Integrated Training Management Module

Description:
Introduce a comprehensive training management module within the Formitize platform. This module aims to identify training needs, schedule and deliver training and maintain records seamlessly.

User's Original Request: justin@suregreen.com.au
"Be able to identify training needs for staff, schedule the training, deliver that training, and keep records of the training all in one place."

Detailed Requirements:

1. Position-Based Competencies: Link the module to a user with a customizable position within the company. Align set competency requirements with the position description and provide an option to add extra competencies as needed.

2. Training Modules & Assessment: Align competencies with training modules that can be delivered through Formitize. Include assessment criteria at the end of each training. Save assessment outcomes against the user profile and set automatic reminders for follow-up or renewal training.

3. Training Updates & Notifications: When a training module is updated, notify all users who have completed that training. Provide details of the update and possibly include an additional assessment.

4. Succession Planning: Allow users to link to a future position they aspire to. Attach relevant competency training to prepare them for potential promotions.

5. Diverse Training Delivery Methods: Ensure training modules support various delivery methods, including video links, document links, assessment questions, and software training from developers.

Developer's Insight:
The user has provided an initial training plan in the form of an Excel sheet, which gives an idea of how record-keeping and planning might be structured. This can serve as a foundational reference when designing the module.

Proposed Solution:
Develop an integrated training management module that:

• Aligns competencies with user positions.

• Offers diverse training delivery methods.

• Includes assessment and automatic reminders.

• Supports succession planning and training updates with notifications.

Additional Notes:
The user's Excel sheet, which outlines their initial training plan, can be a valuable resource during the development phase to ensure the module meets their expectations.