Training, Competence and Compliance Monitoring
This Web based application lets you manage your training and competence scheme, your personnel and monitor compliance.
- Based on your Training and Competence Scheme or use our own templates
- Structured and Unstructured CPD monitoring with targets
- Full KPI monitoring with hierachical views and full reporting with drill-down. At-a-glance graphical indicators on dashboard for rolling 12 months
- TCF, Controlled Functions and RDR all included
- Flexible Job Competency framework tied in to KPIs
- Ideal for large or small companies, IFA companies, SIPP providers etc.
- Automatic triggers and dashboard/email warnings if a breach is likely
- Triggers can automatically generate resits for failed tests, complaint follow-on events etc. Events that are created automatically link to the original event(s) so a full trail is available. Triggers are configurable in-house.
- Built-in form and event managers let you create and change events and forms. This means that you can manage changes (to your T&C scheme for example) entirely in-house.
- Automatic daily email reminders to complete outstanding events, take tests etc.
- Built-in diary system to identify free-time, leave, absence and availability for courses, meetings etc.
- Reports configurable in-house. Pivot tables, charts, grids with grouping, sorting, filtering all with drill-down to view details.
- Sign offs, Complaints, Assessments, Meetings, Action Plans, KPIs, Courses, Qualifications, Achieving and Maintaining Competence etc.
- Online exams and tests can be taken and automatically marked (can be invigilated with password if required). Can be randomised. Full learning objective analysis is provided. Built in administrator so tests can be created in-house.
- Automated complaints (XML) feed to FSA
- KPI reviews, recording and analysis
- Scanned documents, letters or emails can be stored and viewed at any time. Videos and MP3s can also be stored recording evidence of training. Also a central repository of reference material, T&C bulletins, downloadable paper forms and so on can be maintained ensuring all material is up to date. Dashboard reminders show new material is available.
- Full audit trail and flexible access levels so you can manage who can see what
- Most configuration easily performed in-house
- Integrates with our other products
- Theming and branding for your own company
- Existing data can be imported or linked (for example from MS Access, Excel, Word, Oracle, SQL Server, MySQL etc.)
- We can securely host and manage for you or can install on your own servers (IIS, SQL Server and ASP.NET required)
