INX InTuition

In many organisations, the management of training records is essential for compliance, skill development, and organisational growth. However, the diverse array of LMS' and record-keeping systems used within our organisation often leads to fragmented data and inefficiencies. To streamline this process and establish a single source of truth, we'd like to implement a CSV data upload feature within InTuition. By integrating the CSV data upload capability, InTuition can function as the only source of truth for managing training records, ensuring heightened accuracy in our reporting via PowerBI. Feature Details: Must haves: Bulk Data Import: Enable users to upload multiple lines of training records data via a CSV file. This feature will significantly reduce the time and effort required for MANUAL data entry, especially for large volumes of training records. Nice to haves: Flexible Data Mapping: Provide a user-friendly interface that allows users to map the columns in the CSV file to corresponding fields within InTuition. This flexibility ensures compatibility with various formats and structures of CSV files exported from different LMS and record-keeping systems. Validation and Error Handling: Implement robust validation mechanisms to ensure data integrity and accuracy during the import process. Identify and flag any errors or inconsistencies within the CSV file, enabling users to rectify issues before finalising the import. Preview and Review: Offer users the ability to preview the data from the CSV file before initiating the import process. This preview functionality allows users to verify the data mapping and make any necessary adjustments to ensure the accuracy of the imported records. Historical Tracking: Maintain a comprehensive audit trail of all imported training records, including details such as the date of import, user responsible for the import, and any subsequent modifications made to the imported data. This historical tracking feature enhances transparency and accountability within the system.

Background: To add a CCP requirement to a role, the add button is located at the bottom of the page. Each time you add a new CCP and save, the screen reverts back to the top of the page each time. You are then required to scroll back down to the bottom of the page to add a new CCP, when you have over a 50+ CCPs this is frustrating and time consuming. Request for Change: Consider moving the ‘add’ button and then subsequent window from the bottom, to the top of the page. When you have 50+ competencies in a window (that reverts back to the top each time), then you have to scroll down manually each time, having the add button at the top = significant time saving ability. This could be applied to a number of other windows also, such as Person CCP’s etc.

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.

Add Group Maintenance ability into the Administration section of all INX modules. There are some current group maintenance functions that can work across all modules and some that are specific for InFlight. You could have specific ones for other modules. Example: InTuition could have renew all personnel who have a specific competency and one to renew all personnel who have a specific compliance (example is that a competency or compliance is no longer valid)

It would be very helpful to have a single line per Person in the Needs Matrix that references the cumulative CCPs of all that employee's Roles, rather than a separate line for each Role.

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...

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.