Procedure Training
Dec 27, 2019
I am building a set of lessons for training on hundreds of Standard Operating Procedures (SOP) and associated Work Instructions (WI). Listing each as a separate lesson in the LMS would be a large undertaking and not user friendly. I have attached a screenshot of the "Scoresheet" which is the method I used to provide access to procedural documents AND take tests on each procedure (SOP) and associated Work Instructions (WI).
The user clicks on the title of the document to "pull up" the document stored in a file server. After reviewing the document, the "Click to Test" button is activated to allow the user to take a test on the procedure. Upon completion of the test, the "Test Result" is updated to passed or failed. If a passing score is achieved, the row is updated (in color) to COMPLETE.
As you might imagine, there are a plethora of variables and links to make this work. Are there any other ideas on how this can be accomplished (other than single lessons for each procedure)?
Thanks, Vic
6 Replies
Hi Victor,
I've never done anything exactly like that before, but here's how I would approach it:
Let me know if you run into any issues or if you have any questions.
Thanks for the reply. I setup the modules almost exactly as you recommended (great minds think alike). It is a fairly complex setup and requires a lot of attention to details for the triggers. Just thought there might be an easier way to design the modules. Best Regards,
Victor E. Madison SR
I'm not aware of a simpler way, but maybe someone in the community will jump in with an idea.
The primary reason for setting up the "lessons" this way is to reduce the flood of training elements on the LMS. There are over 200 separate documents to be reviewed and tested. This method reduces the total "foot print" on the LMS to only 30 modules (with lessons nested within the 30 modules). Best Regards,
Victor E. Madison SR
Hi, Victor,
"Requires a lot of attention to details for the triggers" is an understatement. One thing that helps with that is to follow good naming conventions. For example, make the button names match the names for associated items (e.g., documents, variables, etc.)
In your case, you might use a convention like this for everything associated with DC-ALL.WI.0001:
Something like that means that you can quickly scan a trigger to ensure all the pieces start with "WI-01," which makes it a little easier to troubleshoot.
I setup a "matrix" table that shows the relationships between all of the items on the scoresheet and with variables. This shows the complexity of the scoresheet. For example, the DOC NUM is the name on the timeline associated with the document title button. When the user clicks on the document title button, the state of the button (DOC NUM) changes to visited. This also opens a link to the document located on a file server. When clicked, this also changes the state of the test button from disabled to normal) to allow the user to take the test. The "states" of all of the buttons then reflect the results of the test. This is a lifesaver when something does no work properly. Wish there was an easier, less complicated, way to do this but this is what I came up with. Best Regards,
Victor E. Madison SR
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