Recordings in the Skill Matrix & Trainings Module

Recording

A recording stores the data for one training event that has been executed, partially or completely, by an operator.

Each recording includes:

• The version of the work instruction that was used in the training event.
• The name of the trainers who executed the training event.
• The date and time of the training event’s execution, as well as the date and time for the execution of each instruction step.
• The time spent by the trainees on that training event, as well as the time spent on each instruction step.
• The answers to all product checks on that training event.

Recordings support:

• Automated training tracking: every detail of a training activity is recorded automatically.
• Skills development tracking: compare training reports over time to track employee expertise and skillset development.
• Regulatory compliance: keep the detailed training records some regulations and certifications require.

See the list of recordings

You can see the list of recordings from two places:

• The module level
• The work instruction level

See the list of recordings on the module level

1. Click Skill Matrix & Trainings in the homepage sidebar.
2. Click Training Procedures.
3. Click the Recordings tab.

1. The type of each recording and its status.
2. The work instruction for each recording, and its version.
3. The execution date and time of each recording, and the name of the trainer that executed it or will execute it.
4. The report for each recording: the answer to each product check, the date and time of each instruction step’s execution, and the duration spent by the trainees on each instruction step.
5. The ⋮ (three-dot) icon, which lets an admin execute the work instruction, edit the recording’s dates, notes, and other details, delete the recording, or set its result (which also finishes the recording if it isn’t finished already).
6. Click to search for a specific recording.
7. Navigate between pages of the recording list.

See the list of recordings on the work instruction level

The work-instruction-level list only shows recordings linked to that specific work instruction.

1. Navigate to the work instruction for which you want to see the list of recordings.
2. Click the Recordings tab.

The list of recordings on the work instruction level will have the same interface as the one on the module level.

Search for a specific recording

Use Advanced search to find a recording by configuring search options, instead of scanning the list manually.

Access the advanced search feature

There are two ways to open Advanced search:

From the recordings list

Click Advanced search, as shown below:

From the search bar

1. Click the search bar.
2. Click Recordings.

Use the advanced search feature

Configure any of these search options, then click Search:

1. Choose whether to include or exclude archived modules, folders, article categories, and work instructions.
2. Optional: enter the name of the module, folder, article category, or work instruction that hosts the recording.
3. Select which modules, folders, article categories, and work instructions to include or exclude.
4. Search by product order number. Only matches Quality Management recordings.
5. Search by execution date or date range.
6. Search by an operator’s answer to a product check.
7. Filter by status.
8. Click Search. Results appear below, with pagination to move between pages.

The different search parameters can be combined.