About Training and Qualification

Training and Qualification, a part of the Teamcenter Quality suite of products, helps you manage the training and qualification requirements of people and certification of equipment and gauges. When an employee takes a course or certification or reads a document for a certain subject or area (for example, solar installation or welding), a qualification record is created in the employee's qualification profile. You can certify equipment and gauges for a particular capacity or calibration and record the certification in the qualification records in the equipment's qualification profile. You can open the qualification profile and view the details of the qualification records. The qualification profiles are used to capture the certification of equipment and the qualification of employees who take the training (courses and certifications).

After you create the qualification profiles and the qualification units for the available certifications and trainings, you can assign the required certification or training to the equipment or employee. A qualification record is created to track the progress of the equipment and the employees during the certification or training process.

Example

Consider a scenario where your company is a warehousing and distribution service provider. Customers can drop off or ship their products to several warehouses for storage in different locations. The company uses forklift operators to safely store these products in the warehouses. These forklift operators must complete the Class I to Class V Occupational Safety and Health Administration (OSHA) certifications to be eligible to work in the warehouses. As the Training Coordinator, you must create the following:

• Qualification units for the OSHA certifications for Class I to Class V

• Qualification profiles for the forklift operators of each class

Using Training and Qualification, in Teamcenter, you can create qualification units and qualification profiles to manage the qualifications of the forklift operators. As the OSHA certifications are valid for a period of three years, you can specify the qualification units' renewal period as three years.

Next, you assign the qualification units to the required qualification profiles to track their progress and ensure that they are certified.

Where do I go from here?

Administrator	To know which features are required to install Training and Qualification, see Install Training and Qualification using Deployment Center. To configure Training and Qualification according to your business requirements, see Configure Training and Qualification.
Training Coordinator
What are the first steps in getting started with Training and Qualification in Teamcenter?	You can start by creating the qualification units and qualification profiles.
After creating the qualification profiles and qualification units, what are the next steps in Teamcenter?	You can assign qualification units to a qualification profile to create qualification records as a next step. You can also create qualification definitions to define a job position, and use qualification profile groups to simultaneously assign multiple qualification units to a group of qualification profiles.
How can you ensure that your equipment and employees are certified to perform their jobs?	To do this, track the completion status of each equipment and employee.
If the existing training needs to be updated, what can I do?	You can submit the qualification units and qualification definitions for review to the review board. After the review is complete, you can implement their comments by creating a new version of a qualification unit or qualification definition.