Revision as of 16:19, 9 December 2014

1 Overview

As part of the Quality Assurance - Support aspect of the C.L.A.P.S. approach, © SMARTER plans are self directed learning plans based on QA assessments.

2 Setup

In order to deliver SMARTER plans a few things need to be in place.

• You must have a form built that is of type "Quality"
• You must have questions in your quality form
• Those questions must be linked to training material either eCourse or externally
• The questions must have weightings, where a score of at least 1 or more is required
• Within the quality options SMARTER plan support must be enabled
  • Main Menu > Form Management > Form - Primary Management > Form - Edit > Choose your Form > From the console on the left choose Quality Options > In the Support Options section on the right find "Support Options" and set it to SMARTER and the SMARTER Compilation to True.
• You must perform some assessments and achieve less than optimal scores

SMARTER plans only generate after the SMARTER support option is turned on and an outcome is used on the assessment. Mass re-scoring will not cause mass recreation of SMARTER plans.

Once the assessments are performed, then there may be SMARTER plans to deliver.

It is possible to do multiple releases of SMARTER plans however it is generally recommend to do them once all QA assessments for the period have been completed and reviewed.

3 Releasing the plans

There are two ways to release the plans. Directly and through the Form Management console.

• Main Menu > Form Management > Form - Primary Management > Choose the form > From the console on the left, scroll to the bottom Phase 5 - Support > Push SMARTER Plans
• Main Menu > Quality Assurance > Quality Assurance Functions > Support - Distribute SMARTER action plans > Choose the form >

The screen will present all of the SMARTER plans to be sent out.

Putting a tick option beside each plan will push them to the relative person.

4 Retrieving the plans

For a user to retrieve their SMARTER plan

Main Menu > Quality Assurance > My SMARTER plans > My outstanding SMARTER plans

When a plan item has been clicked, it is removed from the outstanding plans. It is possible to find previous plans that have been clicked.

Main Menu > Quality Assurance > My SMARTER plans > My completed SMARTER plans > Choose the date/time range when the items were first clicked

Topic:Key Concept Topic:Module Specific:Quality Assurance Topic:Module Specific:Form Management