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Testing / Training / Tracking Solution Overview

The InfoPro Testing / Training / Tracking Solution is a web-based system designed to allow an organization to create or upload testing and training materials, establish requirements and track compliance.  It is designed to be very flexible and scalable.  The application was originally designed to track people at a teaching hospital taking a safety training class required by the Joint Commission.  Today, it supports all of the employees, graduate students and undergraduates at several state universities and is used for a number of applications including safety programs, defensive driving, patient relations and diversity training. 

The design is a very flexible open framework that can be adapted to meet many needs.  Highlights include:

·         The ability to define requirements for groups of individuals.  A requirement can be met by taking a test or class, producing a license, showing competency or by any other means selected.

·         Requirements can be one-time or recurring.

·         E-mail alerts can be sent manually or automatically to users to let them know about upcoming and overdue requirements.

·         Users can take tests, register for training classes and review training materials.

·         Administrators can define tests and classes.

·         Tests can be any combination of media items (slide presentations, videos, documents, pictures, etc.) and questions (multiple choice, true/false, yes/no).

·         Managers can view status information for any of their employees and can run compliancy reports for their department(s).

·         Summary reports can provide an overview of how well each department is meeting its requirements.

Overview

·         Home page

§  When a user signs into the application, they can see at a glance what training requirements they have, how to meet those requirements and when they are due.

§  Overdue items are highlighted in red and those due within the next month are in yellow.

§  If there is a training class available for a requirement, a link is provided to the class calendar where they can see all upcoming classes.  From there, they can select a class to get more detailed information (when and where it will be held, instructor name, availability) and register for the class. 

§  If there is a test available to meet a requirement, a link is provided that will take them directly to the test taking screen.

§  If a test was started but not completed in an earlier session, it will display at the top of the screen with a heading of “Incomplete tests”.

§  A user may browse all available tests, view related training materials and take any test desired, even if they do not have a requirement for it.

§  From this main screen, the user can also access helpful links, see upcoming classes and check past test results.

·         Taking Tests

 

§  Tests can be any mix of media and questions.

§  Media can be displayed in-line with the test or can be viewed in a separate window for later reference.

§  While taking a test, the user can always see how many questions there are and whether or not they have answered all of them.

§  They can easily move around to any test question desired.

§  At any point in time, they can exit and score the test. 

§  Test results are displayed immediately upon completion.

§  Users can print final results and / or missed questions if desired.

§  If there are users that are unable to access a computer, test questions can be printed and the answers entered later for scoring if desired.

§  Users also have the choice of exiting leaving the test incomplete.  They can return to it any time within 30 days.

·         Defining Tests

§  Within the application, you are able to develop your own tests.

§  Tests can be any combination of questions (true / false, yes / no, multiple choice) and media.

§  Media can be anything that you want that your users can open.  Examples include slide presentations, videos, documents, pictures, links to other web sites, etc.

§  Test questions are grouped by topic.

§  A test is made up of any one or more topics with a specified number of questions for each topic.  Questions will be randomly selected from those available for each topic.

§  There can be a relationship between a test and a class where either taking the test or the class will meet a given requirement.

§  Links to reference materials can be added for each question so that users can view training materials during the testing process if desired.

§  Media can be linked to specific questions, topics or tests and / or can be available for viewing and reference from the main welcome screen.
 

·         Classes

§  Training classes are defined as a group of topics, much like tests.

§  Classes can be based on a standard definition so that for a new class, the topic list, description and other basic default information is automatically generated.

§  Users can register for classes from the class calendar and / or administrators can register people for whom they have responsibility.

§  Only instructors and managers have access to the screen shown above where all of the students are displayed and results can be viewed and entered. 

§  From this screen, it is easy to e-mail an individual (by selecting their name) or send an e-mail to all class members (with the “E-mail all” button).

§  When sending an e-mail to the entire class, the subject field is automatically populated with “Notice for class: “, followed by the date, class name and class number.

·         Requirements

§  Requirements are defined as a group of topics based on a class or test definition.

§  Requirements can be met by taking a test, attending a class or other means as entered by a manager such as licensing, competency or individualized training.

§  Requirements have a frequency associated with them.  They may be one time only, or may be recurring such as an annual assessment.  The frequency can be based upon a number of months or years.

§  Requirements are associated with groups of people.  They can be for any combination of individuals, departments, job codes or groups. 

§  Complex combinations can be entered such as all employees within a group of departments that are not office administrators.

§  The list of individuals for some requirements can be automatically built upon others.  For example, there may be an initial training class that is required by employees that drive a campus vehicle.  It can be set up so that once they have taken that class, they will have an annual requirement to take a test or present a current driver’s license.

·         Compliance tracking / reporting

§  Users see their own compliance information when they log onto the system.

§  Managers can easily check the compliance for all requirements for any individual for which they have responsibility.

§  Flexible reporting options are available to produce the information needed.

§  Reports can be for individuals, departments, groups, the institution or everyone with a particular requirement. 

§  Topics included can be all of those for a test, a class or a requirement. 

§  Reports show when requirements are due and highlight those that are due soon or overdue.

§  Summary information by department showing the number of individuals requiring training and the percentage that are compliant is also provided in both detail and summary reports.  Compliance for the entire group of departments is also calculated.

§  Reports are generated as Excel spreadsheets so that the output can be sorted, formatted and presented in any way desired.

§  An overall report / graph is available to show the number of classes held & tests taken each year since application installation.

·         E-mail reminders

§  There are two types of e-mail reminders that can be sent.

§  Manual reminders can be sent on demand to any group of users.  It can be for all upcoming requirements or for a specific one.  This can be helpful when a new requirement is established or if there is an upcoming audit or other deadline where an extra reminder would be helpful.

§  Automatic e-mail reminders will send notices to anyone with a requirement that is due within the next 30 days. 

§  A reminder frequency can also be set.  For example, reminder e-mails can be sent weekly starting from the time there is an upcoming requirement until the requirement is met.

§   Reminders can be for a specific requirement or for all that are becoming due.

·         Security

§  There are a few types of security.  Most users can access their own information, take tests, register for classes and view media.

§  Managers can define requirements, view status and run reports for the individuals for which they have responsibility.  They may manage one or more groups or departments or even the entire institution.  They have control and visibility of user related data.

§  If employee / supervisor relationship data is available, managers will be automatically be associated with all levels below them and will be able to report on any individual, group or level below them

§  Administrators can define requirements, tests, classes, topics, etc.  They have control of application related data.

§  Super users have full access to all material and all users in the system.

§  We are able to integrate with your existing security systems or can use tables within the application database for validation.

·         Technical Information

§  The application was developed using MS/SQL Server for the database.  InfoPro developers have a great deal of experience with a number of databases (Oracle, Informix, etc.) and the application could be re-written to run on another platform if desired.

§  This is a web-based application using asp.net.

§  Hosting can be done within your network or we can work with a third-party hosting company.

§  Depending upon the level of integration desired and security controls within your organization, we can either work in conjunction with an existing employee database or we can import regularly updated files into our application.


Contact Information

Telephone
734-981-7050
Postal address
45375 Glengarry Blvd., Canton, MI 48188
E-mail
General Information: jjd@InfoPro.Solutions
Webmaster: jgw@InfoPro.Solutions

 

Send mail to jgw@InfoPro2000.com with questions or comments about this web site.
Last modified: October 24, 2011