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User Guide – 9.1 Technician Training and Evaluation records

Each technician needs to be routinely evaluated for their competency levels on all testing standards performed in the laboratory and their records stored. The Technician Procedure Evaluations section on the Users page provides managers a way to store training and evaluation records for each technician. Managers can use the procedure evaluations for initial training and interval training of their technicians, such as quarterly or yearly.

Once a user is set up in the software, the manager can start to log evaluation records by clicking the Procedure Evaluations button across from the user’s name. For a new user there will not be a history of completed or incomplete evaluations, click New Procedure Evaluation to start a new evaluation for the technician. 

For each test a technician performs, the test will be recorded as a single entry for the evaluation. Add a new entry by first selecting the Test Method name and corresponding AASHTO and ASTM designations. Then select the Reason for the evaluation and whether the evaluation was Satisfactory or Unsatisfactory, and click ‘Add’ to complete the entry. After all entries have been entered, add comments, provide a signature on the evaluation, and either Save to finish for later or Save and Complete to finalize the evaluation. If saving the evaluation to be completed at a  later time, managers will be able to make changes or add the evaluation before submitting. Once submitted the evaluation can be reviewed at any time or generate a PDF version of the evaluation.