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Safety · Safety officer · 6 minutes

Safety Formation

Assign training to operators — WHMIS, TDG, role-specific — track completion and expiry.

What it tracks

Every operator has a training matrix. WHMIS is every-3-years. TDG is every-3-years. Role-specific (chrome handling, cyanide handling, respirator fit test) is usually annual.

Menu: Plating → Safety → Formation (definitions) and Plating → Safety → Formation Records (individual completions).

Formation types

Configuration: Plating → Configuration → Formation Types.

Each training type:

  • Name (WHMIS Module 1, TDG, Respirator Fit Test, etc.)
  • Frequency (annual, biannual, 3-year, one-time)
  • Required For (selection of work roles or facilities)
  • Delivery Method (online / classroom / on-the-job)
  • Certification Provider (external vendor or internal trainer)
  • Document Template (completion certificate PDF)

Assigning training

Open an employee (HR → Employees) → Safety Formation tab.

Or bulk-assign:

  1. Plating → Safety → Formation → pick a training type.
  2. Click Assign.
  3. Filter operators by work centre / role.
  4. Select and assign.
  5. System creates pending training records with due dates.

Recording completion

When training completes:

  1. Open the training record.
  2. Enter Completion Date.
  3. Upload Certificate PDF (or photo of signed attendance sheet).
  4. System calculates next-due date from the training type's frequency.
  5. Save — status → Current.

Formation compliance dashboard

Plating → Safety → Formation shows:

  • Formation due within 30 days (yellow)
  • Formation overdue (red)
  • Operators with > 1 overdue training (flagged)

Red items block operator assignments. An operator can't clock in at a chrome line if their cyanide-handling training is overdue.

New-hire onboarding

When a new employee is hired:

  1. Assign role on the employee record.
  2. System auto-creates a required-training checklist (everything the role requires).
  3. Orientation week: Safety Officer walks through the list.
  4. Each completed training goes into the employee's record.
  5. Once all required items are current, operator is cleared to clock in.

Audit export

Click Export Formation Matrix for a spreadsheet:

  • One row per employee
  • One column per training type
  • Cell = expiry date (red if overdue)

Auditors love this format.

What can go wrong

Operator clocking in but training is overdue

System blocks it. If the block is wrong (system has stale data), look at the training record — maybe it was renewed but the completion date wasn't entered. Fix the record, try again.

Formation delivered but nobody recorded it

Classic gap. Set a weekly reminder for the Safety Officer to close out the week's training. Or use the attendance-sheet photo workflow — snap on the way out of the session.

External vendor certificate not arrived yet

Temporary 30-day acceptance with a Pending Certificate flag. After 30 days without the paper, the training reverts to Incomplete and blocks assignment.