Dates

 

Attendees

 

 

 

 

 

 

 

 

 

 

 

CARM Training. 1

 

General User Functions Part 1. 3

General User Functions Part 2. 3

 

Supervisory Functions Part 1. 3

Supervisory Functions Part 2. 3

 

Duty Planning Functions Part 1. 4

Duty Planning Functions Part 2. 4

Duty Planning Functions Part 3. 4

Duty Planning Functions Part 4. 4

 

Availability Functions. 5

 

Enquiry Functions. 5

 

Report Functions. 5

 

Payroll Preparation Functions Part 1. 6

Payroll Preparation Functions Part 2. 6

 

Training Management Functions Part 1. 6

Training Management Functions Part 2. 6

 

System Administration Functions Part 1. 7

System Administration Functions Part 2. 7

System Administration Functions Part 3. 7

System Administration Functions Part 4. 7

 

System Administration Functions Part 5. 8

System Administration Functions Part 6. 8

 

Witness Management Functions Part 1. 8

Witness Management Functions Part 2. 8

 

CARM Training

 

 

Training Course

 

Target Audience

 

Functions

 

Days

General User

End users

General User

1

Supervisory

Overtime /activity request authorizers

General User

 Supervisory

Senior User

 

Resource Managers & Duty Planners

This should include CARM Administrators – see below.

General User

Supervisory

Duty Planning

Availability

Enquiry

Report

2

CARM Administrator

 

Those responsible for the maintenance of CARM e.g. creating new users, setting up compensation rules, creating new shift patterns

This may include 1 or more Senior Users.

General User

Supervisory

Duty Planning

Availability

Enquiry

Report

Payroll

Training Management

System Administration

2

Training Management

Anyone who is responsible for planning training courses directly through CARM.

Training Management

System Administration

1

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Day 1

 

(1:30)                      9:00 - 10:30                             (0:15)

        General User Functions Part 1

 

v      Getting Started                                                                                                                 CARM Miscellany.htm#General

v      Understanding Your Home Page                                                                                   FWWPMainMenu.htm#UnderstandHomePage

v      Show My Full Details                                                                                                      FWGPEmployeeDetails.htm

v      Read and Send Messages                                                                                              FWWPUserMessages.htm

v      Show My Personal Details                                                                                             FWGPPersonDetails.htm

v      Show My Overtime Availability                                                                                    FWGPOvertimeAvailability.htm

v      Show My Compensation Rules                                                                                     FWGPRuleDetails.htm

v      Show My Duties                                                                                                              FWGPDutyDetails.htm

v      Show My Requests                                                                                                         FWGPRequests.htm

v      Show My Training                                                                                                           TMVCViewCourses.htm

v      Show My Working Time                                                                                                FWGPWorkingTime.htm

v      Show My Photo                                                                                                               FWGPId.htm

v      Show My Acting Details                                                                                                FWGPActingRank.htm

v      Show My Shift Differentials                                                                                           ENSDRCMPShiftDifferential.htm 

v      Show My Time Banks                                                                 Go To Main Agenda     FWGPTimeBank.htm

                Go

(1:30)                      10:45 - 12:15                           (1:00)

            General User Functions Part 2

 

v      Making Selections                                                                                                           FWGPSelectionMenu.htm

v      Viewing a Daily Duty Sheet                                                                                           ENDDDailyDutiesEnquiry.htm

v      Viewing a Weekly Roster                                                                                               ENWDWeeklyDutiesEnquiry.htm

v      Viewing a Monthly Roster                                                                                             ENMDMonthlyDutiesEnquiry.htm

v      Viewing an Annual Roster                                                                                             ENADAnnualDutiesEnquiry.htm

v      Viewing a 4-week Team Roster                                                                                      ENGMGroupMonthlyDutiesEnquiry.htm

v      Book On and Off                                                                                                              FWWPMainMenu.htm#Bookings

v      Record My Standby Time                                                                                              FWWPMainMenu>htm#RecordOwnStandby

v      Claim My Overtime                                                                                                          TCOTElection.htm#ClaimOwn

v      Request Leave                                                                                                                  DUARActivityRequest.htm

v      Check Overtime Availability (enquiry only)                            Go To Main Agenda     DUCOCheckOvertime.htm

                                                                                                               

(1:30)                      13:15 - 14:45                           (0:15)

        Supervisory Functions Part 1

 

v      Approve Overtime                                                                                                           TCOTApproval.htm

v      Authorize Overtime                                                                                                         TCOTAuthorisation.htm

v      Add and Change Costing Information                                                                         TCOTReAdministration.htm

v      Claim Overtime on behalf of Others                                                                              TCOTElection.htm#ClaimOthers

v      Claim and automatically Authorize Overtime on behalf of Others                           TCOTElection.htm#ElectAuthOthers          

v      De-Authorize Overtime                                                                                                   TCOTDeAuthorisation.htm

v      Change Cost codes                                                                     Go To Main Agenda     TCOTReAdministration.htm

 

(1:30)                      15:00 - 16:30

            Supervisory Functions Part 2

 

v      Authorize Leave and Training Requests                                                                     DUAAActivityRequestAuthorisatio.htm

v      Applying Authorized Requests                                                                                    DURActivityRequestApplication.htm

v      Team Bookings                                                                                                                TCCLIndividual.htm

v      Team Absences                                                                           Go To Main Agenda     TCCLAbsences.htm

 

Day 2

 

(1:30)                      9:00 - 10:30                             (0:15)

          Duty Planning Functions Part 1

 

v      Duty Planning

Ø       Changing Tours                                                                                               DUWRWorkingRoster.htm#Tours

Ø       Swap Tours                                                                                                       DUWRWorkingRoster.htm#SwapTours

Ø       Applying Rest Days                                                                                        DUWRWorkingRoster.htm#RestDays

Ø       Reroster Cancelled Days                                                                                DUWRWorkingRoster.htm#Reroster

Ø       Putting Someone on Standby                                    Go To Main Agenda     DUWRWorkingRoster.htm#Standby

 

(1:30)                      10:45 - 12:15                           (1:00)

Duty Planning Functions Part 2

 

v      Duty Planning

Ø       Applying Activities                                                                                         DUWRWorkingRoster.htm#Activities

Ø       Allocating Duties                                                                                             DUWRWorkingRoster.htm#Duties

Ø       Applying Project/Locations                                                                           DUWRWorkingRoster.htm#Operations

Ø       Applying Assignments                                                                                  DUWRWorkingRoster.htm#Assignments

Ø       Allocating Someone as a Guest                                 Go To Main Agenda     DUWRWorkingRoster.htm#Guest

 

(1:30)                      13:15 - 14:45                           (0:15)

        Duty Planning Functions Part 3

 

v      Duty Planning

Ø       Undoing Changes                                                                                            DUWRWorkingRoster.htm#Undo

Ø       Confirming/Unconfirming Status                                                                  DUWRWorkingRoster.htm#State

Ø       Cover Checks and Resource Cover Graph                                                   DURCResourceCover.htm#ChecksResource

Ø       Applying Notes                                                           Go To Main Agenda     FWGPNotes.htm

(1:30)                      15:00 - 16:30                           (0:15)

        Duty Planning Functions Part 4

 

v      Duty Planning

Ø       Refresh Information                                                                                         DUWRWorkingRoster.htm#Refresh

Ø       Notify                                                                                                                 FWGPNotify.htm

Ø       Activity Scheduling                                                                                        DUWRWorkingRoster.htm#ActivityScheduling

Ø       Long Term Planner                                                                                          DULTLongTermPlanner.htm

Ø       Check Overtime Availability                                                                          DUCOCheckOvertime.htm

Ø       Apply Commitments                                                    Go To Main Agenda     DUACApplyCommitments.htm

       


 

Day 3

 

(1:30)                      9:00 - 10:30                             (0:15)

        Availability Functions

 

v      Personnel Availability                                                                                                     AVPEPersonnelAvailability.htm

v      Time Availability                                                                          Go To Main Agenda     AVTITimesAvailability.htm

 

 (1:30)                     10:45 - 12:15                           (1:00)

          Enquiry Functions

 

v      Intershift Breaks                                                                                                               ENWTInterShiftBreaks.htm          

v      Cover Graph                                                                                                                      DURCResourceCover.htm#CoverGraph

v      Person Bookings                                                                                                              ENECClockingsEnquiry.htm

v      Booked In Personnel                                                                                                       ENECClockedIn.htm

v      Booking History                                                                                                               ENECClockHistory.htm

v      Shift Differentials                                                                                                             ENSDRCMPShiftDifferential.htm

v      Duty Planning Enquiry                                                               Go To Main Agenda     DUWRWorkingRoster.htm#DPEnquiry

 

(1:30)                      13:15 - 14:45                           (0:15)

            Report Functions

 

v      Activity Analyses                                                                                                           RPANSelection.htm

v      Shift Deviations Analyses                                                                                             RPSDSelection.htm

v      Overtime Analyses (Inc Shift Differential Analyses)                                                 RPOVSelection.htm

v      Rest Day Analyses                                                                                                          RPRDSelection.htm

v      Skills Reports                                                                                                                    RPSKSelection.htm

v      Nominal Rolls                                                                                                                   RPNRSelection.htm

v      Personnel Commitments                                                                                                 RPECSelection.htm

v      Sick Days Analyses                                                                                                        RPDSSelection.htm

v      Time Worked Analyses                                                                                                  RPTWSelection.htm

v      Time Bank Analyses                                                                                                       RPTBSelection.htm

v      Working Conditions Reports                                                                                         RPWCSelection.htm

v      Working Conditions Usage Reports                                                                            RPWUSelection.htm

v      Shift Pattern Usage Report                                                                                             RPSUSelection.htm

v      User Profiles Usage                                                                                                         RPSUSelectionUser.htm

v      Absence Profiles Usage                                                                                                 RPSUSelectionAbsence.htm

v      Rank Counts Analyses                                                                                                   RPRCSelection.htm

v      Personnel Details                                                                                                             RPPDPersonnelDetails.htm

v      Training Reports                                                                          Go To Main Agenda     RPSKSelectionTraining.htm

                                                                                                               


 

Day 4

 

(1:30)                      9:00 - 10:30                             (0:15)

        Payroll Preparation Functions Part 1

 

v      Manual Overtime Entry                                                                                                   TCOTMmanualOvertime.htm

v      Overtime and Standby Pre-Validation                                                                          RPPERCMPPayExrtract#OvertimePreVal

v      Overtime and Standby Extract                                                                                       RRPERCMPPayExtract.htm#OvertimeStandbyE

v      Overtime and Standby Post-Payroll                                          Go To Main Agenda     RRPERCMPPayExtract.htm#OvertimePostPayr

 

(1:30)                      10:45 - 12:15                           (1:00)

            Payroll Preparation Functions Part 2

 

v      Shift Differential Adjustments                                                                                       TCADAdjustDifferential.htm

v      Prepare Shift Differential Claims                                                                                    RPPERCMPShiftDifferential.htm#ShiftDiffPrep

v      Shift Differential Pre-Validation                                                                                     RPPERCMPShiftDifferential.htm#ShiftDiffPreV

v      Shift Differential Extract                                                                                                  RPPERCMPShiftDifferential.htm#ShiftDiffExtra

v      Shift Differential Post-Extract                                                     Go To Main Agenda       RPPERCMPShiftDifferential.htm#ShiftDiffPostE

 

(1:30)                      13:15 - 14:45                           (0:15)

        Training Management Functions Part 1

 

v      Planning a Training Course

Ø       Training Centre Details                                                                                   GMTCTrainingCentres.htm

Ø       Training Cancellation Reasons                                                                      GMCRCancelledReasons.htm

Ø       Training Centre Selection                                                                               TMCSTrainingCentreSelection.htm

Ø       Select Course                                                                                                    TMCSCourseSelector.htm

Ø       Attendee Availability                                                                                      TMAAAttendeeAvailabilityEnquiry

Ø       Select Personnel                                                           Go To Main Agenda     TMASAttendeeSelector.htm

 

(1:30)                      15:00 - 16:30

        Training Management Functions Part 2

 

Ø       Edit Course                                                                                                       TMCECourseEdit.htm#EditCourse

Ø       Editing a Planned Course                                                                               TMCECourseEdit.htm#EditPlannedcourse

Ø       Training Summary                                                                                            TMTSTrainingSummary.htm

Ø       Review Travel Time                                                                                         TMRTReviewTravel.htm

Ø       Process Training Requests                                        Go To Main Agenda     DURAActivityRequestApplication.htm

                                                                                                       


 

Day 5

 

(1:30)                      9:00 - 10:30                             (0:15)

        System Administration Functions Part 1

 

v      System Maintenance

Ø       System Control Parameters                                                                            SMSPSystemParameters.htm

Ø       Users                                                                                                                  SMUSUserDetails.htm

Ø       Updating Compensation Rules Information                                                SMCRCompensationRules.htm

Ø       Lookup Tables                                                                                                 SMLULookUps.htm

Ø       Colours                                                                                                              SMCOColours.htm

Ø       User Profiles                                                                                                     SMUPUserProfiles.htm

Ø       Purge Messages                                                                                              SMDHPurgeMessages.htm

Ø       Absence Profiles                                                                                              SMAPAbsenceProfiles.htm

Ø       Configure Client Reports                                            Go To Main Agenda     SMMRMyReports.htm

 

(1:30)                      10:45 - 12:15                           (1:00)

            System Administration Functions Part 2

 

v      General Maintenance

Ø       Shifts and Activities                                                                                        GMACActivities.htm

Ø       Duties                                                                                                                GMDUDuties.htm

Ø       Analyses                                                                                                           GMANAnalyses.htm

Ø       Assignments                                                                                                    GMASAssignments.htm

Ø       Project/Locations                                                                                             GMOPOperations.htm

Ø       Organization                                                                                                     GMOROrganisation.htm

Ø       Skills                                                                                                                   GMSKSkills.htm

Ø       Special Days                                                                                                     GMSDSpecialDays.htm

Ø       Shift Patterns                                                                Go To Main Agenda     GMSPShiftPatterns.htm

 

(1:30)                      13:15 - 14:45                           (0:15)

        System Administration Functions Part 3

 

v      General Maintenance

Ø       Cover Requirements                                                                                        GMCVCover.htm

Ø       Ranks                                                                                                                 GMRKRanks.htm

Ø       Groupings                                                                                                         GMGPGroupings.htm

Ø       Cost Centres                                                                                                     GMCCCostCentres.htm

Ø       Cost Jobs                                                                                                          GMCJCostJobs.htm

Ø       Cost Activities                                                                                                 GMCACostActivities.htm

Ø       Working Conditions                                                    Go To Main Agenda     GMWCWorkingConditions.htm

 

(1:30)                      15:00 - 16:30

            System Administration Functions Part 4

 

v      General Maintenance

Ø       Time Bank Entitlements                                                                                   GMENEntitlements.htm

Ø       Organization Utility                                                                                         GMOUOrganisationUtility.htm

Ø       Default Notifications                                                                                       GMNONotifications.htm

Ø       Skills Authorizations                                                                                       GMSASkillAuthorisatio.htm

Ø       Post Jobs                                                                       Go To Main Agenda     GMPJPOstJob.htm


 

Day 6

 

(1:30)                      9:00 - 10:30                             (0:15)

        System Administration Functions Part 5

 

v      Personnel Maintenance

Ø       Personnel - Joiners, Leavers, Transfers                                                       PMEMEmployeeDetails.htm

Ø       Person Skills                                                                                                     PMEMEmployeeSkills.htm

Ø       Hourly Rates                                                                                                     PMEREmployeeRates.htm

Ø       'Also Known As'                                                                                              PMEAEmployeeAKAs.htm

Ø       Acting Ranks                                                                                                    PMARActingRank.htm

Ø       Posts                                                                              Go To Main Agenda     GMPSPosts.htm

 

(1:30)                      10:45 - 12:15                           (1:00)

        System Administration Functions Part 6

 

v      Data Generation

Ø       Generating Schedules                                                                                     DGSGShiftGeneration.htm

Ø       Regenerating Shifts                                                                                         DGSRShiftRegeneration.htm

Ø       Calculate Entitlements                                                                                     DGECEntitlementsCalculation.htm

 

v      Duties

Ø       Activity Lockdown                                                                                          DUALActivityLockdown.htm

 

v      Reports

Ø       Shift Pattern Usage Report                                                                             RPSUSelection.htm

Ø       User Profiles Usage                                                                                         RPSUSelectionUser.htm

Ø       Absence Profiles Usage                                                                                 RPSUSelectionAbsence.htm

Ø       Monitoring Cost Centres                                            Go To Main Agenda     TCOTCostCentreEnquiry.htm

 

           

(1:30)                      13:15 - 14:45                           (0:15)

                Witness Management Functions Part 1

 

v      Managing Courts and Venues                                                                                       GMCDCourtDetails.htm

v      Managing Countermand Reasons                                                                                GMCRCountermandReasons.htm

v      Court Selection                                                                                                                 WMCSCourtSelection.htm

v      Select a case                                                                                                                     WMWACaseSelection.htm

v      Select Witnesses                                                                                                             WMWAWitnessSelector.htm

v      Setting Trial Date(s)                                                                    Go To Main Agenda     WMWAWitnessAvailabilityEnquiry#SetTrialD                                                                                                        Go To Main Agenda

 

(1:30)                      15:00 - 16:30

        Witness Management Functions Part 2

 

v      View Trials                                                                                                                        WMVTViewTrials.htm

v      Editing a Case                                                                                                                   WMCECaseEdit.htm#EditCases

v      Editing a Trial                                                                                                                   WMCECaseEdit.htm#EditTrial

v      Splitting and Deleting cases                                                      Go To Main Agenda     WMCECaseEdit.htm#SplitDeleteCase

 

                                                                                                END