1. What specific problem or challenge are you facing?*
We are in the process of a large initiative to utilize observation checklists to fulfill our ISO 9001 requirements, capturing a set of data for each job family and/or job profiles documenting that the employee has been trained and is competent in the areas required to perform their job. The issue is, we do not want to create duplicates of the same checklist for each job profile and therefore are consolidating as many as possible into generic but applicable checklists. We must configure this as a standalone verses being attached to a learning plan or course as it will retain the enrollment status if the same checklist is added to another course/enrollment plan for a different group. Therefore, we would like to automate enrollment for standalone checklists utilizing groups, branches and triggers for course completion.
Our Issue: After initial enrollment using groups and branches, along with course completion triggers, anyone added after the fact to this criteria and group are NOT automatically enrolled. This requires manual intervention and management which is less than ideal as it applies to everyone in the company and is based on the job they currently hold.
2. What outcome are you expecting?*
We would like this schedule to be dynamic, enrolling anyone else who enters the group after the initial enrollment. We cannot tie this to a learning plan or course as it will then retain the responses on the checklist if they move into another role that includes the same checklist, essentially marking them as complete before being observed.
3. How will this feature impact your business and/or industry?*
Like many others in the manufacturing industry, we have to adhere to these guidelines and provide proof and documentation during these audits.