Linking Training Courses to Assets

Before linking training to an asset:

• The asset must already exist in Engage.
• The required Training Course must already exist.
• The employee must be assigned the course through the appropriate role or training assignment.
• You must have authority to manage the Training Course.

Linking a course to an asset does not itself train an employee. It connects the asset to the competency represented by that course.

1. Go to the relevant Training Course.
2. Edit the course.
3. Locate Assigned Assets.
4. Select the asset or assets that require that competency.
5. Save the Training Course.
6. Ensure the course is assigned to the appropriate employee roles.
7. Open the saved asset.
8. Select the asset’s Training tab.
9. Open View Actively Trained Employees to see who is currently trained.

Open the Training Course that represents the competency required to use or operate the asset.

Example:
Civil Plant Excavator Competency

Edit the course to review its configuration.

Locate the Assigned Assets field on the Training Course.

Select the asset or assets that require the competency represented by the course.

Multiple assets can be linked to the same course where they require the same competency.

Example:
A Civil Plant Excavator Competency course may be linked to several excavators within the fleet.

Save the Training Course after assigning the required assets.

Employees must also be assigned the Training Course through the appropriate role or training assignment.

The asset link and employee training assignment work together:

• The course defines the competency.
• The asset is linked to that competency through Assigned Assets.
• The employee receives the competency through their assigned training.

If the employee does not hold the linked course, they will not appear as an actively trained employee for that asset.

Go to Assets > Assets and open the asset.

Select the Training tab.

The Training tab displays the Training Courses currently linked to the asset.

This provides a quick way to see what competency is expected for the asset without having to search through the Training module separately.

From the asset’s Training tab, use the available action to open View Actively Trained Employees.

The list shows employees who currently hold the competency linked to the asset.

Information displayed includes:

• Employee Name
• Role
• Shift Status
• Renewal Date
• Days to Renewal

This makes it easier to identify who is currently trained to operate or use the asset and when that competency may require renewal.

The Training tab provides an operational view of competency around the asset.

It can help answer practical questions such as:

• Who is currently trained to use this asset?
• Which course or competency applies to it?
• When does an employee’s training expire or renew?
• Do we have enough trained people available to operate this equipment?

This is particularly useful for plant, machinery, vehicles and other assets where competency, licensing or internal authorisation is important.

It also supports relevant health and safety requirements by making training and competency information visible from the asset itself.

Review the asset-training relationship when:

• A new asset is added to the fleet.
• An asset requires a different competency.
• A Training Course is replaced or retired.
• Employee roles change.
• Training expires or requires renewal.
• The asset is removed from service.

Keep the relationship current so the Training tab continues to represent who is genuinely competent to use the asset.

The Training tab does not show the course
Check that the asset has been added to the Training Course under Assigned Assets and that the course was saved.

The employee does not appear under View Actively Trained Employees
Check that the employee has been assigned the relevant Training Course and that their training is current.

The wrong employees are appearing
Review the course assignment and the employee roles linked to that Training Course.

The asset is linked to the wrong course
Edit the Training Course and review its Assigned Assets.

The employee’s Renewal Date is approaching
Review the employee’s training record and complete the applicable renewal process.

The asset has no Training tab information
No Training Course may currently be linked to that asset.

• Creating an Asset
• Managing an Asset After Creation
• Using Forms with Assets
• Assets – Scheduled and Meter Maintenance
• Using Asset QR Codes
• Assigning Assets to Employees
• Managing Training Courses