new person review types, modify existing reviews, or delete reviews.

PRM_VIEW

Allows the user to access person review types to view and select. Only one new type can be added for each Organization and can only be deleted from Local organizations, not from the Global organization.

PSN_ADMINISTRATOR

Allows the user to manage Person records that any manager is assigned to.

PSN_CREATE

Allows the user to create new Person records.

PSN_DELETE

Allows the user to delete Person records.

PSN_MANAGE

Allows the user to sign-off on their employees' training records, edit their employees' Person Detail record and view their employees' Requirements, Certification Information, Job History and Training History folders.

PSN_VIEW

Allows the user to only view their employees' training records and view their employees' Requirements, Certification Information, Job History and Training History folders.

PSS_VIEW

Allows the user to access and view a person's status.

SIGNUP

Allows the user to sign up for training.

SIGNUP_SUPERVISOR

Allows the user to sign up any user for training.

TRN_VIEW

Allows the user to view training sessions.

ROL_MANAGE

Allows the administrator to add new roles, modify existing roles, or delete roles.

ROL_VIEW

Allows the user to access and view roles.

RGP_VIEW

Allows the user to access and view rights groups.

DTN_VIEW

Allows the user to access and view document requirements.

SDC_VIEW

Allows the user to access and view Documents records.

CUR_VIEW

Allows the user to access and view course requirements.

ACR_MANAGE

Allows the user to add roles to or remove roles from a person or actor.

ACR_VIEW

Allows the user to view person or actor roles.

NOTE: See Rights Groups for more information on assigning rights groups to users.

Global vs. Local

Persons belong to one primary organization, but they can be viewed by all users with the appropriate rights and selected from within any organization.

See Also

Person Setup

     

 

 
Friday, March 20, 2020
12:26 PM