Mandatory Training
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      Mandatory Training Requirements

      This article only applies to customers with RotaMaster People+. Speak to your Account Manager about this module.

      Mandatory Training Requirements are training requirements such as Safeguarding or DSE that staff must complete either once (usually on induction), or periodically (annually, for example). They help organisations keep track of staff training and compliance.

      These requirements can be built in RotaMaster and assigned to apply to either;

      • Everyone in the organisation (automatically assigned to everyone)
      • Staff with certain Posts (assigned to Posts and then automatically to everyone with that post)
      • Individuals in the organisation (manually assigned directly to the appropriate staff)
      • Staff belonging to a certain Rota Group
      • Staff belonging to a certain Team

      They are then signed off on an individual basis once staff have completed the relevant training courses and the system automatically calculates the next due date for each requirement.

      The requirements are set up in Personnel/People+ > Reference Settings;

      Under Others > Mandatory Training Requirement;

      Mandatory Training Requirements can be added by clicking the green plus button.

      This will open the Add Training Requirement dialogue box, shown below;

      • Training Requirement - The name of this requirement (Safeguarding, IG, etc)
      • Requirement Level;
      1. Person - this requirement will not be automatically assigned to anyone, but can be added to staff on an individual basis in their personnel record.
      2. Company - this requirement, once built, will be automatically added to everyone in the organisation.
      3. Post - this requirement will not be automatically assigned to anyone, but can be added to a post(s) in Post Manager. Anyone with that post will then have this requirement.
      4. Rota Group - This training requirement will not be automatically assigned to anyone but can be added to a Rota Group (Rota Settings>Rota Groups>Edit Rota Group>Mandatory Training)
      5. Team - This training requirement will not be automatically assigned to anyone but can be added to a Rota Group (Rota Settings>Team>Edit Team>Mandatory Training)
      • Repeat Period
      1. Once Only - this requirement only needs to be completed once
      2. X Months - this requirement must be met every X months

      Complete the fields and click Save.

      NB - All requirements built as Company will be automatically assigned to everyone in the organisation. The 'Next Date' (due date for each requirement) will be automatically set to their start date in their Primary Post (or, if they have a Probation Period, the end date of their probation period in that post).

      To see how to add 'Person' requirements to staff members, click here.

      To see how to add 'Post' requirements to Posts, click here.

      To see how to configure your settings to  prevent staff being added to a shift if their Mandatory Training has expired click here and navigate to 'compliance and skills'.