User Guide – 9.2 Create technician training and evaluation records
Go to the Evaluations Tab, at the top you will see ‘New Technician Evaluation’.
You will then be asked;
User to evaluate
Evaluator(s), there are 2 options here; internal employee, or outside evaluator, click one option then select evaluator.
Then on the lower right, click begin evaluation.
A dialog box will then pop up asking ‘Import Technician Evaluation Records from Last Evaluation?’
This is especially useful when a technician record has multiple test records and categories, please note that actual training dates are required for each test standard in order to complete the evaluation form.
After selecting to import records (or not), the evaluator will then be taken to the New Technician Evaluation Form builder. A few notes as you create a new record;
Reason; Initial (new training record), or recurrent (periodic evaluation, typically 12 months)
Standard for Evaluation, AASHTO, ASTM, State, Other; when selecting, only Standards will appear for that specific test.
Test Category; select
Test; only the tests will appear within the category selected
Completed Date: training, evaluation occurred.
Results; satisfactory or unsatisfactory.
Evaluator; option to change for each specific test.
Comments, yes/no; a WYSIWYG box will appear if selecting yes.
+ Save New Evaluation Record; when all the required fields are completed (in red with an*) you will be able to complete this individual record.
Note: all new evaluation records will be saved/categorized in their respective categories, i.e. aggregate.
When adding all records is completed for this technician, click Continue Report > on the bottom right, you will be taken to the next page to finalize this report, on this page you will find;
General comments
The option to upload a document for supporting documentation
Signature line
Completed date
Evaluation intervals (in months)
Save Progress, or Save and complete.
When completing a training or evaluation record, it will appear under the Evaluation Tab/user, and the Quality Manual Tab, section 5.5.4 Technician Training Evaluation Report Records.