SoluDyne CAT

CAT Competency Management

CAT enables the company to carry out effective measures focusing on the right skills, goals and measures for each employee.

The steering processes create support for the entire organization, from analysis and strategy development to implementation and follow-up of results.

Net Account

Best Practices & Other Governing Elements

01 - Basic

Organization

B-12144 - Category field on Job Function

The different Job Function Category field lookup values have the following effect:

Manager The Job Function is shown on top of the selected Organization Chart, as Project Manager in figure 1.  Furthermore selecting Manager will give the users that have this Job Function Manager permissions for the users that has the Job Functions in that specific Organization Unit.
Staff The Job Function is shown to the left and right of the vertical line linking the Manager Job Function / Organization Unit shape to the bottom Employee Job Function / Organization Unit shapes in the Organization Chart, as Planner in figure 1.  
Employee The Job Function is shown in the bottom rows of the Organization Chart. 
Not Holding a Position The Job Function is not shown in the Organization Chart.

 

Figure 1. Sample Organization Chart

B-12145 - Employee and Job Function Connection

00 Description
01 Link from Employee to Job Function
02 Link from Job Function to Employee
03 Delete link

00 Description
This Best Practice shows the functionality of linking between employees and Job Functions.

01 Link from Employee to Job Function

The link between an employee and a Job Function can be created in the following manner when the node is in editing mode:

  
  

  1. Select add links or the link-button on the toolbar.
     

02 Link from Job Function to an employee


  

  1. Select Add links, or the link-button on the toolbar.

 

03 Delete link
The link between and employee and a Job Function can be deleted by the following manners:

a) Selecting the delete-button in the node it is being linked from.
b) O
pening the node by clicking on the link-button in the toolbar and deleting it.


a) Selecting the delete-button in the node it is being linked from.


  
b) O
pening the node by clicking on the link-button in the toolbar and deleting it.

  

B-12188 - View Process Ownership

Overview

The Process Ownership tab on Job Function can be used in order to view processes where Job Function is either Owner and/or Responsible.

Prerequisites

  1. Job Functions must be set as Owner/Responsible for relevant Workflows.

Description

  

  1. Klick on Organization in the SoluDyne Expanding Menu.
  2. Klick on relevant organization, e.g. Strat Corp.
  3. Navigate to and click on the job function, e.g. Operations - Coordinator.

  

  1. Klick on the Process Ownership Tab.

  

  1. The job function Operations - Coordinator is Responsible for the process 01 - Evaluate need for Work Permit. The job function is not Owner of any processes.

B-12217 - Creating Organizations, Org. Units and Job Functions

00 Overview
01
Prerequisites
02 Description
03 Example




00 Overview
This Best Practice describes the creation of an organization chart with organization units and job functions.


01 Prerequisites
Create or use existing Job Function Type Register. A new Job Function Type Register can be created by clicking the New button and chosing Job Function Type Register.

  • The Job Function Type is the title that is shown in the Organization chart

  • Job Functions can be used across several Organizations and Organization Units.

 

02 Description
Organization, organization unit, job functions can be created and set up in SoluDyne.

03 Example


   

  1. Create an Organization by clicking the New button on SoluDyne Toolbar.
  2. Click new Register 
  3. Click new organization.


 

  1. Click OK.


 

  1. Navigate to page 2.


 

  1. Type Org. name.
  2. Fyll inn type. Fill out type
  3. Publish.


 

  1. Navigate to the created organization which exists under Organization in the expanding menu.
  2. Select new node.
  3. Select Organization Unit.


 

  1. Navigate to page 2


 

  1. Enter name.
  2. Enter type.
  3. Publish.


 

  1. Navigate to the created organization unit.
  2. Select new node.
  3. Click on Job Function.


  

  1. Enter Job Function Code 
  2. Enter Type
  3. Enter Category.
  4. Enter Title.
  5. Publish.
  • ''Stillingskode'' Shows the Organization
  • Type shows ''stillingstype''
  • Kategori viser posisjonen til stillingen. Category shows the position of the job function.




  

  1. Navigate to an employee.
  2. Enter the correct job function for the employee by using the tree. This can also be done by using Add Links.

 


  

  1. Publish. 

B-12743 - Temporary Organization

00 Overview
01 Description

02 Example

00 Overview

This Best Practice describes how to use the temporary Organizations, Organization Units and Job Function in Org. Charts in SoluDyne.

01 Description

An Organization, Organization Unit or Job Function can be made temporary by selecting a predefined type for the corresponding shape in the Organization Chart.
 
The shape types are:
  • "Shape Type8 White Temporary" for Organization
  • "Shape Type9 White Temporary" for Organization Unit
  • "Shape Type10 White Temporary" for Job Function

02 Example

How to make an Organization temporary:

  1. Open the Organization Chart for edit.
  2. Select the Organization shape in the Chart.
  3. Select "Shape Type8 White Temporary" in the Type field of the Properties window.
  4. Save the data. 

  
Figure 1. A temporary Organization.

B-12745 - Multiple Organization Chart Levels

00 Overview
01 Description

02 Example

00 Overview

This Best Practice describes how to enable multiple levels in Organization Charts in SoluDyne.

01 Description

It is possible to have expanded charts for Organizations and Organization Units.
The default level  to which charts are expanded is controlled via the "Org Chart: Expanded Levels" system setting.
Possible values are:
  • 0 (charts are not expanded)
  • any number from the 1 - 999 range. For example, "2" will result in showing 2 additional levels in an Organization Chart.

It is also possible to specify an individual expansion level for an Organization or Organization Unit. It will override the value of the system setting. It is necessary to clear "Expanded Levels" field for a Chart to make it inherit the default value from the system setting (see Figure 1).

A Chart with a large number of Organization Units and Job Functions may result in overlapping the Horizontal holder with shapes. Such a situation can be avoided by setting minimal distance between the top border of the chart and the topmost shape. It is specified in the "Org Chart: Vertical offset of the topmost shape" system setting (see Figure 2).

02 Example

How to set the expansion level for an Organization:

  1. Ensure that the "Org Chart: Expanded Levels" system setting is enabled.
  2. Open an Organization for editing
  3. Navigate to the Organization Chart.
  4. Click on an empty place in the Chart. The Chart properties will be displayed in the Properties window. 
  5. Set "Expanded Levels" to the needed value.
  6. Save the Organization.

  
Figure 1. Specifying individual "Expanded Levels
" setting for an Organization.

  
Figure 2. Vertical offset of the topmost shape in an Organization Chart.

B-13306 - Customization of Organization Unit Title on Organization Charts

Overview
This Best Practice describes how to customize Organization Unit title on Organization Charts in SoluDyne.

Prerequisites
User must have Administrator privileges to change SoluDyne System Settings.

Description
By default Organization Unit Manager Job Function is displayed as a Title for Organization Unit on Organization Chart. There are several System Settings to change the Title. All SoluDyne System Settings are described in 06.19 - SoluDyne System Parameters

  • PublishedShapeTitle. Default value is SHAPE. In case of TREE value the Tree Title of Organization Unit is shown on Organization Chart in Published mode. In case of SHAPE value the value depends on Org Chart: Organization Unit Name parameter.
  • EditableShapeTitle. Default value is SHAPE. In case of TREE value the Tree Title of Organization Unit is shown on Organization Chart in Edit mode. In case of SHAPE value the value depends on Org Chart: Organization Unit Name parameter.
  • Org Chart: Organization Unit Name. Default value is Manager. In case of Name value Organization Unit Title is displayed. In case of Manager value the Manager Job Function Title is shown. In case of several Manger Job functions only one is shown which is the first after alphabetical sorting. Note! This parameter is used only if SHAPETITLE parameter for Organization Unit Class is not overridden.

  

  1. Login in SoluDyne and open Expanding Menu. 
  2. Click on System. 
  3. Click on SoluDyne Administration.
  4. Open System Configuration Form.

  

  1. Find Org Chart: Organization Unit Name parameter in Grid. If there is no such parameter create a new one. Change the value to Name in case of Organization Unit Title should be displayed on Organization Charts.
  2. Make sure there is no parameters PublishedShapeTitle and EditableShapeTitle or there values are SHAPE.
  3. Click on Save button.
  4. Clear Server Cache to apply new parameters values.
  5. Log off and Log in again.

Personnel

B-11700 - Create New Employee User

Overview
Employee users are added as child nodes below an Employee Register or Employee Group directly from the tree. Group membership, password and status is controlled by administrators on the Access Administration tab.

Prerequisites

  1. Must be logged in as a user that has permission to add new employees, and has access to the Access Administration form.
  2. There must already exist and existing Employee Register. See B-13211 - Example - Creating a new Employee Register.
  3. The current user must have permission to login as another user.
  4. Login validation must be set to Standard Login or NTLM to be able to log in as newly created user.

Description

Create new employee under Personell Register:

  1. Navigate to Personnel - Employee register e.g. Strat Corp.
  2. Right click and select New Node and Employee.
  3. Enter employee no, first name, surname, user name (Windows user name), email and any other available information in Employee Information tab. If, Employee No is not available then use user name. See figure 1.
  4. Select Job Function if Job Functions has been added to the organization chart.
  5. Open Access Administration tab and select user group and set a password. See figure 2.
  6. Save and publish.

 
Figure 1 - Employee Information

  1. Click on the Employee Information tab to open the form.
  2. Verify that the Employee No field is mandatory.
  3. Fill in Employee No, First Name, Surname and User Name.
  4. Click Save on the toolbar.


 
Figure 2. Access Administration

  1. Click on Access Administration tab.
  2. Verify that User Name is the same as entered in step 6.
  3. Verify that Status is set to Active.
  4. Select User Group.
  5. Change the password of the user according to B-98765 Change user Password.

B-11794 - Image on Employee

00 Overview
This Best Practice describes how to modify an Employee's image in SoluDyne.

01 Example

 

  1. Select Personnel in the Expanding Menu.
  2. Select an Employee Register under Personnel.
  3. Select an Employee. 

 

  1. Go to the Employee Information form and switch it into the Edit mode if it is published.

 

  1. The neutral image is displayed for an Employee if Gender is not selected.

 

For selecting the default male image:

  1. Select Male in Gender.
  2. Save the form.
  3. The default male image will be displayed.

 

For selecting the default female image:

  1. Select Female in Gender.
  2. Save the form.
  3. The default female image will be displayed.

 

  1. For adding a file with a custom image scroll down to the bottom and click on Add files.

 

  1. Click Browse.
  2. Select a file with image.
  3. Upload the file to SoluDyne.

 

For specifying a custom image from a file:

  1. Select Image as picture source.
  2. Select the needed file in the drop-down list.
  3. Save the form.
  4. The selected custom image will be displayed.

 

For deleting the current custom image and returning the default one:

  1. Select the empty value from the drop-down list.
  2. Save the form.
  3. The default image corresponding to the Employee's gender will be displayed.

 

For specifying a custom image from a URI:

  1. Select URI as picture source.
  2. Type a URI in the source field.
  3. Save the form.
  4. The selected custom image will be displayed.

 

For deleting the current custom image and returning the default one:

  1. Clear the URI source.
  2. Save the form.
  3. The default image corresponding to the Employee's gender will be displayed.

 

For refreshing the current user image in the Workqueue gadget:

  1. Show the Gadget Panel by clicking on the arrow button in the top-right corner.
  2. Open the Gadget settings.
  3. Select Workqueue in the list of available gadgets.

 

  1. Expand the Gadget panel.

 

  1. Refresh the content of the Workqueue gadget by clicking on the Refresh button.
  2. The up-to-date image for the currently logged user will be displayed.

B-12124 - Employee Forms

00 Overview
01 Description

00 Overview

This Best Practice describes how to fill in Employee Forms in SoluDyne. Also it explains what additional Print Reports are available when operating with Employees.

01 Description

SoluDyne Employee Forms contain all Information, related to some particular Employee. By default any SoluDyne User is able to see following Forms in Read Only Mode:

  • CV Form - represents Employee CV related Information. See B-12125 - Filling in the CV about how to fill in Employee CV. See B-12126 - Printing of CV about how to print Employee CV.

Employee himself also see following extra Forms:

  • Employee Information - contains Generic Employee Information
  • Development Plan & Goal (Read-Only) - shows Employee Development Goal and Goal Contract Info
  • Competence (Read-Only) - shows all info about Employee Competences
  • Certifications (Read-Only) - shows all info about Employee Certifications
  • Licenses (Read-Only) - shows all info about Employee Licenses
  • Stamps (Read-Only) - shows all info about Employee Stamps
  • Courses (Read-Only) - shows all info about Employee Courses
  • GAP (Read-Only) - shows difference between current Employee Competences and the Competences, required from him by associated Job Function(s)
  • Password - allows User to change his/her Password, used for SoluDyne System. See B-12158 - Filling in Password  about how Employee can change a Password
  • Employees also have writeable access to standard CV Form

Employee Manager are able to see following extra Forms:

  • Development Plan & Goal - contains Employee Development Goal and Goal Contract Info. See B-12151 - Filling in Employee Development Plan & Goal about how to fill in Employee Development Plan & Goal
  • Competence - contains all info about Employee Competences. See B-12152 - Filling in Competence about how to fill in Employee Competences 
  • Certifications - contains all info about Employee Certifications. See B-12127 - Apply for Approval & Authorization about how to manage Employee Certifications
  • Licenses - contains all info about Employee Licenses. See B-12153 - Filling in Licenses about how to fill in Employee Licenses
  • Stamps - contains all info about Employee Stamps. See B-12154 - Filling in Stamps about how to fill in Employee Stamps
  • Courses (Read-Only) - shows all info about Employee Courses.
  • GAP (Read-Only) - shows difference between current Employee Competences and the Competences, required from him by associated Job Function(s)
  • Employee Managers also have writeable access to standard CV Form

Users of HR User Group are able to see following extra Forms:

  • Employee Information - contains Generic Employee Information
  • Development Plan & Goal - contains Employee Development Goal and Goal Contract Info. See B-12151 - Filling in Employee Development Plan & Goal about how to fill in Employee Development Plan & Goal
  • Competence - contains all info about Employee Competences. See B-12152 - Filling in Competence about how to fill in Employee Competences
  • Certifications - contains all info about Employee Certifications. See B-12127 - Apply for Approval & Authorization about how to manage Employee Certifications
  • Licenses - contains all info about Employee Licenses. See B-12153 - Filling in Licenses about how to fill in Employee Licenses
  • Stamps - contains all info about Employee Stamps. See B-12154 - Filling in Stamps about how to fill in Employee Stamps
  • Courses - contains all info about Employee Courses. See B-12155 - Managing Employee Courses about how to manage Employee Courses
  • GAP - shows difference between current Employee Competences and the Competences, required from him by associated Job Function(s)
  • Users of HR User Group also have writeable access to standard CV Form

Users of Competence Admin User Group are able to see following extra Forms:

  • Employee (Read Only) - represents Generic Employee Information
  • Competence - contains all info about Employee Competences. See B-12152 - Filling in Competence about how to fill in Employee Competences
  • Certifications - contains all info about Employee Certifications. See B-12127 - Apply for Approval & Authorization about how to manage Employee Certifications
  • Licenses - contains all info about Employee Licenses. See B-12153 - Filling in Licenses about how to fill in Employee Licenses
  • Stamps - contains all info about Employee Stamps. See B-12154 - Filling in Stamps about how to fill in Employee Stamps
  • Courses - contains all info about Employee Courses. See B-12155 - Managing Employee Courses about how to manage Employee Courses
  • GAP - shows difference between current Employee Competences and the Competences, required from him by associated Job Function(s)

Users of Quality User Group are able to see following extra Forms:

  • Employee (Read Only) - represents Generic Employee Information
  • Competence - contains all info about Employee Competences. See B-12152 - Filling in Competence about how to fill in Employee Competences
  • Certifications - contains all info about Employee Certifications. See B-12127 - Apply for Approval & Authorization about how to manage Employee Certifications
  • Licenses - contains all info about Employee Licenses. See B-12153 - Filling in Licenses about how to fill in Employee Licenses
  • Stamps - contains all info about Employee Stamps. See B-12154 - Filling in Stamps about how to fill in Employee Stamps
  • GAP - shows difference between current Employee Competences and the Competences, required from him by associated Job Function(s)
  • Employee Settings - allows to specify Employee Operator and to associate him/her with the Organization(s). See B-12156 - Filling in Employee Settings about how to manage Employee Settings

Users of Admin User Group are able to see following extra Forms:

  • Employee Information - contains Generic Employee Information
  • Development Plan & Goal - contains Employee Development Goal and Goal Contract Info. See B-12151 - Filling in Employee Development Plan & Goal about how to fill in Employee Development Plan & Goal
  • Competence - contains all info about Employee Competences. See B-12152 - Filling in Competence about how to fill in Employee Competences
  • Certifications - contains all info about Employee Certifications. See B-12127 - Apply for Approval & Authorization about how to manage Employee Certifications
  • Licenses - contains all info about Employee Licenses. See B-12153 - Filling in Licenses about how to fill in Employee Licenses
  • Stamps - contains all info about Employee Stamps. See B-12154 - Filling in Stamps about how to fill in Employee Stamps
  • Courses - contains all info about Employee Courses. See B-12155 - Managing Employee Courses about how to manage Employee Courses
  • GAP -  shows difference between current Employee Competences and the Competences, required from him by associated Job Function(s)
  • Employee Settings - allows to specify Employee Operator and to associate him/her with the Organization(s). See B-12156 - Filling in Employee Settings about how to manage Employee Settings
  • Users of Admin User Group also have writeable access to standard CV Form

When any of Employees Form are opened additional Print Reports are available in Print Menu, accessible via Print Button on Main Toolbar:

  • Course History - provides Course History Information related to selected Employee. See B-12159 - Printing Employee Course History about how to print Employee Course History
  • Employee Summary - provides Employee Summary Information. See B-12160 - Printing Employee Summary about how to print Employee Summary Information
  • Certification Report - Provides Detail Report regarding selected Employee Certifications. See B-12161 - Printing Employee Certification Report about how to print Employee Certification Report

B-12125 - Filling in the CV

Definitions
Best Practice
00 Overview
01 Description
02 Sample Session

00 Overview

This Best Practice describes how to fill in CV in SoluDyne.

01 Description

CV Form contains following fields to be filled in:

  • Education - grid field where Education related Information (Period, Place, Type and Description) to be documented
  • Work Experience - grid field where Work Experience (Period, Place, Type and Description) to be documented
  • Language - grid field where Language skills (Period, Language, Language Skill) to be documented
  • Course - grid field where passed Courses Information (Start, End, Course, Description) to be documented
  • Projects - grid field where Projects Information where this Employee participated in (Period, Place, Description) to be documented
  • Skills - free form text field where additional Skills to be documented
  • Other - free form text field where any Additional Information, related to this Employee to be documented
  • Attachments - grid field where any External Files related to this Employee may be attached
  • References - grid field where this Employee Reference Contacts Information (Last Name, First Name, Organization, Job Function, Mobile, E-Mail) to be documented

02 Sample Session

 
Fig.1:
Employee CV Form

B-12126 - Printing of CV

00 Overview
01 Description
02 Sample Session

00 Overview

This Best Practice describes how to print CV in SoluDyne.

01 Description

In order to print some Employee CV it is necessary to open required CV and to press Print This Form Item in Print Menu available under Print Button on Main Toolbar. CV may be previewed and layout adjusted if necessary in Print Preview Dialog before it is printed.

02 Sample Session

 
Figure 1 -
 Print This Form Item in Print Menu available under Print Button on Main Toolbar

 
Figure 2 - Printed CV (Print Preview Dialog)

B-12150 - Filling in Employee Information

00 Overview
01 Description
02 Example

00 Overview

This Best Practice describes how Authorized Users can fill in Employee Summary Info.

01 Description

Following User Types are authorized to fill in Employee Summary Info in SoluDyne:

  • Employees themselves
  • Members of HR User Group
  • Members of Admin User Group

All of them can fill in Employee Summary Info on Summary Info tab. This form contains following fields to be filled in:

  • Employee Image - image field where Employee Photo to be added/changed
  • Employee No - text field where Employee No to be changed
  • First Name - text field where Employee First Name to be documented
  • Surname - text field where Employee Surname to be documented
  • User Name - text field where Unique User Name to be changed
  • Short Name - text field where Employee Short Name to be documented
  • Date of Birth - calendar field where Employee Date of Birth to be documented
  • Place of Birth - calendar field where Employee Place of Birth to be documented
  • Gender - selector field where Employee Gender to be documented
  • Employed Since - calendar field where Date when Employee was hired to be documented
  • Employment Type - lookup field where Employee Employment Type to be documented
  • Business Address - text field where Employee Business Address to be documented
  • City (Business) - text field where City part of Employee Business Address to be documented
  • Postal Code (Business) - text field where Post Code part of Employee Business Address to be documented
  • Country (Business) - text field where Country part of Employee Business Address to be documented
  • Job Function - lookup field where Main Employee Job Function to be documented
  • Cost Center - text field where Employee Cost Center to be documented
  • Location - lookup field where Main Employee Location to be documented
  • Phone Business - text field where Employee Business Phone to be documented
  • Mobile - text field where Employee Business Phone to be documented
  • Fax No - text field where Employee Fax No to be documented
  • E-Mail - text field where Employee E-Mail to be documented
  • Web - text field where Employee Web to be documented
  • Phone Private - text field where Employee Private Phone to be documented
  • Home Address - text field where Employee Home Address to be documented
  • City (Home) - text field where City part of Employee Home Address to be documented
  • Postal Code (Home) - text field where Postal Code part of Employee Home Address to be documented
  • Country (Home) - text field where Country part of Employee Home Address to be documented
  • Job Functions - grid field where additional Employee Job Functions can be edited
  • Comments - text field where any additional comments, related to selected Employee, may be documented
  • Links - grid field where any information in SoluDyne System, related to selected Employee, may be linked
  • Attachments - grid field where any external documents, related to selected Employee, may be attached

 
02 Example

 
Figure. 1 Employee Information Form

B-12151 - Filling in Employee Development Plan & Goal

00 Overview
01 Description
02 Sample Session

00 Overview

This Best Practice describes how Authorized Users can fill in Employee Development Plan & Goal

01 Description

Following User Types are authorized to fill in Employee Development Plan & Goal in SoluDyne:

  • Managers
  • Members of HR User Group

All of them can fill in Employee Development Plan & Goal on Development Plan & Goal tab. This form contains following fields to be filled in:

  • Development Plan - grid field where Employee Development Plans to be added 
  • Attachments - grid field where Employee Goals to be added

02 Sample Session

 
Fig.1: Employee Development Plan & Goal Form

B-12152 - Filling in Competence

00 Overview
01 Description
02 Sample Session

00 Overview

This Best Practice describes how Authorized Users can manage Employee Competences

01 Description

Following User Types are authorized to manage Employee Competences in SoluDyne:

  • Managers
  • Members of HR User Group
  • Members of Competence Admin User Group
  • Members of Quality User Group
  • Members of Admin User Group

All of them can manage Employee Competences on Competences tab. This form contains following fields to be filled in:

  • Show All Competences - flag field, specifying if all Competences available in the System will be shown in Competences grid (when checked on) or only currently specified for selected Employee (when checked off)
  • Show Certifications - flag field, specifying if Certifications will be shown in Competences grid (when checked on) or only Competences (when checked off)
  • Competences - grid field where Competence Levels to be selected

02 Sample Session

  
Fig.1: Competence Form

B-12153 - Filling in Licenses

00 Overview
01 Description
02 Sample Session

00 Overview

This Best Practice describes how Authorized Users can document Employee Licenses

01 Description

Following User Types are authorized to document Employee Licenses in SoluDyne:

  • Managers
  • Members of HR User Group
  • Members of Competence Admin User Group
  • Members of Quality User Group
  • Members of Admin User Group

All of them can document Employee Licenses on Licenses tab. This form contains following fields to be filled in:

  • Licenses - grid field where Licenses to be documented

02 Sample Session

 
Fig.1: Licenses Form

B-12154 - Filling in Stamps

00 Overview
01 Description
02 Sample Session

00 Overview

This Best Practice describes how Authorized Users can document Employee Stamps

01 Description

Following User Types are authorized to document Employee Stamps in SoluDyne:

  • Managers
  • Members of HR User Group
  • Members of Competence Admin User Group
  • Members of Quality User Group
  • Members of Admin User Group

All of them can document Employee Stamps on Stamps tab. This form contains following fields to be filled in:

  • Stamps - grid field where Stamps to be documented

02 Sample Session

 
Fig.1: Stamps Form

B-12155 - Managing Employee Courses

00 Overview
01 Description
02 Sample Session

00 Overview

This Best Practice describes how Authorized Users can manage Employee Courses

01 Description

Following User Types are authorized to manage Employee Courses in SoluDyne:

  • Members of HR User Group
  • Members of Competence Admin User Group
  • Members of Admin User Group

All of them can manage Employee Courses on Courses tab. This form contains following fields to be filled in:

  • Course Comments - text field where any Courses related additional info may be added
  • Requested Courses - grid field where Employee Requested Courses to be added

02 Sample Session

 
Fig.1: Employee Courses Form

B-12157 - Access Administration

Overview
This Best Practice describes how Authorized Users can manage Employee System Access.

Prerequisites
Following User Types are authorized to manage Employee System Access in SoluDyne:

  • Members of Admin User Group.

All of them can manage Employee System Access on Access Administration tab. This form contains following fields to be filled in:

  • User Name - text field where User Name may be changed.
  • User Group - lookup field where User Group for selected Employee may be specified.
  • Status - lookup field where User may be activated/deactivated temporary or permanently.

Description

 

  1. In order to edit Employee System Access open Access Administration tab of Employee node.
  2. User name should be filled in and saved before any other changes are done.
  3. When User name on new or existing Employee is inputted and saved Change Password button becomes available on a form. Change Password dialog is shown when it is pressed.

 

  1. New password may be inputted into Enter new password text field.

 

  1.  New password to be inputted twice in order to avoid any typos.

 

  1. When both text fields contain the same password Change Password button becomes available.
  2. Password change is completed after Change Password button is pressed and Change Password dialog is closed.

B-12158 - Filling in Password

00 Overview
01 Description
02 Example

00 Overview

This Best Practice describes how users can manage their System Password.

01 Description

All User Types are authorized to manage their System Password on Password tab. This can be done on the Access Administration-tab. 

02 Example


  

  1. Select Change Password.

  

  1. Type in the new password and select 'Change Password'.

  

The password is now changed.

B-12159 - Printing Employee Course History

00 Overview
01 Description

02 Sample Session

00 Overview

This Best Practice describes how to print Employee Course History in SoluDyne.

01 Description

In order to print some Employee Course History it is necessary to open this Employee Node and to press Course History Item in Print Menu available under Print Button on Main Toolbar. Course History may be previewed and layout adjusted if necessary in Print Preview Dialog before it is printed.

02 Sample Session

 
Fig.1: Course History Item in Print Menu available under Print Button on Main Toolbar

 
Fig.2: Printed Course History (Print Preview Dialog)

B-12160 - Printing Employee Summary

00 Overview
01 Description
02 Sample Session

00 Overview

This Best Practice describes how to print Employee Summary in SoluDyne.

01 Description

In order to print some Employee Summary it is necessary to open this Employee Node and to press Employee Summary Item in Print Menu available under Print Button on Main Toolbar. Employee Summary may be previewed and layout adjusted if necessary in Print Preview Dialog before it is printed.

02 Sample Session

 
Fig.1:
 Employee Summary Item in Print Menu available under Print Button on Main Toolbar

 
Fig.2: Employee Summary (Print Preview Dialog)

B-12161 - Printing Employee Certification Report

00 Overview
01 Description
02 Sample Session

00 Overview

This Best Practice describes how to print Employee Certification Report in SoluDyne.

01 Description

In order to print some Employee Certification Report it is necessary to open this Employee Node and to press Certification Report Item in Print Menu available under Print Button on Main Toolbar. Employee Certification Report may be previewed and layout adjusted if necessary in Print Preview Dialog before it is printed.

02 Sample Session

 
Fig.1:
Employee Certification Report Item in Print Menu available under Print Button on Main Toolbar

 
Fig.2: Employee Certification Report (Print Preview Dialog)

B-12302 - When a user is inactive/employee quits - Checklist

Overview

This Best Practice describes actions to consider when users/employees (hereby called user) are no longer active in SoluDyne. These actions are important to perform in order to ensure that no nodes remain in the inactive user's work queue.

Prerequisites

Access to the following reports/drilldowns:

  • DP101 - Request for Service / Overview - Activity
  • D120 Active Comments / Change Requests
  • Report: Status QIRs
  • Drilldown D113 Owner
  • Drilldown D114 Responsible

Description

A report/drilldown should be created on the items below to get an overview of all nodes which are located in the inactive user's workqueue. The nodes should be moved to an active user. 

 Item  Description   Link to Best Practice 
 Activities  Check which activities that are assigned to the user. This is done by creating a drilldown. Note: It is possible that activities are assigned to the user on a later stage, and therefore are forwarded to the user in the future.   B-13383 - Overview of Activities assigned to a user
 QIR  Check which QIRs that are present in the user's work queue. This is done by creating a drilldown.  B-13386 - Overview of QIR's assigned to a user

 Comment/Change

 Check which Comment / Change requests that are present in the user's work queue. This is done by creating a drilldown.  B-13384 - Overview of Comments / Change requests assigned to a user
 Owner  Check which documents that have the user (not role) as owner. This is done by creating a drilldown.  B-13381 - Find all documents where the user is the Owner
 Responsible  Check which documents that have the user (not role) as responsible. This is done by creating a drilldown.   B-13382 - Find all documents where the user is the Responsible

If an employee quits, and there is no replacement for the position, the position can be set to Not hold a position in order to hide the position in the organizational chart, and move Owner/Responsible nodes to new position/employee for this position.

B-13064 - Creating a Employee Register

Best Practice
00 Overview
01 Description
02 Example

00 Overview

This Best Practice describes how to add a Employee Register in SoluDyne.

01  Description

The employee register is used to store the organizations employee records. It is created by adding a new register.

02 Example

  

  1. Click the New button.
  2. Select New Register.
  3. Select Employee Register.

NOTE: Use the scroll bar to the right to scroll down if required.

 

  

  1. Click OK

 

  1. Fill in the required fields on the form.
  2. Save or publish.

Required Fields:

  • Title - Short descriptive name

 

 

  1. Example of the new, published employee register.

04 - CAT

CAT Gadget

B-12090 - Using SoluDyne CAT Gadget

The SoluDyne CAT Gadget provides easy access to the SoluDyne CAT functionality. It is one of the SoluDyne Gadgets on the SoluDyne Gadget Panel. General use of SoluDyne Gadgets is described in B-12088 - Using SoluDyne Gadgets.

The SoluDyne CAT Gadget contains links to some entries in the SoluDyne System. The content of the SoluDyne CAT Gadget depends on the profile of the current User; some links are shown for all the users, others are only visible for Managers. The following Links are available for all users:

  • My Personal Record - opens the Employee Record for the current user.
  • My Competencies - opens the Competence form for the current user.
  • My Certificates - opens the Certification form for the current user.
  • My Courses - opens the Course form for the current user.
  • My Development Plan and Goal - opens the Development Plan and Goal form for the current user.
  • My CV - opens the CV form for the current user.

Managers also see the following links:

  • My Employees - opens a list showing the employees that the current user has in his / hers Organization Unit.
  • Manager Report - opens the Competence Perspective Dashboard


Figure 1 - CAT Gadget. Some links are available for all users. Additional ones are available for Managers only.

Certification

B-12243 - SoluDyne CAT - Certification

Content

00.00 Definitions
01.00 General Description
02.00 The Certification process for Authorization or Approvals
02.10 Creating an application form for Authorization or Approvals
02.20 Assigning Employees for Authorizations or Approvals
02.30 How to fill out the Application for Authorization/Approval Form.
02.40 Receipts
02.50 Standard Form
03.00 Expiring Certificates and Alarm
03.10 Expired Certificates
03.20 Delete of Certificates

04.00 Certification Home Page
05.00 History
06.00 Alarms
07.00 Reports
08.00 All Data
09.00 Extra Requirement


00.00 Definitions

Certificates

A common name in this document for Authorizations, Approvals and Licenses.

Competence

The ability to perform a specific and defined task.

Authorization

A competence with time constraints. There are high demands on fulfilling all requirements for being authorized.

Approval

A competence with time constraints. There are high demands on fulfilling all requirements for being approved.

Extra requirements

Additional requirements that employees must fulfill in order to be Authorized or Approved. Dependencies can be created between Extra Requirements and Approval/Authorizations.

License

A personal document issued for Aircraft Technicians by the national aviation authority.

First issued

Date first issued.

Certification date Last update of a certification.
End date

Date when an Authorization, Approval, License or an Extra requirement will expire.

Alarm

Each approval, authorization and license has got an alarm date, prior to the end date, when an alarm will appear in the Workqueue.

Quality Assurance

An internal organization that follow up on internal- and external rules and regulations.

Quality Control A user profile within the system.

History

All registrations and changes regarding certificates are stored as a log file, including when, why and who made the change.

 

01.00 General Description
A certificate is a critical competence or a permission that must be valid before performing work of significant importance. These types of work can be depending on rules set by; authorities, internal quality manuals or both - depending on the type of industry.

A certificate is in this document defined as a general name for Authorizations, Approvals and Licenses. For follow up and control of Authorizations and Approvals there is a specific role or user profile, Quality Control that is responsible for the administration.

Because of the importance of these certificates they are only valid for a predefined maximum period of time before it must be reevaluated. Authorizations and Approvals can also have dependencies to other requirements (extra requirements). If one of these dependencies is no longer fulfilled, the system will automatically notify those who are affected. All certificates can have an individual date of expiry. The alarm function will notify not only the Quality Control and the employee about the expiring certificate but more important the Manager. The indication will be visible on the alarm list on the individualized Work queue. The purpose of the alarm function is to be able to perform actions in time before the certificate expires.

The Manager are responsible to see to that his or her employees got the right training and fulfills other demands for obtaining the certificates that the employees need for performing their job. When managers request an Authorization or Approval by filling in the electronically form for an application, for an employee, it is the Quality Controls duty to check and verify that everything is according the rules and regulations before acting on the request. The system handles renewals and terminations of certificates and logs every transaction with the possibility to register why the transaction was performed. The system fulfills all demands about traceability.


02.00 The Certification process for Authorizations and Approvals
The certification process involves four steps:

Application
Evaluation
Decision
Result and receipt 

The certification process is a loop, from Manager to Quality Controller then to Hold, with receipts to the Employee and the Manager. The process bellow can be found in the system on the Expanding Menu / Processes.

Seven different states can occur:
·         Application
·         Receipt
·         Evaluation
·         Accept
·         Valid
·         Rejected
·         Receipt


Figure 1 - Certification Process
 
The actions in the process are controlled by user rights. The active roles and user groups for the Certification Process is: Manager, Quality Control and Employee. The Manager can create new applications. Quality Control can evaluate and accept or reject applications. The Employee will only have read permission and the option of signing receipts for his certificates.

Users who need access to any of the steps in the workflow must be linked to the role (functional band), either through employee or job function.

02.10 Creating an Application Form for Authorization or Approvals
Users with Manager access rights have the right to create an Application for Authorizations or Approvals. 

The Manager can either choose to make an Application with a Request for a New Authorization or Approval, a Renewal or Termination of an existing Authorization/ Approval.

The new Button on the toolbar creates new applications when selecting the "A1 Certification" option from the top menu.

   

Figure 2 -  Application for Certification

The Manager can complete the Application form by selecting the right Employee and the right Authorization or Approval.
It is possible to type part of a name, or number and use the look-up function (the binocular icon) in order to find the right information.

 

Figure 3 -  Application form

A verification of the requirements for the Authorization or Approval can be made by a click on the link beside the selected Authorization or Approval (marked by red square).  A control to find out if the employee fulfills the requirements can be done by a click on the link (marked by red square).

02.20 Assigning Employees to an Authorization or Approval
All Applications that are signed by Managers are found in the Workqueue for those users that have Quality control access rights.

Open A-1 Certification on the Workqueue
 

Figure 4 -  Certification workqueue

Click on the Application you want to evaluate.

 

Figure 5 -  Certification evaluation form

Decide and select:
- Accept or Reject of a new application for Authorization or Approval.
- Renew or Delete an existing Authorization or Approval.

When evaluating the Application it is possible to check prerequisites for the Authorization or Approval and if the applicant fulfills the requirement. The check of requirements and prerequisites can be made by a click on the title of the Authorization or Approval responsible the name of the employee. 

When setting the Valid date, the date for "Valid to" and "Alarm Date" are set. 

Assigning, renewal or termination of employees Authorizations or Approvals can be made directly by Quality Control without accepting or denying an application form. By editing the / Personnel / Employee form on the Authorizations & Approvals Tab.

Click on the Approval or the Authorization you want to update.  On the Employee / Certification view it is possible to process an Application as well as adding Authorization and Approval to the selected current employee.

 

 

 Figure 6 -  Employee certification form

02.30 How to fill out the Application for Authorization/Approval Form
The Request can be filled out on the Authorization/Approval Form after having set the Authorization, click on the Pencil Icon positioned on the right hand side of the Authorization or Approval grid list.

As soon as a new application has been created, the Manager will be able to fill in the fields; Valid From, Valid To, make a Comment and Choose a Title and then type in the Signature.  When the Form is complete, type the Signature and click on the Save Button on the Floating Toolbar, and the Application will go to Quality Controller.

A Renewal or Delete of an existing Authorization/Approval can be done on the Authorization & Approval Form by using the Icon on the right side of the Authorization/Approval grid list to edit if it is not already in edit mode.

 

Figure 7 - Edit of Employee Approval/Authorization

When the form is filled and finalized, the Quality Controller can type his or her Signature and use the Save button on the Floating Toolbar. When signing and enter the Save Button, the Authorization/Approval will be pushed to the next step in the workflow.

 

Figure 8 - Sign and Save  


It is also possible to edit Applications from the Certification homepage by a search on applications or from the Quality Control's Workqueue.
 

 
 
 
 
 
 
 
 

02.40 Receipts 
A receipt is directed to the Manager and the Employee involved in the Application.
When an Application has been evaluated, a receipt will appear in the Work queue of the Employee and the Responsible Manager.

A click on the receipt will open the Receipt Form, showing the result of whether it is approved or not. The User must sign and save the receipt in order to make it disappear from the Workqueue.

 


 

Figure 9 - Receipt  

2.50 Standard Form
When the Certification node is accessed by a user that does not have the right to edit the current step a default Standard read-only form will display. This form resembles the receipt form without the signature field.

 

 
Figure 10 - Standard form

03.00 Expiring Certificates
When a certificate has reached the Alarm Date, a new node will appear in the Workqueue under Expiring Certificates. The information is available for Quality Control as well as the Responsible Manager and the Employee that holds the certificate.

Figure 11 - Expiring Certificates
 
Edit of the expiring certificate in the Workqueue will bring up a form for Delete or Renewal.


 

Figure 12 - Alarm for expiring certificates

The Responsible Manager
can choose to request a renewal
, or request the Authorization or Approval to be deleted. The manager will also have the option New, when trying to renew an already expired node. This will leave the option for the Quality Control to renew an already expired node or to create a new one.

Status sets which type the new request is, Request Renew or Request Delete.

The Signature inside the Grid List allows the user to confirm the new application and send it to Quality Control; the request will have the same location, certification date and approval/application as of the original request. This new request will go through the administrative process again, and both the manager and employee will receive a receipt when it has been handled by Quality Control.  

The steps when Certificates are about to expire or are expired, are:

- Expiring Certificates (Alarm list):  A predefined number of months before a certificate expire, the holder of the certificate will appear in the Workqueue.
- Expired Certificates:  Certificates that not are handled before the end date (Valid to) ends up under this node.

If the Responsible Manager signs the Form, the item will be removed from the Expiring Certificates (Alarm Section) of the Work queue and from the Certification Alarm list, seen below.

  

 Figure 13 - Alarm for expiring certificates

 

03.10 Expired Certification

When a Certification has reached the expiry date and has not been renewed, it will appear in the Workqueue under Expired Certificates.  


 

Figure 14 - Expiring certificates

A click on the Expired Certification can open the form. Quality Control can now process the expired Authorization or Approval.

03.20 Delete of Certification
To delete a Certificate it is possible for Quality Control to enter the employee page and use the delete function.  

The performed delete transaction will be stored in the History log. 
  
  

Figure 15 - Delete

04.00 C
ertification Home Page
Using the Certification Home Page, the user can register several Applications for Authorization/Approval
Create New Certification(s) Button on the Certification Home Page creates a new application.  Data preset in the filter fields above the Create/Search and Clear buttons will be filled into each new Application created.  The Number of Rows field controls the number of applications created.  Quality responsible can use the Certification Home Page to approve applications and renew or delete Authorizations/Approvals. The fields above the Create/Search and Clear Buttons can then be used to filter the Authorizations/Approvals list shown on the bottom of the page.

 

Figure 16 - Certification search

The Certification Home page can also be used to create new Authorizations or Approvals.

 

Figure 17 - Creating new certifications

05.00 History
When signing and save, or by using the Publish Button on the Floating Toolbar, a new history record is made, which can be found under Certification History Drill-down.
A new History record is created every time a click is done to open the row with the Pencil Icon under the Status field.
The Certification History can be found in the Expanding Menu.  Once the data has been filtered, click on one of the icons in the drill-down tree, and the resulting History list will be shown on the right hand side of the screen.

To access the History, click on the Certification History icon and either:

- Open the Filter and filter one or more of the available criteria.
- Start expanding the drill-down tree until the wanted level/filter has been found.

 

Figure 18 - Certification history

It is not possible to make changes of the history and It is not possible to delete a transaction in the history log.
 

06.00 Alarms
DA100 Certification Alarms (See section about Expiring Certificates, Alarm).

Certification Alarms will pop up in the Work queue.  Opening the alarm item reveals a form for renewing or deleting the accompanying authorization or approval.  Certification Alarms also has a drill-down in the Expanding Menu.  To access the Alarm list, click on the Alarm icon and either:

Open the Filter and filter one or more of the available criteria.
Start expanding the drill-down tree until the wanted level/filter has been found.

Once the data has been filtered, click on one of the icons in the drill-down tree and the resulting Alarm list will be shown on the right hand side of the screen.


Figure 19 - A

07.00 Reports
General Reports

To print out reports based on the data and form shown in the right hand window of the screen, click on the Print button on the top toolbar. The options shown will variate depending on what class and form has been selected.

If an item (Authorization, Approval, License or Stamp) has been selected, the Print button menu will show:

Print this Form
Print Forms
Print Tree

If a list (Alarm List or History List) from a drill-down has been selected, the Print button menu will show print this Report.

Specific Reports

If a specific report with a specialized layout is to be printed out, this can be found on the bottom of the Print button menu for each item (Authorization, Approval, License or Stamp) or list (Alarm List or History List).


08.00 All Data
For each of the classes defined in the Certification module, Authorization, Approval, License or Stamp, a drill-down with all items and data can be found.  The drill-down is made available for Admin users, in order for the admin to be able to check what information that exists in the system

09.00 Extra Requirement
The extra requirement list contains all prerequisites that are required before Authorizing or approving an employee. 
The extra requirement needs to be obtained by the employee before it is possible to approve an additional Authorization or Approval.
When changing the requirements for existing areas there is a control that will show the existing authorized employees.
The control allows to adjust or deny the extra requirements. 
Each extra requirement has a validity time and an alarm time that will send the expiring requirement to the Workqueue.

B-12377 - Request Certification

00 Oversikt
01 Forutsetninger
02 Description
03 Example

00 Overview

This Best Practice describes the Certification Request functionality in SoluDyne.

01 Prerequisites:

1. The user has a job function of the Manager type.

2. The user has appropriate "Valid for Org" settings for requesting a new Certification for an Employee.

3. The user has employees listed under My Employees.


02 Description

1. Open My Employees and All Certifications. Select Certifications and Request Certification.
 
2. Fill in appropriate information and click save.

3. Log in as user with organization set to receive A-1 for the user selected under item 1. 

03 Example

1. Open My Employees and All Certifications. Select Certifications and Request Certification



2.
Fill in appropriate information and click save.

3. Log in as user with organisation set to receive A-1 for the user selected under item 1.

B-12889 - Creating an Authorisation / Approval Register

00 Overview
01 Description

02 Example

00 Overview

This Best Practice describes how to create an Authorisation / Approval register in SoluDyne.

01 Description

To create an Authorization / Approval Register:

  1. Select New on the SoluDyne toolbar.
  2. Select New Register.
  3. Navigate to 3301 Approval / Authorisation Register and select it.
  4. Fill in all the required information for the register, including:
    1. Title
    2. Owner and Responsible.
  5. Save or publish.

02 Example

 
Figure 1: 3301 Approval / Authorization Register under the register list.

B-12890 - Adding an Authorization / Approval Group

00 Overview
01 Description

02 Example

00 Overview

This Best Practice describes how to add an Authorisation / Approval Group in SoluDyne.

01 Description

  1. Navigate to the relevant Authorization / Approval Register.
  2. Right click on the register. Select New Node; select Authorization / Approval Group.
  3. Fill in all the required information in the editor field.
  4. Save or publish.

02 Example

 
Figure 01: Select 3302 Approval / Authorization Group after right clicking on the Register.

B-12891 - Adding an Authorisation or Approval

00 Overview
01 Description

02 Example

00 Overview

This Best Practice describes how to add an Authorisation or Approval functionality in SoluDyne.

01 Description

  1. Navigate to the relevant Authorization / Approval Register.
  2. Navigate to the relevant  Authorization / Approval Group.
  3. Right click the group and select New Node; Select Authorization or Approval.
  4. Fill in all the required information in the editor field.
  5. Save or publish.

NOTE: Groups can be added under Groups for further categorisation.

02 Example

  
Figure 01: Right click on the Group and Select either 3303 Authorization or 3304 Approval.

B-12892 - Requesting Certification

00 Overview
01 Description

02 Example

00 Overview

This Best Practice describes how to request certification in SoluDyne.

01 Description

It is possible for either the employee or the employee's manager to request an Authorization or Approval.

As a prerequisite, the specific Authorization or Approval required needs to be added to the Authorization / Approval register, as what can be requested is linked to the register in a drop down menu on the employee node, under the Certifications tab.

  1. Navigate to the employee node under Personnel in the expanding menu.
  2. Select the relevant employee.
  3. Put the node in edit mode.
  4. Select the Certifications tab.
  5. Choose the required Authorization or Approval from the dropdown menu.
  6. The Request Certification button will now become active. Click this button.

A more detailed authorization or approval item will now become available.

  1. Select the Valid From and Valid to dates.
  2. Add a description in the free text field if required.
  3. Check the box Send Request.
  4. Save.

02 Example

 
Figure 1: On the employee node, open the Certifications tab; select the relevant Authorization or Approval from the drop down menu and click the request certification button.

 
Figure 2: A more detailed authorization or approval item; fill in the required fields and save.

Competence

01 - Competence: Registers, Groups and Items

B-12146 - Creating a Competence Register

00 Overview
01 Description
02 Example

00 Overview

This Best Practice describes how to add a Competence Register in SoluDyne.

01  Description

The competence register is used to store the firms required employee and/or job function competencies. It is part of the SoluDyne CAT module. It is created by adding a new registry. The process owner and responsible must be added in each competence register.

02 Example

  1. Click the New button.
  2. Select New Register.
  3. Select Competence Register. NOTE: Use the scroll bar to the right to scroll down if required.
  4. Fill in the fields on the form:
    1. Title - Short descriptive name
    2. Owner - Fill in Job Function or Employee that is the owner of the register.
    3. Responsible - Fill in Job Function or Employee that is the responsible of the register.
  5. Save or publish.


 

Figure 1. Create New Competence Register from the New button.

 

Figure 2. Give the New register a title and fill in Owner/Responsible.

 

Figure 3. Save or publish.

B-12859 - Creating a Competence Group

00 Overview
01 Description

02 Example

00 Overview

This Best Practice describes how to add competence groups in SoluDyne.

01 Description

Competence groups are added under competence registers in SoluDyne. They can be added either from the Competence Register form or from the tree.

Groups can be added under groups for more detailed classification.

02 Example

  1. Open the Competence Register.
  2. If the Competence Register is published, click the Edit button to put it in edit mode.

A competence group can be added either by:

  1. Clicking Add 3202 Competence Groups to add a new Competence Group OR;
  2. Right-clicking on the Competence Register node; selecting New Node; selecting Competence Group.
  3. Fill in the fields of the Competence Group:
  4. Publish or save.



 

Figure 1. Competence Register.

 

Figure 2. Adding Competence Group.

 

Figure 3. Adding title and publish.

B-12860 - Creating a Competence

00 Overview
01 Description

02 Example

00 Overview

This Best Practice describes how to add competencies in SoluDyne.

01 Description

Competencies are added under competence groups in SoluDyne. They can be added either from the Competence Group form or from the tree.

It is also possible to add competencies by using Table Import. The latter is particularly useful when competencies are available as in a tabular format, such as an Excel spreadsheet.

02 Example

  1. Navigate to the relevant Competence Group.  
  2. Right-click on the Competence Group node or click Add New where the new Competence is to be added.
  3. New Competence node is added to the Competence Group.

NOTE: Comptence groups are located under Competence in the SoluDyne expanding menu.

Fill in the fields of the Competence form:

  • Competence ID - Competence code to separate similarly named competences between different groups.
  • Competence Name - Short descriptive name of the competence.
  • OJT - On the Job Training - click if the competence is gained through on the job training.
  • Owner - Fill in the owner of the Competence Groups.
    NOTE: This is automatically inherited from the parent node.
  • Responsible - Fill in the responsible of the Competence Group.
    NOTE: This is automatically inherited from the parent node.
  • Description - Description of the Competence.
  • Level 1-4 - Short name for the given level.
    • e.g Novice, Intermediate, Advanced and Expert
  • Action 1-4 - Describe the conditions required to for the given competence level.
  • Courses 1-4 - Add links to courses that increase the given competence level.

Save or Publish. 

  

Figure 1. Navigate to a Competence node and set in Edit-mode.

  

Figure 2. Fill in appropriate Fields.

  

Figure 3. Publish node.

02 - Job Function Competence Requirements

B-12147 - Select Competencies for Organization Unit

00 Overview
01 Description
02 Example

00 Overview

This Best Practice describes how to add competencies to an Organization Unit in SoluDyne.

01 Description

As a first step, competence group(s) must be linked to Organization Units. Only after this link is established can particular competence requirements be added to specific job functions within the organizational unit. This is the best way of linking during the initial set up of Competence requirements for a Organization Unit.

02 Example
  1. Navigate to the required Organization Unit
  2. Select the Organization Unit
  3. Navigate to page 4, or select the Competence tab (tabs are visible from page 2).
  4. If the node is published, click on Edit to be able to make changes
  5. Select which Competence Groups apply to the Organization Unit.
  6. Save or Publish.

 

 

Figure 1. Location of Org / Org Unit.

 

Figure 2. Competence Tab.

 

Figure 3. Save or Publish.

B-12862 - Setting Competence Requirements on Job Functions

00 Overview
01 Description

02 Example

00 Overview

This Best Practice describes how to define Competence Requirements on Job Functions in SoluDyne.

01 Description

Competence requirements per job function are administered from the competence tab in the Job Function node.

Competences must be linked to organization units before competence requirements can be set for the job functions. See B-12147 - Add Competencies to Organization Unit for more information.

02 Example

  1. Open the Expanding Menu.
  2. Select Organization.
  3. Navigate to the location of the Job Function in the tree by clicking on the plus button before the names of the Organization and Organization Units.
  4. Click on the Job Function to open it.
  5. Click on the Competence Requirements tab.
  6. Ensure the tab is in edit mode.
  7. Select the Competence Group in the drop-down
  8. Set the required levels for each of the Competences shown in the list
  9. Save or publish. 


 

Figure 1. Competence Requirements are set on each Job Function. Navigate to Org / Org. Unit.

 

Figure 2. Choose competencies from drop down menu.

 

Figure 3. Set the required levels for each of the Competences.

03 - Managing Employee Competencies

B-12148 - Managing Employee Competencies

Overview

This Best Practice describes how to managing competencies for the individual employee in SoluDyne.

Employee Competencies are managed on the Employee node.

The Competence form contains a list of all required and held competencies for the employee, listed by Competence Group.

The relevant columns are:

  • Competence - Name of the Competence
  • Current Level - The employee's current level
  • JF Req - Any Competence Requirement from the employees Job Function

Description

 

  1. Navigate to the employee.
  2. Click on the Employee name to open the Employee node.

 

  1. Select the Competence tab.
  2. Ensure the node is in edit mode.
  3. To view all competences, check the "Show all Competences" box. If this is not checked, only competences linked to the job function will be visible. Checking this option is useful when adding additional competences that are not part of the job function.

 

  1. Expand the competence menu to view the competence register.
  2. Set the employees current level by clicking on the stars in the Current Level column.
  3. Save or publish.

    NOTE: If the employee is linked to a Job Function, the required competence level per competence for the job function will show in the "JF Req" column. This is also reflected in the pink shading on the star icons.
    For additional information on filling out competence, see B-12152 - Filling in Competence.

04 - Competence GAPs & Drilldowns

B-13058 - DC200 Available Competences

00 Overview
01 Description
02 Example

00 Overview

This Best Practice describe the functionality for DC200 Available Competences Drilldown in SoluDyne.

01 Description

The DC200 Available Competences Drilldown shows all the competencies that are registered in the system. Is is possible to search and filter on the following:

  • Type
  • Competence Group
  • Competence ID
  • Competence Name

The Drilldown report has the following columns:

  • Type
  • Competence ID
  • Competence Name
  • Description
  • Action 1
  • Action 2
  • Action 3
  • Action 4
  • Alarm Period (Months)
  • Validity (Months)
  • Competence Group

02 Example

  1. Navigate to Competence in Expanding Menu
  2. Click on DC200 Available Competences
  3. Fill in some text for search/filter
  4. Sort the filter by drag & drop or use Arrows
  5. Press Filter button
  6. Expand results by clicking +-button, or click directly on filterresult.

B-13059 - DC201 Competences Drilldown

00 Overview
01 Description
02 Example

00 Overview

This Best Practice describe the functionality for DC201 Competences Drilldown in SoluDyne.

01 Description

The DC201 Competences Drilldown shows the competencies Connected to Organization, Org. Unit and employees. The following Search and Filter options are available:

  • Organization
  • Org. Unit
  • Employee ID
  • Employee Name
  • Competence Group
  • Competence
  • Comp Level

The Drilldown report has the following columns:

  • Organization
  • Org. Unit
  • Employee ID
  • Employee Name
  • Competence Group
  • Competence
  • Comp Level

02 Example

  1. Navigate to Competence in Expanding Menu
  2. Click on DC201 Competences Drilldown
  3. Fill in some text for search/filter
  4. Sort the filter by drag & drop or use Arrows
  5. Press Filter button
  6. Expand results by clicking +-button, or click directly on filterresult.

B-13060 - DC202 Course Competence Increase

00 Overview
01 Description
02 Example

00 Overview

This Best Practice describe the functionality for DC202 Course Competence Increase Drilldown in SoluDyne.

01 Description

The DC202 Course Competence Increase Drilldown shows the competencies connected to courses. The following Search and Filter options are available:

  • Competence Group
  • Competence
  • Course No
  • Course Name
  • Start Date From / Start Date To
  • To Level

The Drilldown report has the following columns:

  • Competence Group
  • Competence
  • Course No
  • Course Name
  • Event ID
  • Start Date
  • From Level
  • To Level

02 Example

  1. Navigate to Competence in Expanding Menu
  2. Click on DC202 Course Competence Increase Drilldown
  3. Fill in some text for search/filter
  4. Sort the filter by drag & drop or use Arrows
  5. Press Filter button
  6. Expand results by clicking +-button, or click directly on filterresult.

B-13061 - DC204 GAP Drilldown

00 Overview
01 Description
02 Example

00 Overview

This Best Practice describe the functionality for DC204 GAP Drilldown in SoluDyne.

01 Description

The DC204 GAP Drilldown shows the GAP in required Competence level and current Competence Level. The following Search and Filter options are available:

  • Organization
  • Org. Unit
  • Competence
  • Employee
  • Competence Group
  • Competence

The Drilldown report has the following columns:

  • Competence Group
  • Organization
  • Competence
  • Org. Unit
  • Competence Type
  • Employee
  • Requirement Source
  • Source Type
  • Comp Level
  • Goal
  • GAP

02 Example

  1. Navigate to Competence in Expanding Menu
  2. Click on DC204 GAP Drilldown
  3. Fill in some text for search/filter
  4. Sort the filter by drag & drop or use Arrows
  5. Press Filter button
  6. Expand results by clicking +-button, or click directly on filterresult.

B-13062 - DC205 GAP Summary

00 Overview
01 Description
02 Example

00 Overview

This Best Practice describe the functionality for DC205 GAP Summary Drilldown in SoluDyne.

01 Description

The DC205 GAP Summary Drilldown shows the GAP in required Competence level and current Competence Level and summarize the GAP for the chosen filter options. The following Search and Filter options are available:

  • Organization
  • Org. Unit
  • Competence Type
  • Source Type
  • Competence Group
  • Competence

The Drilldown report has the following columns:

  • Competence Group
  • Competence
  • Organization  
  • Org. Unit
  • Competence Type  
  • Source Type
  • GAP
  • Total Gap 

02 Example

  1. Navigate to Competence in Expanding Menu
  2. Click on DC205 GAP Summary Drilldown
  3. Fill in some text for search/filter
  4. Sort the filter by drag & drop or use Arrows
  5. Press Filter button
  6. Expand results by clicking +-button, or click directly on filterresult.

B-12242 - SoluDyne CAT - Competence

Content
 

00.00  Definitions  
01.00  General Description
02.00  Competence Register
03.00  Competence Group
04.00  Register a Competence Group

05.00  Add Competence
06.00  Job Function Requirement
07.00  Employee Competences
08.00  Available Competences
09.00  Competence DrillDown
10.00  Course Competence Increase Drilldown

00.00 Definitions 

Competence Know how to perform a specific task
Competence Level SoluDyne use levels from 0 to 4, the higher the level, the higher the Competence Level is
Competence Requirement SoluDyne use levels from 0 to 4, the higher the level, the higher the Competence Requirement is
Job Function Identification and functional description of a position in the organisation
Job Function Requirements Competence Requirements to the Job Function
Organization Requirements Requirements for all employees within an Organization / Organization Unit.

 

01.00 Introduction
The Competence part of the SoluDyne CAT module handles:

  1. Defining Competence Register and Competencies.
  2. Selecting relevant Competencies for Organisations and Organisation Units.
  3. Setting Competence Requirement Level for Job Functions.
  4. Mapping Employee Competence Level
    1. HR
    2. Manager
    3. Employee
  5. Identify Competence GAPs.
  6. Get Action Items.
  7. Search for Competencies.

 

02.00 Define Competence Register and Competencies

02.01 General
In the SoluDyne System, Competencies are stored in Competence Registers, grouped in Competence Areas.

02.02 To create a New Competence Register
To create a Competence Register, click on the New Button on the SoluDyne Toolbar.
Select Registers and click on the Competence Register.
The Form of the new Competence Register will be opened.
Fill in all the fields in the form, save and publish.
Click on the Home button to refresh the Expanding menu.

02.03 To fill in the Competence Register details
Make sure that the Competence Register is in Edit mode. 
Fill in all the fields in the form, save and publish.

02.04 To navigate to a Competence Register
Navigate to the Expanding Menu item named Competence.
Locate the required Competence Register.
Click on the required Competence Register.
The System will open the selected Competence Register.

  
Figure 1 -  Competence Groups in the Competence Register and on the Competence Register form.

02.05 To navigate to a Competence Area or Competence
Either click on the Competence Register node in the treeview or expand the Competence Register by clicking on the plus sign icon in front of the Competence Register.
Continue navigating in the Competence Register until the required Competence Area or Competence is found. 

02.06 To create a New Competence Area
Either right click on the Competence Register node and click on New->New Competence Area, or open the Competence Register form or Competence Area form and click Add Competence Area.
In the Form of the new Competence Area Fill in all the fields, save and publish.

02.07 To create a New Competence
Either right click on the Competence Area node and click on New->New Competence, or open the Competence Area form and click Add Competence.
In the Form of the new Competence Area Fill in all the fields, save and publish.

02.08 To fill in Competence form correctly
Open the Competence form.  Make sure it is in Edit Mode.
Update Competence Id, Name and Description.
Fill in the Level 1 to Level 4 fields with the description of each level.  The Level fields is used to describe what each Competence Level 1 to 4 means; example Novice, Certified ,Expert, Instructor.
Fill in the Action 1 to Action 4 fields.  The Action fields is used to describe what Actions can be taken, or what is required, to lift the employee's competence up to the specified Level.
Add Courses that will bring the employee competence up to the required level. Add courses by clicking on Add Course on each level.

02.09 To move a Competence Area or a Competence
Open the Competence Register treeview and Drag-n-drop the Competence Area or Competence to a new Competence Area.

 

03.00 Select Competences for Organisations and Organisation Units.

03.01 General
Relevant Competences can be selected for Organisation and Organisation Units.

03.02 To select Competences relevant to the Organisation
Navigate to the Organisation Chart / Register and click on the Organisation node.
Navigate to the Competences page, and make sure the node is in Edit Mode.
Expand the structure in the Competences field and check off the Competences relevant to the Organisation, Save and Publish.

03.03 To select Competences relevant to the Organisation Unit
Navigate to the Organisation Unit and click on the Organisation Unit node.
Navigate to the Competences page, and make sure the node is in Edit Mode.
Expand the structure in the Competences field and check off the Competences relevant to the Organisation, Save and Publish.

04.00 Set Competence Requirement for Job Functions
Navigate to the Job Function and click on the Job Function node.
Navigate to the Competence Requirements page, and make sure the node is in Edit Mode.
In the Competence Requirements field set the Required Competence Level, 0 to 4, for each Competence. Once finished Save and Publish.

05.00 Map Employee Competence Level

05.01 Map Employee Competence Level
Navigate to the required Employee and click on the Employee node.
Navigate to the Competence page, and make sure the node is in Edit Mode.
In the Competences field set the Current Level, 0 to 4, for each Competence. Once finished Save and Publish.

05.02 Perform Employee Competence Self Estimation
Navigate to the Competence form on the Home Page.
 

02.00 Identify Competence GAPs
The Competence Register contains a hierarchical file structure. 

02.00 Get Action Items
The Competence Register contains a hierarchical file structure.

02.00 Competence Register
The Competence Register contains a hierarchical file structure.

03.00 Competence Group
The current structure is presented under each Competence Register. To create Competence Groups under a Competence Register, right click on an exiting register.

 

It is also possible to add Competence Groups by a click on the Competence Register which you want to add groups to.

  
Figure 1 -  The Competence Groups are shown in the Competence Register.    


Use the link, Add Competence Groups, in order to add.

04.00 Register a Competence Group
Adding a Competence Group adds a node (below as a row). The Competence Group Name appears as default Competence Group

 

To be able to register a name of the Group, click on the name of the new Competence Group label.

 

Register a new name instead of Competence Groups. Fill in all fields:

Aircraft type check box, if applicable.  Register Description.  Select Responsible and owner of the competence group by using the dynamic look-up.

05.00 Add Competence
Open a Competence Register by a click on the file structure.

 

Right click if you want to create a new competence, or click on the Competence group you which want to add competence on and use the link Add 3203 Competence. 

 

The new Competence appears as "Competence Name" in the tree structure (as a new row in the competence list).
To be able to edit the competence, click on the created competence node, labeled "Competence Name".  Fill in competence name and additional information including suggested actions and courses that can help employees raise competence on the form below.

  

Use the link Add Course to add Course suggestions on each level of competence.  Select the organization unit you want to set Competence Requirements on.

 

Select an organization from the tree structure by a click on the organization name.

A window with four tabs opens: 0211 Chart, 0212 Organization unit, 0213 Requirements and 0214 Employee Settings.

0213 Requirements
Requirements are set on each organization unit. Requirements are set for the organizational unit. The requirement then applies for every employee within the organization.

Comp/Auth/App Required for Organization unit adds required competence for the organization. After adding the competence requirement it is possible to set required level and requested number of employees.

Comp/Auth/App Required for Employees is the minimum required level of competence for all employees within the organization.

 
Figure 2 - The Employee Competence and Competence GAP

Add Competence Requirement by using the link, Add Comp/Auth/App Requirements for Employee.

Add Requirements by using the link Add Requirements.

06.00 Job Function Requirement
Adding a job function to an Organization can only be done by a right click on the Organization you want to add Job Functions to and then select New Node and 0220 Job Function.

 

 

The Job Function Type created is unique and apply to all organization units it is attached to.

Title and general information about the Job Function is made as notes under the tab 0221 Job Function. Registration of text as type of Job Function then Category is selected.

 

Attach a Job Function to an organization.

Select an organization and right click in order to attach a Job Function Type.

 A new node is attached to the organization. The Type must first be selected from a drop down.

 

On form 0221 Job Function ID is registered and Locations are filled in by a check box scheme.

Requirements for the Job Function are set under 0222 Requirements. The Requirements can be various requirements and competence requirements. Edit mode must be on before changing any requirement.

 
 
 
 
 
 
 

07.00 Employee Competences
Select an Employee. Linking Job Function to an employee is normally done by the SoluDyne import/export program connected to a HR-administrative system. The change can otherwise be performed manually.
Manual change of the Job Function can be done by selecting one of the Job Functions that are attached to the organization using the drop down menu seen below.  

 

 
Figure 3 - The drop down menu is showing the available Job Functions.

 

 

Competence Requirements and additional Requirements are found on each employees competence tab.


 
Figure 4 - The Competence tab of the Employee


Requirements from the Employees Job Function, Organization unit or individual demands are summed-up under each Employees Competence tab. The source of the requirement is visible in the column Requirement Source. Each Employees Competence profile is matched against the Requirements. Adding Competence for validation is done by the link "Add Employee Competence".  The validation is done by selecting between competence level 0 to 4. 


08.00 Available Competences
Available validated competence can be found on the Competence DrillDown. Available Competence provides an overview of the description and suggested actions for raising the competence for a specific area.
 

 
Figure 5 - Available Competence and steps to improvement.
 

 09.00 Competence DrillDown
Search for competence can be done by using the filter option under Competence DrillDown.


Figure 6 - Competence DrillDown

 
10.00  Course Competence Increase Drilldown
Course Competence; monitors Competence and attached Courses that can raise Competence levels.

 
Figure 7 - Course Competence Increase Drilldown

Continuous Training

B-12131 - Continuous Training - Creating a Training Package

00 Overview
01 Description
02 Example

00 Overview

This Best Practice describes how to create and manage Continuous Training.

01 Description

E-Learning / Continuous Training is located under Training in the SoluDyne Expanding menu. The training package is called Continuous Learning in the SoluDyne registry.

Step 1: Establish / Locate a Continuous Learning Register

  • To establish a new registery, click on the New Button on the SoluDyne toolbar, and select 1100 Continuous Training Register.
  • If the required training register is already in place, navigate to it. It is located under training in the SoluDyne Expanding Menu.

Step 2: Establish / Locate a Continuous Learning Node

  • Create a new training node by right clicking on the registry, selecting New Node, and selecting Continuous Training.
  • If the required training node is already in place, navigate to it by expanding the register. To make changes to any node, ensure it is in edit mode.

Step 3: Select the distribution.

  • Click on the button to the right of Distribution. A Distribution window will appear.
  • In the distribution window, select items and save changes on the 4 tabs of the Distribution window (Valid for Org, Asset Type / Competence Area, Valid for Process, Operator).

Step 4: Add a Description

  • Close Distribution window. All the selected Distribution items are shown in Distribution field on Continuous Training node.
  • Fill in the required text in the Description field.

Step 5: Create the Quiz 

  • Add a new question via click on Add Quiz Q&A - Course Developer link either by clicking the quiz button (if active) or navigating to page 2.
  • Click on link icon in row of gridlist to open Quiz question node (Quiz - Course Developer form).
  • Fill in the Question text, Alternatives and Correct Answer fields.
  • Repeat the steps to create some new questions.
  • Publish new created question nodes and the Continuous Training node.

02 Example

   
Figure 1: Example of a Continuous Training Register containing the continuous training node - CAT Exam. The continuous training node is shown in the editor field on the right.

 

 
Figure 2 - Valid for Org tab of Distribution window. Some items are selected.

 
Figure 3 - Asset Type / Competence Area tab of Distribution window. Some items are selected.

 
Figure 4 - Valid for Process tab of Distribution window. Some items are selected.

 
Figure 5 - Operator tab of Distribution window. An item is selected.

 

 
Figure 6 - Distribution field shows items selected in Distribution window. Fill Description field.

 
Figure 7 - Add a question via click on Add Quiz Q&A - Course Developer link.

 
Figure 8 - New question is added into gridlist. Click on icon in the gridlist's row to edit a question.

 
Figure 9 - Fill Question text, Alternatives and Correct Answer on Quiz - Course Developer form.

B-12132 - Receiving a Training Package

00 Overview
01 Description
02 Example

00 Overview

The Best Practice describes how users can pass Continuous Training.

01 Description

Prerequisites:

  • Continuous Training is created in accordance with B-12131 - E- learning - Creating a Training Package.
  • The user matches the criterias of Distribution field configured for given Continuous Training.

E-learning:

  1. Login as the user matching the criterias of Distribution field of the Continuous Training.
  2. Open Workqueue.
  3. Find 1156 Continuous Training Work Queue item for given Continuous Training.
  4. Click on it to open Continuous Training.
  5. On Continuous Training General form: read Description and click on Quiz button to start testing.
  6. Quiz form is shown. Question gridlist shows all the questions of Continuous Training in random order.
  7. Read question and proposed alternatives. Select Answer in radio buttons. Click Save.
  8. If answers are incorrect, then Scope is shown (percentage of correct answers). Notification message says that the test is not passed.
  9. Click Try again button to start the test again.
  10. Quiz form is refreshed. The questions follow in another order.
  11. Try to pass the test again. Select Answers and click Save.
  12. If answers are correct, then Congratulation message is shown. Signature field is shown. Note, it is enough to have 75% correct answers to pass the test.
  13. Sign the passed Continuous Training.

 
Figure 1 - The user that matches the criterias of Distribution field sees the Continuous Training in the Workqueue.

 
Figure 2 - Continuous Training General form. Click on Quiz button to start.

 
Figure 3 - Fill Answers and click Save.

 
Figure 4 - When Scope is 50%, then test is not passed. Click Try again button.

 
Figure 5 - When Score is 75% or more, the test is passed. Signature field is available.

Course

B-12240 - SoluDyne CAT - Course

Content


00.00 Definitions
01.00 General Description
02.00 The Course Home Page
03.00 About the News
04.00 Searches from Course Home Page

Course Development

05.00 Course Register, the most basic node
06.00 Course group, for more fine-grained structuring of courses
07.00 Course
07.10 Course Pricing / Standard Prices
07.20 Course Event
07.30 Competence Values
07.40 Definition
07.50 Syllabus
07.60 Resources
07.70 Part 66
07.80 CR's: Change Requests for the Course
07.90 Training Material
08.00 Course Event

Course Administration

08.10 Basic Event Information
08.20 Participants
08.30 Administration
08.40 Waiting List
08.50 Reservation Management
08.60 Absences
08.70 Course Maintenance
08.80 Syllabus
09.00 Course Description

Course Instructor

10.00 Material Register
11.00 Books

General

12.00 Drilldowns





 00.00 Definitions

Part 66 A regulation for the Airline Industry
CR Change Request
Competence Value Connection of a course to a competence
Syllabus Short list of the course content
      
       

01.00 General Description
The Course Module is a complete module to handle training. There is functionality for Course administrators, Instructors as well as options for manager to request a course event or seats at a course event.


02.00 The Course Home Page
The Course Home page helps employees at all levels to find information about courses. It is possible to find courses that will start as well as status of completed courses and your personal course list. News about courses or general training issues is published by the responsible administrator of training.

 
Figure 1 - The Course tab on the home page.

The Course home page can be set-up according to the needs of the Customer.


03.00 About the News
News can be published by the same category of users that administrate the courses. The "New" button/Create a new Child Node open a new news item. All previous news are presented in a list under the button "News" in the drop-down menu. 

 
Figure 2 - A new News item is created from the New button.

The news form is filled out starting with title. Title will appear as heading of the news. Summary is a short description of the news.

 
Figure 3 - An article from the News Register is about to be published.

 

Publishing of news can also be done by entering the news register, right click and then select the option 1110 News.

Label the title of the News, select date and register your name as author of the news. 

Summary of the news is a short description of what the news is about, the summary will show on the front page of the course home page.

The text field news is the complete description about the news with text and images, to enter the complete news text you need to click on the news title on the course homepage. The news status can be set as current or broadcast. Current will publish the news, Broadcast will distribute the particular news to all users work queue. Historic and out dated is used for old news, select of historic will place the news on the bottom of the news list, out dated will remove the news from the homepage but still store it in the news register

 
Figure 4 - News on the Course home page 

News in full text the can be viewed by a click on each news heading.
 

04.00 Searches from the Course Home Page 
The course homepage provides information about current status about my course events, booking status and waiting list.

Search from the course home page can be made on five variables, course group, course name course number, start date from and start date to.

Options to search also exist in the Course Drill-down, open Show Filter and use the search options.
The search result ends up under Active or Inactive courses.

 
Figure 5 -  The Filter in the Course Drill-down


 

05.00 Course Register, the basic "node"
In SoluDyne it is possible to register several Course Registers. This option makes it possible to create separate registers i.e. for different course providers. Use the "New" button and select Course Register.


Figure 6 - A Course Register is created from the New button.

Name the Register so other users easily can identify the Register.

06.00 Course group, for more fine-grained structuring of courses
Under each Course Register it is possible to create Course groups. Right click on the Course Register node and select Course Group.


Figure 7 - New course groups is created by right clicking on the course register node.

 

07.00 Course 
Creating courses attached to a Course group can be done by using the same principle as creating a Course group.


Figure 8 - Course is created under course group.

The option of creating courses and additional course groups also exist when opening a course group by a click on an existing group.


Figure 9 - Adding of course group and course.

Adding a course to a course group adds a new node with the label: Course Code - Course Name.
In order to label the new course the new course must be in edit mode, that is done by a click on the new node. 


Figure 10 - The new course can be named by clicking on it

Select the tab Course and change "Course Code" and "Course Name" to the right name and ID.


Figure 11 - The course tab for changing of course code and course name. 

07.10 Course Pricing / Standard Prices
Adding of the price of the course is done on the Course form. It is possible to add price per seat as well as the price for a full course. It is possible to add multiple prices for various options depending on the customer.

 
Figure 12 - Different prices can be added.

07.20 Course Event
Adding of course event can be done continuously over time.

Figure 13 - Adding of course events

Set Start Date, End Date, Status and Location. For booking of Course participants the Course event must be put in edit mode, use the icon on the left side of the Course event row that you want to edit. (Add of participants 08.20)

Possible Status mode for a course event:
- Requested
- Denied
- Unconfirmed
- Locked - if the event is locked for bookings
- Completed
- Cancelled

07.30 Competence Values
Some courses can be associated with a competence. By connecting a course to one or several competencies the connection can be used for showing suggestions of actions on how to rise the competence level for a certain type of competence. Courses can also be accepted for raising the level of competence as soon as a course is completed for a course participant. It is possible to select one or several competences that the course will affect the level of competence.

Select edit before adding a Competence, use "Add Competence Value". When a new row is presented the icon to the left must be put into edit mode. Select the competence area that correspond to the course, if it is applicable add From Level and To Level.

 

  
Figure 14 - Select Add Competence Value to add a new competence.


07.40 Definition
Each course ID must have a definition about the course in text. The definition is divided into Introduction, objectives and prerequisite. 

 
Figure 15 - The course is defined with Introduction, objectives and prerequisite.


The definition about the course is used for managers, administrators, instructors and participants as information about the scope of the course before enrolment of course participants. The Definitions are set-up as templates under the node Course Description. The Course Description has four variables: Content, Extent, Category and Level. When the variables are combined the result appear as pre defined text that work as suggestion for the description of the specific course. The text can be modified to fit the specific course without affecting the template. The text with or without modifications must be saved and published to connect to the course.


Figure 16 - The four variables of the Course Description.

Course Description also has three text fields: Introduction, Objectives and Prerequisite.
The definition is stored as a template. When a new course is registered the template appears when the combination of Content, Extent, Category and Level are selected.
Set the Examination Method by selecting among the predefined options in the drop-down menu.
Set the course to full or reduced mode

07.50 Syllabus
Syllabus is a short list of the course content.


Figure 17 - Use add Syllabus to add content to the course.

Use add Syllabus to add content to the course. It is possible to copy the content from another course by using the button "Copy Syllabus from Course"

07.60 Resources
Some courses needs "on the job training". Real Aircrafts need to be booked in order to perform training.  
Use Add Aircraft to add a booked Aircraft and the organization that own the Aircraft.  Simulator bookings are added if necessary, use the link Add Simulators.  Other resources that should be attached to the course, use Add Resources.


Figure 18 - Booking the training resources

07.70 Part 66
The regulation for categorizing courses are made on the tab Part 66.


Figure 19 - Part 66

07.80 CR´s: Change Requests for the Course
Changes of the Course content or any other major change of the Course, as i.e additional resources or change of the duration - require a note in the change log. Each change must be approved before it is implemented. This means that the change must be approved before the changed course is held for the first time. The Change Request is made by the Course Responsible manager or by Course Development staff.


Figure 20 - In the change log the Syllabus can be changed.

07.90 Training Material
Adding of material is easy, Add Material and Add Books.


Figure 21 - Material and Book can be added in the Training Material.

08.00 Course Event
Editing a registered Course event is done by the icon on the left side of the Course Event row.


Figure 22 - The icon to the left in the Course Event row is used to edit a Course Event.


08.10 Basic Event Information
When the Course event is in Edit mode it is possible to register additional information about the course event such as Classroom and Confirming the Course Event, marked by a red on the image below.


Figure 23 - Confirmation of the Course Event

08.20 Participants
Adding Participants to the Course Event can be done one by one or several at the time if a Customer is selected first and the button Add Multiple Participants Now.  


Figure 24 - One or more participants can be added.


Adding Multiple Participants opens up several new rows for the option of entering Course Event participants. 

Figure 25 - When selecting Add Multiple Participants Now opens up several new rows for participants. 

Possible Status mode:
- Requested
- Order
- Optioned
- Waiting list
- Approved
- Invitation sent
- Participating
- Completed
- Not completed


08.30 Administration
Adding Materials to the Course Event is done on the Tab Administration together with assigning Course Manager, CRI, Assessor and Examiner. 


Figure 26 - The Administration tab for adding Material, Course Manager, CRI, Assessor and Examiner.

08.40 Waiting List
Adding Waiting list is done by the button Add Waiting List Item. Participants on the Waiting List must be added manually. 


Figure 27 - The Add Waiting List Item button at the bottom of the Waiting List tab. 


08.50 Reservation Management
Reservations are depending of existing Customer Orders. If no order exist, it is possible to create a new order by the button "Create New Order". Orders are generally created under the menu option: Customer.


Figure 28 - Creating a new order on the Reservations Management tab.

08.60 Absences
The instructor uses the Absence list for making notes about the participants absence during the course. Too much absence may lead to complementary lessons or result in that the participant will not pass the course.


Figure 29 - The Absence list for making notes about the participants absence.

08.70 Course Maintenance
Course Maintenance is used to adjust Competence levels for participants that passed the course, if there are connections established between a Course and a Competence.


Figure 30 - Adjustment of the Competence levels for participants that passed the course.

08.80 Syllabus
A Syllabus can be copied from the Course, Generate Syllabus Now, or specified for this particular Course event, Add Syllabus.

 
Figure 31 -  The Syllabus can either be copied or added.



09.00 Course Description
Course Description Templates are created on the "New button".


Figure 32 - The Course Description Template.

The Course Description Templates can also be edited from the Course Description node. 



Figure 33 - Editing the Course Description Templates from the Course Description node.

By setting the Content, Extent, Category and Level and register text, - Introduction, Prerequisite and Objective specific templates are created.  The templates are collected  when setting the definition of the course (see chapter 07.40).  


Figure 34 - Templates are created based on Content, Extent, Category, Level and register text.

10.00 Material Register
Defined in separate document. N/A

11.00 Books
Defined in separate document. N/A

12.00 Drilldowns
Drilldowns are used for finding information. There are drilldowns for:


DC100 Course Booking
DC101 Course Drilldown
DC102 Course Event Drilldown
DC103 Course Competence Drilldown
DC104 Course Competence Drilldown
  

B-12244 - Material Register

Content

0.00   Definitions
1.00   General Description
2.00   How to create a new Material Register
3.00   Location of the Material Register
4.00   How to create a new Material Category
5.00   How to create a new Material
6.00   How to add Files to Material
7.00   How to add Files over the Internet
8.00   Adobe PDF Generation
9.00   Material Category Listing
10.00 How to handle a Change Request (CR)
11.00 Access

 

0.00 Definitions

Edit/Publish: The state of a document node. It is not possible to do any modifications to a node that is in published mode. When a node is in editable node, it can be modified.


1.00 General Description

The Material Register is used to store training material. The Register consists of three levels:

 

Material Register

Material Category

Material

 

Material Register is the top-level element. The Material Register can be found in the Expanding Menu.

 

Material Category is used for sectioning the Material Register to make it easier for the user to navigate. It is possible to add a new Material Category in the tree structure, underneath existing Material Categories. This makes it easy to create several levels in Material Register.

 

Material is the level where training material is uploaded and displayed. New Material items can be created by dragging a file onto a Material Category. New Material items can also be created in the tree structure, underneath a Material Category tree item, by right clicking on the Material item.

 

 

 

2.00 How to create a new Material Register

A new Material Register can be created, by clicking on the New button on the SoluDyne Toolbar and selecting the 3120 Materials Register item in the menu.

 


Figure 1- A new Material Register is being created from the SoluDyne Toolbar

 

The new Material Register must be given a title and be assigned an Owner. This is done in the form that appears when creating a new Material Register. The Owner can be found by either writing the name and clicking on the Drop Down Search button to the left, or by clicking on the Drop Down Tree button in the middle. 

 


Figure 2 - The Material Register is given a Title and being assigned an Owner. 

 

The Link button on the right is a link to the Owners Employee Information.

 

The text in the Title field will be used as the Title of the Register in the Expanding Menu. Commit the changes for the new Material Register by clicking Save and then Publish on the Floating Toolbar.


Figure 3 - The Save and Publish button

 

 

 

 

 3.00 Location of the Material Register

All Material Registers, including the one just created, can be found in the Expanding Menu under Course.

 


Figure 4 - The Material Register from the Expanding Menu.

 

4.00 How to create a new Material Category

A Material Register can be structured using one or more Material Categories. Materials cannot be added to the register before at least one Material Category has been created. Right click on a Material Register in the Expanding Menu, and select the New Node ¿ 3121 Material Category item, to create a new Material Category.

 

 Figure 5 - A new Material Category is being created from the Expanding Menu.


The new Material Category form is now available. Enter a name for the new Material Category in the Material Category field and save the Register by clicking Save and Publish on the Floating Toolbar.

 

 


Figure 6 - The Material Category is given a name.

  

5.00 How to create a new Material

Materials can be added to a Register provided that at least one Material Category exists. Right click on the Material Category in which to add the new Material and select New Node ¿ 3122 Material.

 

 

 Figure 7 - The Material Category is given a new Material.

 

The form for creating new Material will now be available. Type a name for the new Material in the Material Name field. Optionally Book Title can be specified. The Book Title is used for the Material in the Training Manual or Study Guide. When adding a file the system places the Material Name in the filename field. When using the § sign in the filename the system places the value before the § sign and places it in the `Book Title¿ field. I.e. <Book Title>§<Other>.DOC. Apply the changes by clicking Save and Publish on the Floating Toolbar.



 


Figure 8 - The Material si given a name in the Material Form.

  

6.00 How to add documents to Material

Files can be added using drag-and-drop.  To add a file using drag-and-drop, select a file in the Windows Explorer, drag-and-drop the selected file onto the desired Material Category in the Expanding Menu.

 


Figure 9 - A file is dragged-and-dropped into the Material Category.

 

 

Confirm the upload of the file by clicking OK, in the Microsoft Internet Explorer Dialog box.

 


Figur 10 - The OK button for confirming the upload

 


Please note that several files can be attached at a time when using drag-and-drop. If the file attached is a PDF file, the link to the PDF file will appear, while the link to the Original will be empty.

 

When a new original file is added or updated, the old print file will be removed.

 

The document name will be added to the Material Name on the Material Form. This will also be the case if the node is created by using Add New Node and a file is uploaded using Add Files

 

 

Alternatively Material and training documents can be added by clicking the Edit button and then clicking the Add Files button at the bottom of the Material Form. The Upload Form will be available, allowing the User to choose documents to upload. Browse and find the document, and click the Upload button to send the files to the server.

 


Figure 11 - A file is selected for upload.

 

 

Once the document has been uploaded, it will be available in the Material Form.

 


Figure 12 - The document is available after upload.

 


 

 

7.00 How to add Files over the Internet

If the SoluDyne Server is accessed through the Internet, the URL of the SoluDyne Server has to be a trusted site. To set trusted sites, go to Internet Options in the MS Internet Explorer. Go to the Security tab and select Trusted sites.

 

Figure 13 - Trusted sites on the Security tab.

 

Click the Sites Button and add http://<address> to the site.

Figure 14 - The address of a trusted site is entered.

 

The option ¿Require server verification (https://) for all sites in this zone¿, must be unchecked.
Click on the OK button and close all dialog boxes. Restart MS Internet Explorer.

 

 

8.0 Adobe PDF Generation

Word Document conversion to Adobe PDF format can be performed in SoluDyne provided that the following conditions are met:

 

The file converted is a Microsoft Word or Microsoft Excel document. Microsoft Word templates such as dot files, are not supported.  Adobe Acrobat Standard 6.0 or higher must be installed on the client computer.

 

Document conversions are performed, by clicking on the Create PDF button on the Material form. As soon as the conversion is completed, the Material Form will show containing the new PDF document in addition to the original.

 

 



 Figure 16 - The PDF-document is visible together with the original.

9.0 Material Category Listing

Opening a Material Category from the Expanding Menu, will list all the Materials and Sub-categories of the chosen Category.

 

 


Figur 17 - Material and sub-categories in the Material Category

 

The Material Category form contains the following fields:

Icon:  Link to the form for the Material.

Material Name:  The name of the Material.

Original:  A clickable icon will show here, if any uploaded original/master documentation exists for the Material.

Print:  A clickable icon will show here, if any converted PDF document exists for the Material.

Rev. Info:  Shows the revision information for this Material. The Rev. Info field is empty until a  Edit/Publish is performed.

 

Revision info contains:
<Major Revision Number>
<Minor Revision Number>
<Revision Date>
<Revision Time>

CRs:  Indicates whether there are any outstanding Change Requests in the Material
Category.

New CR´s:  Clicking on this icon, will bring up the form for making a new Change Request for the Material Category.

SoluDyne's revision control will always provide the end-user access with the latest revision.  If a document is being modified (edit status), the original document is the valid version until the modified document is published. To view Revision history, click on the Check Out Info button on the SoluDyne toolbar.

 
10.00 How to handle a Change Request (CR)

A Change Request is a written suggestion for improvement. All users can write a CR and files can be attached to the CR form.

 

To create a Change Request, click on the Change Request tab (CR´s tab) on the Material Form.

 

Figure 18 - The Change Request tab 

CR's can be added by clicking Edit and the Add CR's link.

 


Figure 19 - The link for adding Change Requests

 

A new CR will be generated which can be edited directly in the Material Form.


Figure 20 - The values for a CR is being entered.


To access the Change Request's related to a Material, click on the  icon to the left.  If the Change Request is regarded to be an urgent matter, the Criticality field is set to 'High'.

 

 

 

 

 

 

 


Figure 21 - The Change Request Form

As of today, the Completion Signature field is not active and has no function in the system, so there is no need to sign the form, but it is important to publish the CR ¿ Change Request form upon completion.

 

 

 11.00 Access

All users within the system can access all training material.  Only the Training Material Responsible or users appointed by the Training Material department, has the authority to change Training Material and can close a Change Request. These actions would be described using the Action Comments field. 

B-12699 - SoluDyne CAT Course

00 Overview
01 Description

02 Example

00 Overview

This Best Practice describes the CAT Course functionality in SoluDyne.

01 Description

02 Example 

B-12903 - Add Participants on Course Event

00 Overview
01 Description
02 Example

This Beste Practice describes how to add one or more participants on Course Event Form.

01 Description

The left part of the dialog is used to add participants on Cours Event. The dialog-Box can be opend by clicking Add Participants button on the Participantsform on a Course Event Form, see figure 1.

The right part of the dialog is used for selecting participants. They can be selected either from tree or search by choosing the corresponding option in Select from, se figure 2. The available options are:

  • Process. The available Employees are presented in a tree grouped by Processes. Employees are shown under the Processes including the Roles which are linked to Employee's Job Functions.
  • Organization. Employees are presented in a tree under the Organizations including their Job Functions.
  • Employee. Employees are presented in a tree in the way they are stored in the system i.e. Employee Register -> Employee Group -> Employee.
  • Search. It allows searching for Employees by a part of name.

It possible to select a single Employee from a tree by clicking on it. It is also possible to select several Employees by clicking on their parent node. For example, clicking on an Employee Register will result in adding all its descendant Employees.

It is possible to select Employees by searching their names. For searching an Employee:

  • Click on Search in Select from
  • Type a fragment or complete name of an Employee
  • Wait until the search results are shown
  • Click on the needed Employees in the search results

The selected Employees are shown in the list at the left. An Employee can be removed from the list by clicking on the X button in the corresponding item.

It is necessary to press the Add button for saving the selected participants. The dialog will be closed and the added Employees will appear in the Participants grid of the Course Event.
Pressing on Cancel will result in closing the dialog without saving of data.



Figure 1. Opening the dialog.


Figure 2. The "Add Participants" dialog.

Course Administration

B-12091 - Use of External Course

00 Overview
01 Description
02 Example

00 Overview

This Best Practice describes the use of External Course in SoluDyne.

01 Description

External Courses for an Employee are listed in the CV of that Employee. The Course gridlist on the CV form shows both External and Internal Courses. The Course gridlist also provides an ability to add new External Courses, edit properties of existing ones or deleting them. It is also possible to open an External Course and add a Course Certificate to it.

02 Example
 
 

1. Navigate to the Employee through Personnel in the Expanding Menu and click on the CV button.

 

  1. Click on the CV icon to access the Employee's CV form. 

 

  1. Click on the link Add External Course below the Course gridlist.
  2. Fill in the course details such as Start and End dates, Course title and Description.
  3. If no more information shall be added, publish the course by using the Publish button under Status,
    or choose to remove it by using the Delete button.

 

  1. To add a Course Certificate, leave the External Course unpublished, or click on the pencil symbol under Status.  
  2. Click on the Course icon to access the External Course form.

 

  1. Use the Add files link under Course Certificate gridlist to add a Course Certificate.
  2. When a file is added, publish the External Course form by clicking on the Publish button on the Floating Toolbar.

B-12092 - Mass Registration of External Courses

External Course Registration is the form in the Course Admin digital dashboard under Course in the Expanding Menu. It allows easy registration of External Course Participations. External Course Registration is available for all Managers in the System and all users in Admin and HR usergroups.

External Course Registration form contains Select Employee field for selecting Employee and a Course gridlist that shows all External Courses for the Employee selected in the Select Employee field. When the value of this field changes the, the gridlist is refreshed.

Course gridlist consists of the following columns:

  • Icon - Link to External Course node.
  • Start Date - Date field for the start date of the Course.
  • End Date - Date field for the end date of the Course.
  • Course - Dynamic LookUp Field for selecting Course. Contains a list of all Courses registered in the SoluDyne.
  • Description - Memo Field for text description of Course.

New External Course can be added by click on Add External Link link below Course grid list. New External Course is added at the botton of the list. Data for the added External Course can be filled directly in the Course gridlist. In the Course gridlist the user can enter Start Date, End Date, Description and select a Course registered in a course register.

  
Figure 1 - Course Administration, Exernal Course Registration tab. Select an Employee. Click Add External Course link.

  
Figure 2 - New row appears. User can specify Start, End, Course and Description values.

External Course node can be opened by click on the icon of an External Course in the gridlist. The user can enter data in the same fields on the External Course form: Start, End, Description and select a registered Course. In addition, the user can upload Course Certificate as an attachment.

 
Figure 3 - External Course node. User can specify Start, End, Course and Description values and upload attachments.

External course can be deleted.

  
Figure 4 - Click Delete button for an External Course. Click OK in the confirmation dialog.

An alternative way of registering External Courses is by drag-n-drop of files into the gridlist field. New External Course nodes are generated and the each file attached to the each new node.

 
Figure 5 - Select a file in Explorer window and drag it to Course gridlist.

 
Figure 6 - Complete drag-n-drop: drop the file on the gridlist.

 
Figure 7
- Click OK in the confirmation dialog.

 
Figure 8 - The new External course is added at the bottom of the gridlist.

External Courses are also handled in the CV form of Employee nodes.

External Courses are also shown in the DC 103 Course Participants Drill-down.

B-12877 - Adding a Course Event

00 Overview
01 Description

02 Example

00 Overview

This Best Practice describes how to add a course event in SoluDyne.

01 Description

Course events are added under courses. For more information on adding Course Registers, groups and courses see:

  • B-12864 - Creating a Course Register
  • B-12865 - Adding a Course Group
  • B-12866 - Adding a Course

02 Example

  

  1. Click on course on the expanding menu.
  2. Navigate to the relevant Course Register.
  3. Navigate to the relevant course.
  4. Select the tab Events.



   

  1. Click on add Course Event.

Course Event: Classroom Training


 
  

  1. Choose Type: Classroom Training.

 


  

  1. Type Field.
  2. Status.
  3. Choose course Instructor.
  4. Location.
  5. Classroom.
  6. Set start and end date.
  7. Set duration.
  8. Availability of course.
  9. Language.
  10. Min No / Max No: Choose how many participants needs to be signed up for course for course to be held.
  11. Write short description of course.


  

  1. After filling in necessary fields, click save.
  2. Click on participants tab, when finished.


  

  1. Click on add participants.

Select Participants from Process


  

  1. Selecting Process will enable the user to select course participants based on what processes they are linked to.
  2. Navigate to relevant process.
  3. Click on relevant employee.



 
   

  1. After clicking on relevant employee, employee will be added to list at the right hand side of the window.
  2. Click on Organization to select employee sorted by organization.



 
  

  1. Organization has been selected.
  2. Navigate in Organization tree.
  3. Locate correct employee and click on it.
  4. After the employee has been clicked on, employee is added to the list at the right hand side of the window.
  5. Clicking on the delete button, will delete employee from list.


   

  1. Choose Employee to navigate directly in the Employee tree.
  2. Click plus on top node in Employee Register.
  3. Navigate to relevant employee and click.
  4. After clicking on employee, employee is added to list at right hand side of window.


   

  1. Choose search to simply do a free text search for employee name.
  2. Type in name.
  3. Click on search button.


  

  1. Click on relevant employee name or icon.
  2. Employee is added to list.
  3. Click on add button to add all employees in list on right hand side as course participants.


 
 

  1. Participants have been added to course event.

  1. To confirm participants, click in tick box for specific participant. Alternatively, click in top tick box, to mark all participants.
  2. Cancel or Confirm:
    1. Click Cancel to deselect participants.
    2. Click Confirm to confirm participation.

  1. Participants have been confirmed.

  1. Tick off participants.
  2. Click send invitation.

  1. Write information about course in message.
  2. Click send.

  1. Print screen here showing how invitation would look when received into a users workqueue. The user click on course invitation to expand.
  2. Then clicks on the relevant course invitation to open the invitation.

  1. Message as seen for receiver of course invitation.
  2. The user can choose between removing invitation from workqueue or closing invitation.

Note that it is possible to send multiple invitations to course participants detailing more information about course.

Course Event: On-the-Job Training

  1. Select type On-the-Job Training.

  1. Select Instructor.
  2. Create Description.
  3. Select Start/End.
  4. Write out duration.

  1. Adding paticipants works the same as for classroom training.
  2. Select Passed/Not Passed depending on outcome of On-the-Job Training.

Course Event Type E-Learning   

  1. Select type E-Learning.

  1. Add reading material, PDF, flash or similar to course event.
  2. Create a Bulletin and refer to it in text field. For how to create Bulletin, see B-10538 - Create Bulletin to be used with Course Event: E-Learning 
  3. Click save or publish.

When course participants receive invitation to this type of course event, they will receive text from description field directly in workqueue. Go to participants page and add participants, functions much the same as with On-the-Job Training and Classroom training. 

       

 

  1. This figure shows how course invitation is received in employee's workqueue. Employee clicks on Course Participant to expand.
  2. Employee clicks on Course Invitation to open it.

  1. Employee reads/performs content in course invitation.
  2. When completed, employee signs signature/user password to sign course out of workqueue.    

B-12878 - Managing Participation

00 Overview
01 Description

02 Example

00 Overview

This Best Practice describes how to manage participation for course events in SoluDyne.

01 Description

In order to manage participation, a course event first needs to be established. For more information on adding a course event, see B-12877 - Adding a Course Event.

Participation for course events is handled manually in the basic SoluDyne package.

02 Example

  

  1. Navigate to the required course event.


  

  1. Open the Participants tab.
  2. Select Add course participant.


  

  1. Search for the relevant employee using the dropdown menu.


  

  1. Set the status.
  2. Save or publish.

B-13068 - Course Event Type E-Learning

00 Overview
01 Description

02 Example

00 Overview

This Best Practice describes how to create a bulletin that can be used with course event type E-Learning.

01 Description

Bulletins can be useful for testing whether recipients of E-Learning Course event, have read through information provided and acquired the needed knowledge.

02 Example

  1. Click on Training.
  2. Click on Bulletin Register in Expanding Menu.
  3. Right Click on Register.
  4. Select New Node and Section. 

  1. Access the newly created Section form.
  2. Give the Section an Id number.
  3. Give the Section a Title.
  4. Publish the Section by using the Publish button on the Floating Toolbar.

  1. Right click on the newly published Section.
  2. Choose New Node.
  3. Select the option 1101 Continuous Training.

  1. Access the newly created Bulletin form. 
  2. Select Type 3 - Recurrent Training.
  3. Select Maintenance Technical Tips.
  4. Id is automatically generated.
  5. Write in relevant Title.
  6. Choose how long the bulletin shall stay active.
  7. Save the bulletin.
  8. Click on button to choose to whom the bulletin shall be distributed to.

  1. Select the relevant organization unit that the bulletin shall be valid for.
  2. Click on the Save button on the Floating Toolbar. 

  1. How the Bulletin form will look without having the user rights to create a Quiz.

  1. To create a Quiz, access the Bulletin form and click on the Quiz button.

  1.  Click on Add Quiz Q&A - Course Developer.

  1. Click on icon to edit Quiz question.

  1. Id is automatically generated.
  2. Write in what Sequence Number the question shall have.
  3. Write in the Question Text
  4. Write in Answer Alternatives
  5. Select what Answer Alternative is the correct one.
  6. Publish the Quiz Question form when completed.

  1. When the Quiz Question form is published, use the Path to navigate back to the Bulletin form.

          

  1. Click on the Quiz button to access the Quiz Questions.

  1. Click on Add Quiz Q&A - Course Developer to create another question.   

  1. Here multiple questions have been added. These questions needs to be filled out, before publishing node.

When node is published or saved, Quiz will be distributed by service. Settings on server determines how often Bulletins are distributed. This means that waiting time between quiz had been distributed by instructor, to it has been received by employee might vary from 15 seconds to 30 minutes to 1 day, depending on how often the service has been set to run on the server. How often the bulletins are distributed, can therefore be decided according to the company's individual need. 

  1. When employee logs in, course invitation will be found in the workqueue. Employee Clicks on Course Participant.
  2. Employee clicks on invitation to open it.

  1. Employee reads and performs information in course event invitation.
  2. After completion, employee signs course event out of workqueue with signature when finished.  

Course Register

B-12864 - Creating a Course Register

00 Oversikt
01 Beskrivelse

02 Eksempel

00 Oversikt

Denne Beste praksisen beskriver kursregister funksjonaliteten i SoluDyne.

01 Beskrivelse

Et kursregister opprettes som en lagringskategori for et firmas kurs. Det opprettes ved å legge til et nytt register. 

02 Eksempel

 

  1. Klikk på ny-knappen.
  2. Velg nytt register.
  3. Velg kursregister.

MERK: Bruk rullesjakt til høyre for å scrolle ned hvis nødvendig.

 

  1. Fyll inn nødvendige felter på skjema.
  2. Lagre eller publiser.

Nødvendige felter inkluderer:

  • Tittel - Kort beskrivende navn
  • Eier - Fyll inn stilling eller ansatt som er eier av registeret.
  • Ansvarlig - Fyll inn stilling eller ansatt som er ansvarlig for registeret.

 

Eksempel av et nytt og publisert kursregister.

B-12865 - Adding a Course Group

00 Overview
01 Description

02 Example

00 Overview

This Best Practice describes how to add course groups in SoluDyne.

01 Description

Course groups are added under course registers in SoluDyne. They can be added either from the Course Register form or from the tree.

Groups can be added under groups for more detailed classification.

02 Example

 

  1. Navigate to the Course Register.
  2. Right click on the Course Register.
  3. Select New Node.
  4. Select Course Group.

 

  1. Fill in the fields of the Course Group.
  2. Save or publish.

Fields include:

  • Name - Short descriptive name.
  • Owner - Fill in the owner of the Course Group. NOTE: This is automatically inherited from the parent node, but can be overriden if required.
  • Responsible - Fill in the responsible of the Course Group. NOTE: This is automatically inherited from the parent node, but can be overriden if required.
  • Description - Fill in a description of what courses are found in this group.

 

B-12866 - Adding a Course

00 Overview
01 Description

02 Example

00 Overview

This Best Practice describes how to add courses in SoluDyne.


01 Description

Competencies are added under course groups in SoluDyne. They can be added either from the Course Group form or from the tree.

02 Example

 

  1. Navigate to the relevant Course Group.  
  2. Right-click on the Course Group node where the new Course is to be added.
  3. Select New Node.
  4. Select Course.

NOTE: Course groups are located under Courses in the SoluDyne expanding menu.

 

  1. Fill in the fields of the Course form.

 

  1. Fill in the relevant information on each tab of the course form. In this example, course definition.
  2. Save or publish.

Material Register

01 - Material register: Registers, Groups and Items

B-12867 - Create a new Course Material Register

00 Overview
01 Description
02 Example


00 Overview

This Best Practice describes the functionality for how to create a new Course Material Register.

01 Description

A new Course Material Register can be created, by clicking on the New button on the SoluDyne Toolbar and selecting the 3120 Materials Register item in the menu.

The new Course Material Register must be given a title and be assigned an Owner. This is done in the form that appears when creating a new Material Register. The Owner can be found by either writing the name and clicking on the Drop Down Search button to the left, or by clicking on the Drop Down Tree button in the middle.

The Link button on the right is a link to the Owners Employee Information.

The text in the Title field will be used as the Title of the Register in the Expanding Menu. Commit the changes for the new Course Material Register by clicking Save and then Publish on the Floating Toolbar.

All Course Material Registers, including the one just created, can be found in the Expanding Menu under Course.

02 Example

  1. Create new register by clicking on the New button on the SoluDyne Toolbar and select  3120 Course Material Register item in the menu, see figure 1.
  2. Give the Course Material Register a name and assign Owner and Responsible, see figure 2.
  3. Save bu clicking the save button - 1 and then publish with the publish button - 2, see figure 3
  4. The Course Material Register can be found in Expanding Menu under Course, see figure 4

 

 
Figure 1- A new Material Register is being created from the SoluDyne Toolbar

 
Figure 2 - The Course Material Register is given a Title and being assigned an Owner.

 
Figure 3 - The Save and Publish button

 
Figure 4 - The Course Material Register from the Expanding Menu.

B-12868 - Create a new Course Material Category

00 Overview
01 Description
02 Example


00 Overview

This Best Practice describes the functionality for how to create a new Course Material Category.

01 Description

A Course Material Register can be structured using one or more Course Material Categories. Course Materials cannot be added to the register before at least one Course Material Category has been created. Right click on a Course Material Register in the Expanding Menu, and select the New Node - 3121 Course Material Category item, to create a new Course Material Category.

The new Course Material Category form is now available. Enter a name for the new Course Material Category in the Course Material Category field and save the Register by clicking Save and Publish on the Floating Toolbar.

02 Example

  1. Create a new Course Material Category by right clicking on the Course Material Register in the Expanding Menu, select New Node and then 3121 Course Material Category item, see figure 1.
  2. Enter a name for the new Course Material Category, save the Register by clicking Save and Publish on the Floating Toolbar, see figure 2.

 


Figure 1 - A new Material Category is being created from the Expanding Menu.

   
Figure 2 - The Material Category is given a name.

B-12869 - Create a new Course Material

00 Overview
01 Description
02 Example


00 Overview

This Best Practice describes the functionality for how to create a new Course Material.

01 Description

Materials can be added to a Register provided that at least one Material Category exists. Right click on the Course Material Category in which to add the new Material and select New Node - 31220 Course Material.

The form for creating new Course Material will now be available. Type a name for the new Course Material in the Course Material Name field. Optionally Book Title can be specified. The Book Title is used for the Course Material in the Training Manual or Study Guide. When adding a file the system places the Course Material Name in the filename field. When using the § sign in the filename the system places the value before the § sign and places it in the `Book Title¿ field. I.e. <Book Title>§<Other>.DOC. Apply the changes by clicking Save and Publish on the Floating Toolbar.

02 Example

  1. Create a new Course Material by right clicking on the Course Material Category, selecting New Node and 31220 Course Material, see figure 1.
  2. Give the newly created Course Material an name by typing it in the field called Material Name, see figure 2.

 

  
Figure 1 - The Course Material Category is given a new Course Material.

 
Figure 2 - The Course Material is given a name in the Course Material Form.

02 - Material register: Files

B-12870 - Add Files to Course Material

00 Overview
01 Description
02 Example


00 Overview

This Best Practice describes the functionality for how to add Files to Course Material.

01 Description

Files can be added using drag-and-drop. To add a file using drag-and-drop, select a file in the Windows Explorer, drag-and-drop the selected file onto the desired Course Material Category in the Expanding Menu.

Confirm the upload of the file by clicking OK, in the Microsoft Internet Explorer Dialog box.

Please note that several files can be attached at a time when using drag-and-drop. If the file attached is a PDF file, the link to the PDF file will appear, while the link to the Original will be empty.

When a new original file is added or updated, the old print file will be removed.

The document name will be added to the Course Material Name on the Course Material Form. This will also be the case if the node is created by using Add New Node and a file is uploaded using Add Files.

Alternatively Course Material and training documents can be added by clicking the Edit button and then clicking the Add Files button at the bottom of the Course Material Form. The Upload Form will be available, allowing the User to choose documents to upload. Browse and find the document, and click the Upload button to send the files to the server.

Once the document has been uploaded, it will be available in the Course Material Form.

02 Example

Drag-and-drop

  1. Add a file to Course Material by drag-and-drop. Right click on the desired file, drag it to the Course Material in the Expanding Menu, and drop, see figure 1.
  2. Confirm the upload of the file by clicking OK, in the Microsoft Internet Explorer Dialog box, see figure 2.

Upload file

  1. To upload a file, click the edit button and Add files button at the bottom of the Course Material Form. In the Upload form, browse to find the file and click Upload, see figure 3.
  2. The file will now be available on the Course Material Form, see figure 4.

 


  
Figure 1 - A file is dragged-and-dropped into the Course Material Category.

 


  
Figur 2 - The OK button for confirming the upload


 


  
Figure 3 - A file is selected for upload.

 


  
Figure 4 - The document is available after upload.

B-12871 - Add Files over the Internet

00 Overview
01 Description
02 Example


00 Overview

This Best Practice describes the functionality for how to add Files over the Internet.

01 Description

If the SoluDyne Server is accessed through the Internet, the URL of the SoluDyne Server has to be a trusted site. To set trusted sites, go to Internet Options in the MS Internet Explorer. Go to the Security tab and select Trusted sites.

Click the Sites Button and add http://<address> to the site.

The option Require server verification (https://) for all sites in this zone, must be unchecked.
Click on the OK button and close all dialog boxes. Restart MS Internet Explorer.

02 Example

  1. To set trusted sites, go to Internet Options in the MS Internet Explorer. Go to the Security tab and select Trusted sites, see figure 1.
  2. Click the Sites Button and add http://<address> to the site, see figure 2.
  3. Uncheck Require server verification (https://) for all sites in this zone and click OK the button, see figure 2.
  4. Close all dialog boxes and Restart MS Internet Explorer.


Figure 13 - Trusted sites on the Security tab.


Figure 14 - The address of a trusted site is entered.

03 - Material register: PDF, Category, Change request, Access

B-12872 - Adobe PDF Generation

00 Overview
01 Description
02 Example


00 Overview

This Best Practice describes the functionality for Adobe PDF Generation.

01 Description

xxx

02 Example

xxx

8.0 Adobe PDF Generation

Word Document conversion to Adobe PDF format can be performed in SoluDyne provided that the following conditions are met:

The file converted is a Microsoft Word or Microsoft Excel document. Microsoft Word templates such as dot files, are not supported. Adobe Acrobat Standard 6.0 or higher must be installed on the client computer.

Document conversions are performed, by clicking on the Create PDF button on the Material form. As soon as the conversion is completed, the Material Form will show containing the new PDF document in addition to the original.



Figure 16 - The PDF-document is visible together with the original.

B-12873 - Material Category Listing

00 Overview
01 Description
02 Example


00 Overview

This Best Practice describes the functionality for Material Category Listing.

01 Description

xxx

02 Example

xxx

9.0 Material Category Listing

Opening a Material Category from the Expanding Menu, will list all the Materials and Sub-categories of the chosen Category.


Figur 17 - Material and sub-categories in the Material Category

The Material Category form contains the following fields:

Icon: Link to the form for the Material.

Material Name: The name of the Material.

Original: A clickable icon will show here, if any uploaded original/master documentation exists for the Material.

Print: A clickable icon will show here, if any converted PDF document exists for the Material.

Rev. Info: Shows the revision information for this Material. The Rev. Info field is empty until a Edit/Publish is performed.

Revision info contains:
<Major Revision Number>
<Minor Revision Number>
<Revision Date>
<Revision Time>

CRs: Indicates whether there are any outstanding Change Requests in the Material
Category.

New CR´s: Clicking on this icon, will bring up the form for making a new Change Request for the Material Category.

SoluDyne's revision control will always provide the end-user access with the latest revision. If a document is being modified (edit status), the original document is the valid version until the modified document is published. To view Revision history, click on the Check Out Info button on the SoluDyne toolbar.

B-12874 - How to handle a Change Request (CR)

00 Overview
01 Description
02 Example


00 Overview

This Best Practice describes the functionality for how to handle a Change Request (CR).

01 Description

xxx

02 Example

xxx

10.00 How to handle a Change Request (CR)

A Change Request is a written suggestion for improvement. All users can write a CR and files can be attached to the CR form.

To create a Change Request, click on the Change Request tab (CR´s tab) on the Material Form.

Figure 18 - The Change Request tab

CR's can be added by clicking Edit and the Add CR's link.


Figure 19 - The link for adding Change Requests

A new CR will be generated which can be edited directly in the Material Form.


Figure 20 - The values for a CR is being entered.


To access the Change Request's related to a Material, click on the icon to the left. If the Change Request is regarded to be an urgent matter, the Criticality field is set to 'High'.


Figure 21 - The Change Request Form

As of today, the Completion Signature field is not active and has no function in the system, so there is no need to sign the form, but it is important to publish the CR ¿ Change Request form upon completion.

B-12875 - Access

00 Overview
01 Description
02 Example


00 Overview

This Best Practice describes the functionality for access.

01 Description

All users within the system can access all training material. Only the Training Material Responsible or users appointed by the Training Material department, has the authority to change Training Material and can close a Change Request. These actions would be described using the Action Comments field.

02 Example

N/A

GAP

B-12149 - DC204 GAP DrillDown

00 Summary

The DC204 shows all gaps less than or equal to zero per employee. Using the chart option summary charts showing gaps for Employee, Organization and Org Unit can be created.

01 Using DC204 GAP DrillDown

  1. Open the Expanding Menu.
  2. Click on Competence
  3. Click on DC204 GAP DrillDown

This will open the Drill Down tree. The different levels of the drilldown tree are:

  • Organization
  • Org. Unit
  • Employee
  • Competence
  • Competence Group

These can be reordered using the DrillDown filter as described below.

The different level are a quick way to filter the result set. For example, to only show competences gaps for an Org Unit, expand the Organization containing the Org Unit. Clicking on the Org. Unit will then open a table of all competence gaps in that department

02 Using the Filter

To make the filter visible click on Show Filter.

02.1 Regrouping the Tree

The initial grouping of the Drill Down tree can be reordered as by dragging and dropping the fields. For example, clicking on the Competence Group field and dragging it to the top of the list will reload the tree with Competence Group as the top level of the tree.

The up facing arrow at the right of the field can als be used to move the current field to the top of the filter list.

02.2 Filtering Values

Using the filter the values shown can be further limited by applying filter values. Filter values can be simple strings, such as the name of an employee. For some values it is also possible to select values from a set of available values:

  1. Click on the funnel at the right side.
  2. Check the values to include.
  3. Click Apply.

This will reload the Drill Down tree using only those values that match the filter.

03 Viewing Results

Clicking on a node in the Drill Down tree will load a table containing all the values matcing the filter and the current level in the Drill Down tree. This table contains the following columns:

  • Competence Group - Competence Group that the competence belongs to.
  • Organization - the Organization of the employee the current row applies to.
  • Competence - the Competence the current row applies to.
  • Org. Unit - the Org Unit the employee belongs to.
  • Competence Type - the type of Competence.
  • Employee - The name of the employee.
  • Requirement Source - Where the competence requirement comes from; ie Job Function or Personal Requirement.
  • Comp Level - The current competence level.
  • Goal - The goal or requirement.
  • GAP - The current GAP.

The result Grid List contains sub headers for:

  • Organization
  • Org Unit
  • Competence Group

04 View Results as Chart

If is possible to get a graphical view of the information in the table by clicking on the Chart button at the bottom of the Grid List.

The generated chart will summarize information based on the level clicked in the Drill Down tree. For example, if an Org Unit is clicked the chart will show the sum of all levels for each employee against the sum of each goal. If an Employee is clicked, then the chart will show the employees current level against the requirement for all of the employees competences.
NOTE: This example assumes that the default filter order is used.

Other charts can similarly be created by reordering the filter fields.

To switch back to the tabular view, click on the Grid button.

04.1 Examples

04.1.1 Summary for Org Unit per Competence Group

To generate a chart showing a summary per Competence Group for a specific Org Unit perform the following:

  1. Drag the Competence Group field up so that it is placed just below the Org Unit field.
  2. Navigate to the Org Unit in the Drill Down tree and click on it.
  3. Click on the chart button.

04.1.1 View Employee Competence Gaps for Competence Group

To generate a chart showing the current level and the requirement for each Competence in a specific Competence Group for an Employee can be achieved in the following manner:

  1. Enter the name of the employee in the Employee field and click Filter.
  2. Drag the Employee, Competence Group and Competence fields so that the first three fields in the filter are:
    1. Employee
    2. Competence Group
    3. Competence
  3. Expand the Employee node
  4. Click on the Competence Group.
  5. Click on the chart button.

This can be used to generate a chart for each Competence group easily. Clicking on one of the other Competence Groups will show a chart for the given Competence Group.

B-12163 - DC205 GAP Summary

00 Summary
01 Using DC205 GAP Summary
02 Using the Filter
02.1 Regrouping the Tree
02.2 Filtering Values
03 Viewing Results
04 View Results as Chart

00 Summary

DC205 GAP Summary shows how many employees that exists with different GAPs. The resulting Grid List has one row per gap-size and the number of employees with this gap.

01 Using DC205 GAP Summary

  1. Open the Expanding Menu.
  2. Click on Competence
  3. Click on DC205 GAP Summary

This will open the Drill Down tree. The different levels of the drilldown tree are:

  • Organization
  • Org. Unit
  • Competence Type
  • Source  Type
  • Competence Group
  • Competence

These can be reordered using the DrillDown filter as described below.

The different levels are a quick way to filter the result set. For example, to only show competences gaps for an Org Unit, expand the Organization containing the Org Unit. Clicking on the Org. Unit will then open a table with a summary of all competence gaps in that Org Unit.

02 Using the Filter

To make the filter visible click on Show Filter.

02.1 Regrouping the Tree

The initial grouping of the Drill Down tree can be reordered as by dragging and dropping the fields. For example, clicking on the Competence Group field and dragging it to the top of the list will reload the tree with Competence Group as the top level of the tree.

The up facing arrow at the right of the field can als be used to move the current field to the top of the filter list.

02.2 Filtering Values

Using the filter the values shown can be further limited by applying filter values. Filter values can be simple strings, such as the name of a Competence. For some values it is also possible to select values from a set of available values:

  1. Click on the funnel at the right side.
  2. Check the values to include.
  3. Click Apply.

This will reload the Drill Down tree using only those values that match the filter.

03 Viewing Results

Clicking on a node in the Drill Down tree will load a table containing all the values matching the filter and the current level in the Drill Down tree.

This table contains the following columns:

  • Competence Group - Competence Group that the competence belongs to.
  • Competence - the Competence the current row applies to.
  • Organization - the Organization of the current row applies to.
  • Org. Unit - the Org Unit the current row applies to.
  • Competence Type - the type of Competence.
  • Source Type - Where the competence requirement comes from; ie Job Function or Personal Requirement.  
  • GAP - Shows the gap and the number of employees with that gap. The color identifies the gap and the number how many has this gap.
  • Total GAP - The total gap.

The result Grid List contains sub headers for:

  • Organization
  • Org Unit
  • Competence Group
  • Competence

04 View Results as Chart

It is possible to get a graphical view of the information in the table by clicking on the Chart button at the bottom of the Grid List.

The generated chart will summarize information based on the level clicked in the Drill Down tree.

To switch back to the tabular view, click on the Grid button.

B-12863 - Personnel / Job Function Competence Gap

00 Overview
01 Description

02 Example

00 Overview

This Best Practice describes the where to view the personnel / job function competence GAP in SoluDyne.

01 Description

In order to generate a GAP view for the individual employee, competence requirements and levels need to be filled in for both the user and the job function.

  • For more information on filling in competence and levels for the job function, see B-12862 - Defining Competence Requirements on Job Functions.
  • For more information on filling in competence and levels for the employee, see B-12148 - Managing User Competencies.

02 Example

 

  1. Navigate to the required employee from the Personnel Register.
  2. Select the employee.

 

  1. Select the GAP tab.
  2. The GAP will automatically be visible.

Licences

B-12882 - Creating a License Type Register

00 Overview
01 Description

02 Example

00 Overview

This Best Practice describes how to add a License Type Register in SoluDyne.

01 Description

The License Type register is used to categorise different types of licenses the company wants to keep track of. It is part of the SoluDyne CAT module.

02 Example

 

  1. Click the New button.
  2. Select New Register.
  3. Select License Type Register.

NOTE: Use the scroll bar to the right to scroll down if required.

 

  • Fill in all required information.
  • Save or publish.

B-12883 - Adding a License Type Group

00 Overview
01 Description

02 Example

00 Overview

This Best Practice describes how to add a license type group in SoluDyne.

01 Description

License type groups are added under a license type register. For more information on license type registers, see B-12882 - Creating a License Type Register.

License type groups are used to categorise licenses. Groups can be added under groups.

02 Example

 

  1. Navigate to the relevant License Type Register.
  2. Right click the register.
  3. Select New node.
  4. Select License Type Group.

  

  1. Add all required information.
  2. Save or publish.

B-12884 - Adding a License Type

00 Overview
01 Description

02 Example

00 Overview

This Best Practice describes how to add License Types in SoluDyne.

01 Description

License types are added under license groups. License types are
a prerequisite for adding specific licenses to employees.

02 Example

 

  1. Right click on the License Type Group.
  2. Select New Node.
  3. Select License type.

 

  1. Fill in all required information
  2. Save or publish.

B-12885 - Adding a New License for an Employee

00 Overview
01 Description

02 Example

00 Overview

This Best Practice describes how to add a new license in SoluDyne.

01 Description

The License functionality describes any additional licenses an employee may have, for example a drivers license. Licenses are added to the employee node.

02 Example

 

  1. Navigate to the relevant employee under the employee register.
  2. Click on the Employee name to open the Employee node.

 

  1. Select the Licenses tab.
  2. Click Add New License.

 

  1. Fill in all required information. 
  2. Save or publish. 

B-12886 - License History and Drilldown

00 Overview
01 Description

02 Example
02.01 - License History
02.02 - License Drilldown


00 Overview

This Best Practice describes the license history and drilldown functionalities in SoluDyne.

01 Description

A history of all transactions about license number connected to an employee, validity date and license content is recorded. The history of a license is used to track changes.

It is also possible to search for licenses by using the License Drilldown. Both current and expired licenses are shown.

02 Example

02.01 - License History

 

  1. Open the expanding menu.
  2. Select Certification.
  3. Select D101 License History.

 

  1. Show the filter if required.
  2. Use the filter options to search per the required criteria.
  3. Select the relevant filter result. 

 

The license history report will open in the main view.  

02.02 - License Drilldown

 

  1. Select D100 License Drilldown.
  2. The filter functionality is used with the same methodology described in 02.01 - License History.
  3. Select the filtered option.

 

 

Example of a License drilldown report.

Stamps

B-12241 - SoluDyne CAT - Stamps

Content

00.00 Introduction
01.00 Definitions
02.00 Create a new Stamp Register
03.00 Create a new Stamp Type
04.00 Create a new Stamp
05.00 Create a new Stamp Area Register
06.00 Create a new Main Stamp area
07.00 Create a new Sub Stamp Area
08.00 Edit a Stamp
09.00 Searching and filtering Stamps (drilldown)
10.00 Stamp History

00.00 Introduction

The purpose of the stamp function is to keep track of all Maintenance Stamps that are used by the employees in production. The Stamp ID is connected to one employee at the time, each employee may hold more than one stamp. Each Stamp ID must be connected to Stamp type, image and optional to Stamp area.

Historical information of all stamps that have ever been used in the organization can be retrieved, including who used the stamp, and dates (time frame) when used. The history file is used to trace maintenance stamps back to employees in case of incidents, investigations of repairs etc.


01.00 Definitions

Maintenance Stamp

A tool to identify work performed or approved by a specific employee.

Active Stamp

A Stamp connected to one employee.

Passive Stamp

A Stamp that no employee currently use.

Lost Stamp

A Stamp that is lost.
Stamp locked 1 (one) year

A Stamp that has been returned or withdrawn.

Delete

A deleted Stamp can be a withdrawn stamp or a physically deleted Stamp. History will be stored even for a physically deleted Stamp.



02.00 Create a new Stamp Register
Click on the New button in the toolbar, select New Register then select Stamp Register from the scroll menu.

 
 

Figure 1 - A new Stamp Register is created from the New button.

A form for Stamp Register is opened. Type a name as a title of the Stamp Register you are about to create. The title will identify the Stamp Register. Select the Stamp Areas that shall apply to the register. Click the save-button on the Floating Toolbar for save, this will transfer the register on to a new node in the tree structure under certification.

   
Figure 2 - The Stamp Register Form.

The option for creating multiple Stamp Registers is there for the option of handling multiple companies. All Stamp Registers will be available under Certification of the Expanding Menu.


03.00 Create a new Stamp Type
Select one of the existing Stamp Register nodes under Certification and make a right click, a menu seen below opens.



Figure 3 - The name of the register is shown in the tree structure.

 
To insert a new Stamp Type node in the selected Stamp Register, select New Node" then "3307 Stamp Type.

 
Figure 4 - The Stamp Type Form.


Give the new Stamp Type a title by entering a name in the title field. The Title field is a mandatory field. Type a description or add a bitmap image that can be associated with this stamp-type. Use the Floating Toolbar to add an image, add file and upload any image. Use Save  to save all the information, use "Publish" to make the information public. As long as there is a padlock symbol in front of a node it´s not published. An example of an unpublished node is seen above on New 3307 Stamp Type.

 
Figure 5 - The buttons for Add File, Publish and Save.

Publish removes the padlock icon in front of the new node.


04.00 Create a new Stamp
New Stamps are added to an existing Stamp Register under existing Stamp Types.
Right click on a Stamp Type; opens a menu with options for New Node and New Stamp, 3308 Stamp.

 
Figure 6 - A new Stamp is created under a certain Stamp Type.

   
Figure 7 - The Form for the new Stamp. 


Fill in all fields in the form:

1. The state of the Stamp always starts with suggested state: Passive.
  
2. A new Stamp must be activated, Change state to: Active.

3. Select the Date when the Stamp is created/activated. The Status Date must always be changed if the Stamp changes State.

4. Replace the text Stamp No with the ID of the Stamp.

5. Select Employee that the current Stamp will be assigned to from the dropdown menu. The drop-down menu is populated with entries from the Personnel Register.

6. Stelect the Type of Stamp the Stamp No will be assigned to, this field is
automatically completed based on which Stamp type the new stamp node was created under.

7. Select which Stamp Area this stamp shall cover. All Stamp Areas that currently has status as Active will show in the Stamp multiple choice field. New Stamp Areas can be added following the Add Stamp Area procedure, described later in this document. Click Save to save. Click Publish to commit the changes made to the Stamp.   

  
Figure 8 - The Register of the Rubber Stamps.



After the changes have been committed, the Stamp will appear underneath the correct Stamp Register/Type in the Expanding Menu. The actual Stamp information can be accessed by a click on the Stamp node in the Stamp Register.

It is also possible to add or edit Stamps directly on an Employee. Select an Employee and open the Stamp tab.

 
Figure 9 - The buttons for checking in and out when editing.



Edit mode can be activated by the Stamp icon located on each Stamp row. A click on the icon opens the Stamp information on a single form, clicking the Edit button sets the form in edit mode. Another option is to use the "Check-in" and "Check-out" function. "Check-out" opens the Stamp information in edit mode and makes it possible to make changes. "Check in" must be performed to publish the information.   

 
Figure 10 - Edit mode can be activated through the Stamp Icon to the left of each Stamp row.


A click on a Stamp Type will list all Stamps in the register under the specific Stamp Type. On the floating toolbar there is an option to edit all stamps in the register.
Change of existing stamps can be done when the register is in edit mode. It is possible to edit one single stamp at the time by using the Stamp Icon at the beginning of the row.


05.00 Create a new Stamp Area Register 

  
Figure 11 - A new Stamp Area Register is created from the New button.

Click on the New button in the SoluDyne toolbar, then select "New Register" and Stamp Area Register from the menu. 

Give the new Stamp Area Register a title then click save then publish in order to publish the changes to the new register.


06.00 Create a new Main Stamp Area
A New Main Stamp Area for a Stamp can be created by right-clicking the Stamp Area Register Node and then select New Node -> Main Stamp Area.

 
Figure 12 - A new Stamp Main Area is created from the Stamp Area Register.


Give the Main Stamp Area a title.

 
Figure 13 - Titel is given to the new Stamp Main Area.


Click Save to save. To update the tree structure and remove the padlock icon you need to use the publish function Publish on the floating toolbar. 


07.00 Create a new Stamp Area
 
To add new Stamp Areas it is possible to Right click on the new Main Stamp Area node in the tree and select New Node -> Stamp Area.
Give the new Stamp Area a Code and Title and commit the changes by clicking Save or Publish. 

When the main area is saved it is possible to continue to add Stamp Areas to the Stamp Main Area. 

 
Figure 14 - A new Stamp Area is added to the Stamp Main Area.


A Stamp Area needs a Code and a Title for identification. The Stamp Main Area must be in edit mode before updating or adding Stamp Areas.

 
Figure 15 - The Stamp Main Area in Edit mode.


When editing or adding Stamp Areas it must be finalized by "publish".


08.00 Edit a Stamp
 and Stamp Status
The existing Stamps all have a date when they were created. Editing a stamp can be done from:

the Employee

the Register

Different status of the Stamp is

Active
Passive
Locked one year
Lost Deleted


Area can be found in the Stamp Area's field on the Stamp Form. Navigate to the stamp that was created earlier and click on the Edit button.

The Stamp Area types in the Stamp Area's multiple choice fields on the Stamp Form are available.

09.00 Searching for and filtering stamps 
Stamps can be filtered and searched using the stamp drilldown.

To search for a given stamp, first click the Show Filter link, and then specify the search criteria among the following fields before clicking the Search button: 

  • Status  
  • Organization 
  • Type
  • Employee No
  • Stamp No 

Click the arrow on the right side of the search-criteria field to change the attribute that should be used for drilldown.

10.00 Stamp History 
The History of a selected Stamp can be used to track changes using the Certification-Stamp History item in the Expanding Menu.

B-12886 - Creating a Stamp Register

00 Overview
01 Description

02 Example

00 Overview

This Best Practice describes how to add a amp Register in SoluDyne.

01 Description

The amp Register is used to store stamps. It is part of the SoluDyne CAT module. It is created by adding a new registry.

02 Example

 

  1. Click the New button.
  2. Select New Register.
  3. Select Stamp Register.

NOTE: Use the scroll bar to the right to scroll down if required.

 

  1. Fill in the required fields on the form.
  2. Save or publish.

B-12887 - Adding a Stamp Type

00 Overview
01 Description

02 Example

00 Overview

This Best Practice describes how to add stamp types in SoluDyne.

01 Description

Stamp types are added under stamp registers in SoluDyne. They can be added either from the Stamp Register form or from the tree.

Groups can be added under groups for more detailed classification.  

02 Example

 

  1. Navigate to the Stamp Register.
  2. Right click on the Stamp Register.
  3. Select New Node.
  4. Select Stamp Type.

 

  1. Fill in the required fields.
  2. Save or publish.

B-12888 - Adding a Stamp

00 Overview
01 Description

02 Example

00 Overview

This Best Practice describes how to add stamps in SoluDyne.

01 Description

Stamps are added under stamp types in SoluDyne. They can be added either from the Stamp Type form or from the tree.

02 Example

 

  1. Right-click on the Stamp Type node where the new stamp is to be added.
  2. Select New Node.
  3. Select Stamp.

 

  1. Fill in the required information. 
  2. Save or publish.  










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