Create the Training and Qualification checklist master data

A checklist consists of a list of questions that define the acceptance criteria for a qualification unit. The checklists allow the manager to perform an effectiveness review of the training for all employees to ensure that the employees understood the training effectively. Additionally, trainers can use the checklist to prepare an Effectiveness Review test. Also, the trainees can go through the checklist at the end of the training to verify that they have understood the training content correctly.

Each qualification unit can have one or more checklists associated to it, and each checklist can have multiple chapters, questions, and subquestions. Multiple questions and subquestions ensure that none of the acceptance criteria is inadvertently overlooked. Further, the questions are designed in such a way that they can be answered with a simple yes or no. You, as the Training Coordinator, must create and release the checklists in the Quality Master Data library. You can then assign the checklists to the required qualification unit.

Procedure

1. In the Launcher , click the Quality Master Data.

If this option is unavailable, search for it. You can pin it from the search results for future access.

2. Click the Checklists tab.

3. Click New

Add.

4. In the Add panel, specify a value for the Checklist ID, and enter a Name for the checklist.

You can optionally add a description if required.

5. From the Checklist Type, select the Checklist.

6. From the Checklist Area list, select T&Q.

7. From the Industry Standard list, select T&Q Checklists.

8. Select a Calculation Method and specify the checklist number, if required.

9. In the Settings section, select the Assessment Required and Mandatory check boxes if required.

10. Click Add to create the checklist in the Quality Master Data library.

11. To add a Chapter, Question, or Sub-Question to the checklist, do the following: Select the checklist and click New

Add.

In the Add panel, specify the Checklist ID and Name.

From the Checklist Type list, select Chapter, Question, or Sub-Question. In the tree view, you can also drag and drop checklists, chapters, questions, or sub-questions from one element to other.

From the Checklist Area list, select T&Q.

  Select a Calculation Method and specify the checklist number, if required.

In the Settings section, select the Assessment Required and Mandatory check boxes if required.

Click Add. The Chapter, Question, or Sub-Question are included in the checklist. After you release the checklist and its chapters, questions, or sub-questions are available to be added to the qualification unit.