ERP Training Process
ERP Training Process
Report by: y y y y y y Jeetu Gambani Ritesh Gandhi Suhail Gaziani Vinay Iyer Vishal Jadhav Rahul Jagetiya PG-73 PG-74 PG-75 PG-76 PG-77 PG-78
CONTENTS
1. Introduction to ERP 2. Need for ERP in modern businesses 3. Exploring Training Process 4. Accessing Training needs 5. Deciding who to train 6. Challenges for Trainer 7. Choosing training methods 8. Using training materials 9. Evaluation, follow-up and support 10. Process of training 11. Steps in Training Process 12. ERP Training Online 13. Types of ERP training packages 14. Master data 15. Transactional data 16. Usage of data
But, with new software and hardware comes the challenge of Training the employees on how to use the system effectively so as to generate fruitful returns on the investments made on these systems. This Training is both expensive and time consuming, as employees are is typically different in their technical backgrounds and how they learn. Having to spend too much time on employee training can reduce the company s opportunity to make money through their normal operations. When using individual ERP modules, the company will reduce training time and only have a need to educate employees on specific responsibilities that pertain to their jobs.
Exploring the Training Process Training is a means of communicating new knowledge and skills and changing attitudes. It can raise awareness and provide people with the opportunity to explore their existing knowledge and skills. There are many different kinds of training for many different audiences, including service providers and service users.
Why is training important? As well as giving people new skills and knowledge, and maintaining existing skills, training can: y y y y y y increase people s confidence confirm to people the value of what they are already doing enable people to pass on new skills to colleagues in the workplace raise general awareness change people s attitudes improve morale.
Training can play an important role in improving health workers effectiveness. Whether training is part of an ongoing process of professional development or simply about learning a specific skill, it can improve people s skills and knowledge and help them carry out their job more effectively.
What is training? One definition of training is the process of bringing a person to an agreed standard of skill by practice and instruction . Another definition is a trainer and participant working together to transfer information from the trainer to the participant, to develop the participant s knowledge, attitudes or skills so they can perform work tasks better . Taken together these definitions say two things: 1. Training is directed towards agreed standards or objectives. These are sometimes called learning outcomes what you want people to learn from training. 2. The person being trained participates with the trainer in the training activity, rather than simply receiving instruction. Training usually involves participation. This means that a person being trained has an active role in the training process, rather than a passive role. Also it often takes place in the workplace or community where the skills and knowledge being communicated will be used.
Accessing Training needs How to assess training needs Training is a means of communicating new knowledge and skills and changing attitudes. It can raise awareness and provide people with the opportunity to explore their existing knowledge and skills. But, to be effective, training should be based on the needs of the people who are being trained (the participants). Training needs should be identified by both participants and their managers. Training should not only meet the needs of people being trained, but should meet the needs of the organization or project they are working for, and contribute to better services or standards for service users. A training need is the gap between what somebody already knows, and what they need to know to do their job or fulfill their role effectively. By identifying training needs trainers can decide what the objectives of the planned training should be. The first step in identifying training needs is to assess the current level of knowledge and skills of the participants. The second step is to clarify what skills, knowledge and attitudes people need to do their jobs or tasks.
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The trainer needs to decide what can realistically be covered during a training session. Trainers should aim to ensure that training objectives (what they want people to learn from the training session or programme) are very clear. Trainers can then plan training so that it addresses only those objectives. Training is an ongoing process. Participants need support and encouragement to use their new knowledge and skills in their work. Ideally, training programmes should give participants the opportunity to give feedback on the training they have received and problems encountered in applying it in their everyday work.
The following will help you decide who should attend your training: y Who will participants work with when they have finished training? For example, if the training is about antenatal care it may be more appropriate to train female health workers in areas where female modesty is important. If the training is about sex education it may be better to train a range of people who can then work with their own peer groups. y Do participants need to have certain skills or knowledge? Some training courses may require participants to have background knowledge. For example, if the training is about treating opportunistic infections in people with HIV/ AIDS, then participants need to have some knowledge of HIV/AIDS. y Will training be relevant to participants jobs? For example, if the training is about setting up a programme for treating tuberculosis, the most suitable participants are district health managers, rather than community health workers. Participants learn best when they can see clearly how the training can be used in their lives or work.
y Do participants have the support of colleagues and managers? For training to be used in the workplace, participants need to have the support of managers and colleagues so that they can use skills and knowledge when they return to work. y Is it possible to train two people from the same area? This means that when training has ended and participants have returned to work they can provide each other with support.
Challenges for the trainer Trainers need specific skills in order to run a successful training session. There are many theories on how to conduct training successfully, but it is often easier aid than done . It is crucial that training theory is adapted to practical situations and trainers need the skills to be able to do this. Skills Developing a rapport A trainer who builds a good relationship with participants is more likely to succeed in engaging and communicating well with participants. Practical ways to build a good relationship with participants include: y knowing them by their first name y knowing their strengths and weaknesses y spending informal time with them during the course. A trainer should be able to relate to many types of people and be able to encourage them to contribute. A trainer who develops a good rapport with participants is in a better position to encourage them to take responsibility for their own learning.
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Discussions To be useful, a discussion has to involve participants. To ensure that this happens, trainers and participants must agree ground rules for the discussion. The best way to do this is to ask the group what they think the ground rules should be, then write them on a large piece of paper where everyone can see them. The trainer and participants can then remind people of the ground rules if they are broken during the discussion. Ground rules may include statements like: y respect opinions y only one person to talk at a time y keep to the subject y no shouting y everyone to contribute. Discussions are more successful if they have a purpose and a focus. Discussions that are too general often result in people going off the subject. To focus a discussion, start it by using a visual aid, a video or some other training materials. Then ask questions like: What is happening in the picture/video? Why is this happening? Have you experienced things like this in your work? Discussions are useful because they enable participants to:
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y Wallcharts Pictures, diagrams or graphs that are put on a wall. They can include more information than posters because the trainer is there to explain them. y Flashcards A series of cards, with words or pictures, which are shown to a group to stimulate discussion. y Flip charts Large sheets of paper with key points that can be used to stimulate discussion. y Slides or overheads shown using a projector. When choosing visual aids remember to take into account local, social, cultural and religious beliefs and practices. Also, choose visual aids relevant to the topic of the training session, the experience of the participants and the size of the group. Sometimes it is best to use visual aids that are specifically designed for teaching. However, sometimes people learn more when they create their own visual aids. Videos Videos are useful for holding the attention of participants and generating discussion. Used on their own they are not effective as a method of teaching, but they can be used with other methods. They are also useful for introducing a subject. Before showing a video explain what it is about, and discuss it with participants afterwards. Videos often come with facilitator guides that contain background information, questions to use in a training session and suggestions for activities. There are practical considerations when showing a video: a video shown on a small screen is not suitable for a group of more than 20 people and films need to be shown in a darkened area.
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Handouts There are many types of handout. They can be a brief written summary of points made during training or further background information on a subject (this may be a photocopied page from a book). These types of handout are usually given out after talks. Others, such as those explaining an activity or practical task, are given out at the beginning of a training session. Handouts can usefully include diagrams. Tips for using summary handouts: y Tell people that you will give them a handout at the end of the talk, so they listen to you rather than spend time trying to write notes. y Try to give them out after a talk, rather than before, or people might spend time reading the handouts rather than concentrating on what you are saying. y Handouts should only be used in conjunction with other training methods (i.e. a talk). y Think of summary handouts as reminders. Keep them short and simple.
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Evaluating training Evaluation is crucial for providing further information about future training. If your training has been well received and has resulted in positive changes in how people do their jobs, then it has clearly been a success and is worth repeating. On the other hand, if participants say they did not like the training and it has no effect on how they do their jobs, then the training needs to be changed. Sometimes evaluating training also might result in further new training needs being identified. Here are some questions to ask when evaluating training: y y y y Did you (the trainer) think the training went well? Did participants enjoy the training? Did participants learn from the training? Has training changed how participants do their jobs?
Evaluation can take place during a course, e.g. at the end of a session or at the end of a course. Participants can feed back their opinions by filling in questionnaires or having a short discussion about what they have learnt. Trainers can use these to assess whether learning objectives have been met. One way of evaluating training courses is by using a questionnaire at the end of the course, which gives participants the chance to give immediate feedback on course content.
Training evaluation form Give out evaluation forms at the end of a training session and allow a few minutes for people to complete the form. Give them the option of putting their names on the form or not. Ask participants to fill it in as fully and honestly as possible and to hand in the form as they leave. You can use the information given on the forms to help you revise existing training and plan new training.
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TYPES OF ERP TRAINING PACKAGES: 1. Self-paced online software demonstration Software demonstrations are perfect for a self paced learning of new processes. By watching a guided demonstration of each part of a process, the user can easily learn new tasks and procedures. The modules can be reviewed at any time to re-enforce the learning process. 2. Interactive training simulation By adding interactivity to the demonstration the learning process is deepened and is made more pleasant. Based on the study of Neuro-Linguistic Programming, kinaesthetic people learn more by actually doing the steps, than by merely watching them. Our interactive simulations provide users with a safe and easy environment in which to practice their understanding and still feel guided. 3. Professional voice over instructions If required, a professional voice over can be inserted to also provide verbal instructions to reinforce the learning experience. Auditory style people tend to benefit from having the learning message reinforced verbally.
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Trainer Master Table 1. 2. 3. 4. 5. 6. 7. 8. 9. 7. 8. Trainer Id Trainer name Training Topic Trainer Joining Date Training Fees Number of Trainees Type of Staff (New/Existing) Type of Training (General/Technical) Rating for last Training Date of Training Time of Training
Employee Master Table 1. Employee Id 2. Employee Name 3. Employee Address 4. Employee Contact 5. Employee Email id 6. Designation 7. Date of Joining 8. Salary 9. Bonus 10. Department Id 11. Performance Rating 12. Trainings attended (Yes/No)
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Transactional Data 1. 2. 3. 4. 5. 6. 7. 8. Trainer Id Employee Id Department Id Training Date Training Time Number of Trainees Rating of Trainer Rating of Trainee
Usage of Data 1. 2. 3. 4. 5. 6. 7. 8. Who are the employees trained? Who is the Trainer? How many trainees are trained? Schedule of Training Effectiveness of Training Effectiveness in Production Capacity Performance of Trainer as well as Trainee Is any more training program required?
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