🚂Crew Training (Enterprise feature)

Information about how to use the powerful Crew Training feature for things like Verfication of competency

Key Information

Commonly used for competency assessments or more complex training schedules, enterprise customers can create custom forms which integrate with crew's profiles and populate a training matrix.

This means that whenever the custom form is completed the crew training records are updated, including the matrices.

WARNING: Custom forms can only be linked to the Crew Training feature if they have a "Crew Picker" field in the form.

Although we've called these Training schedules, they can be either recurring at a user specified interval, or one-off events.

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Managing Training Schedules:

1

Create a custom form for your training or competency assessment

See Custom Forms for information on how to do this.

2

Go to the "Crew Training" section of the asset's profile

From the asset's page, go to the "People" tab and select "Manage all Crew", then select "Crew training" from the top of the page. If you can't see this button, it means you are not on the Enterprise Plan. Contact OffshoreSMS to upgrade.

3

Create a new schedule

Click "Add New Training Schedule" and work through the pop up window.

! Remember to set the frequency, or check the box for a one-off schedule, and link your custom form.

4

View the matrices and completed logs

Use the tabs at the top of the page to view either.