I am building an app to track employee training. We have about 20 employees and we want to track their ability on 9 different skills. To keep it simple we are just going to have three levels:
Green - no further training required
Yellow - competent, but still need some training
Red - not competent, need a lot more training
I'm just looking to be able to:
1. Look at the list of our employees and see at a glance everyone's level in each skill
2. Could I have a kanban view where I can just drag and drop to change someone's level in a skill?
3. Have individual employee records that detail each skill and where the trainers can add comments to say the next training steps that are needed.
4. Create reports to show how we are progressing from one week/month to another.
All the models I have come up with seem overly complicated so, I just wanted to see if there is a simple model for this before I build something that is unecessarily complicated.
Appreciate any advice on how to get this thing up and running the right way!
Thanks!
Janice
At the most basic level, I think you can set this up with a custom object, some picklist values, a lookup to the user, a lookup to the trainer (probably owner of the record), and a simple dashboard that tracks the progress of each user on their training.
The different skills can be record types, and the picklist values would show the status of completion.
Add some comment fields, set the right permissions (only edit for trainers etc) and you should be good to go.
If you wanna create a nice user experience, add some screen flows for users to complete the different stages of training and voila!
Feel free to DM me on the Ohana Slack if you wanna get on a call and talk through it. Sounds like a fun project!
