tough when your company grows and you have add Techs for you to decide who is
and isn’t qualified on what to do?
know it was tough for us. And I know it’s tough for people who call me for
why I recommend using the following forms for guidance. The first form is a Training Tracking Sheet
is used for every class or whenever you cover a task at length even if it’s in
the field. You know the famous “On the Job Training.” Here’s a sample of this
Training Class Tracking SheetNOTE:
One of these forms is to be filled
out for each training session attended or in the field task being trained.
DATE OF THE SESSION:
SPECIFIC PROGRAM OR TASK BEING
NAME OF PERSON SUPERVISING THE
WHAT THE PERSON BEING TRAINED
NAME OF THE PERSON BEING
INITIALS OF PERSON BEING
this form will do for you is catalog what Techs do and do not know. This will
allow you to coach or hold accountable a Tech on why they didn’t do a task the
right way or by pulling out this sheet and refreshing their memory.
a Tech has been trained and they demonstrate in front of you that they know how
to do a task but don’t do it or do it right in the field, it’s no longer a
training issue. It’s a discipline issue!
How do you remember who you trained on
Either put this form in their personnel file
or in a training looseleaf binder so you have proof on what you trained them
What else should you do once you know who you
trained and what you trained them to do?
Make sure the Dispatcher [also known as the
DSR] knows which Tech is approved to do which tasks.
you’ll find a form (as a pdf) I use and have been sharing with clients. It’s
called a “Skills List per Tech for Use by the Dispatcher”
. Long name…powerful form.
really good dispatch software will help you do this automatically by either
allowing you to release a Tech to do a certain task or not.
these powerful forms to work at your company and use all the technology you can
to make it even better and watch your Techs abilities rise with accountability
and enjoy their increased productivity as the Dispatcher is empowered to move
the right person to the right job.