INX InTuition

Once a Training Event has been updated in InTuition The status of the training events event remains open. There are currently 2 Statuses for training events Open & Cancelled. I would propose a 3rd option called Closed Along with the status, I would propose that the Training event is accessible via the Course calendar, but not editable.

Currently in Intuition if you have back to back training, you can only select the same trainer for every second course, you can't select them for each course. e.g. we run a course every hour between 6.00am and 11.00am 3 days a week and the same trainer will conduct the training. Currently the same trainer can only be selected on every second course and I have to leave the other course with no trainer listed.

Background: The Expiring/Expired CCP emails are not very descriptive for the end user. Some detail can be found here: https://inxsoftware515.helpdocsonline.com/how-notifications-work Separate to this, when a Procedure has a new 'revision' added (for example from V1 to V2), the user gets an email indicating "The following has expired", which isn't a true reflection of what has happened. Example Email below and Attached -------------------- Subject: "INX" Body: INX Management The following has expired: <<Table showing expired detail>> Please contact your Training Department for renewal instructions. (Click Here to view your profile) -------------------- Requests for Change: Firstly, Update the Subject from "INX" to be "INX Competency/Compliance/Procedure Expiry/Expired Notification" Secondly, Update the default text for Procedure Revisions from "The following has expired:" to be "The following Procedure has been revised and requires review:". Lastly, Consider making the Expiring/Expired emails more user friendly. Allow us to configure the message. For example, instead of "Please Contact your Training Department for renewal instructions.", what about: "Please see below for renewal Instructions: For Expiring/Expired Compliances, please speak to your Supervisor or Manager, as these may potentially impact your ability to continue to access site. For Expiring/Expired Competencies, please speak to your Supervisor, Manager, or Trainer, as these may impact your ability to operate equipment, or complete tasks in a competent manner, putting yourself, or others at risk. For Expiring/Expired Procedures, please speak to your Supervisor, Manager, or Trainer, as these procedures need to be reviewed/re-reviewiewed. You can also log directly into the <<Client Name>> LMS System (<<Link to LMS/Moodle>>), where you can review these directly. If you are still unsure, speak to your Supervisor/Manager." Happy to explore other options further...

Log in details are different for INX and the Moodle Integration. This is very confusing for our users as often they can't differentiate between the two systems - they see LMS/Moodle as part of INX. It's hard for them to remember all the different formats for their usernames, even if they set the password the same.

From the screen showing booked attendees on a calendar event (course), it would be very helpful to then be able to produce and print an attendee sign off form. As with standard attendance forms, showing Course name, date and Instructor at the top. Columns showing attendee name, company, workgroup and of course a signature column should be a minimum. Some additional columns could be contact number, email address and supervisor name. Some functionality to "personalise" the form (as with auto emails) to particular company requirements would be a bonus. For example enter specific instructions or even add a company logo. Thank you for your consideration

Background: This idea has been raised on many occasions, we have found that a few people have created a large number of records without recording the “Date Assessed” and “Competency Level” for Person Competency records. Request For Change: Investigate and review making a change to either: make the fields mandatory, or introduce an app setting where we can make it mandatory. This is another point of frustration where re-work is required to address issues such as this. Screen shot 1 - highlighting from a report where the date assessed and competency level are blank. Screen shot 2 - person profile showing the non-mandatory fields and missing data for date and competency level.

When a competency is sent from INX Assessor to InTuition, there is no feature notifying anyone that the competency has been signed off or completed. Having this notification would be beneficial to myself, the Training Coordinator so I can keep track of training hours and record for our data.

Background: In some cases, my people have 40-50 role records over the years. Recommendation: Can we introduce a method whereby roles with a End Date are not shown, then there is a "Show Role History" like the other CCP tabs? Also, can we get this table to show either in start date order and/or in role order - I have no idea the method. Even Better, can we get it to be able to sort on each column (like the changes made to new tables (such as InFlight People Menu in v5.15)?

Background: It is understood that there are changes in v5.11, whereby notifications will exclude procedures which are not reflected in the role requirement. It is still an additional requirement for us to ‘renew’ procedures which are no longer required for the person (as we expect people to review procedures on a 2 yearly basis). Request for Change: Being able to ‘Renew’ procedure records which are no longer required.

This will allow for easier reference and searching, especially when they have an extensive list of CCP