Skills Training and Tracking

Isn’t it tough when your company grows and you have add Techs for you to decide who is and isn’t qualified on what to do?  

I know it was tough for us. And I know it’s tough for people who call me for advice.  

That’s why I recommend using the following forms for guidance. The first form is a Training Tracking Sheet, which 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 first form.

Training Class Tracking Sheet

NOTE: 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 DEMONSTRATED:  

______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________    



NAME OF PERSON SUPERVISING THE SESSION:  

______________________________________________________________________  



WHAT THE PERSON BEING TRAINED HAS LEARNED:  

______________________________________________________________________    



NAME OF THE PERSON BEING TRAINED:  

______________________________________________________________________  



INITIALS OF PERSON BEING TRAINED:  

______________________________________________________________________

What 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.  

If 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!  

Question:  How do you remember who you trained on what?  
Answer:  Either put this form in their personnel file or in a training looseleaf binder so you have proof on what you trained them on.  

Question:  What else should you do once you know who you trained and what you trained them to do?  
Answer:  Make sure the Dispatcher [also known as the DSR] knows which Tech is approved to do which tasks.  

Below 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.

Today, 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.  

Get 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.

Links

• Training Class Tracking Sheet
• Skills List Per Tech for Use by the Dispatcher