Measure Details

In the measure details, you edit the information of a measure, add evidence, and define the target hours for the individual tasks to be considered in this measure.

Topic	Enter the topic of the measure.
Content	A brief explanation of the measure content should be recorded here.
Category	What type of measure is this?
Organizer	Enter the organizer of the measure.
Location	Enter the location where the measure takes place.
Individual Task	Optional: Select which individual task this measure relates to.
Individual Task Update	Indicates whether the defined individual task should be automatically updated in qualification level. This can raise the rating to the individual task's defined target level or to the maximum rating level
Fiscal Year	In which fiscal year will this measure take place?
Valid From/To	Shows the period during which this measure is valid. By default, this is the current fiscal year.
Execution Until	Date by which the measure is to be conducted.
Conducted By	Enter the event leader (e.g. the instructor, the workshop leader).
Conducted On	Shows the date on which the measure was conducted.
Measure Type	Is the measure, for example, a training course, a workshop, an instruction session?
Interval	Sets the interval at which the measure becomes due again. For example, this could be a measure that is repeated once a year. When an interval measure is completed, you will be asked whether a new measure should be automatically created for the next time interval.
Duration	Enter a whole number for the duration of the measure and define the time unit for it.
Time Unit	Sets the time unit that the measure takes up.
Start/End	Specify when the measure starts and ends.
Fees	Here you record the costs of the measure. Up to four cost groups are supported. These are: Fees Additional Costs Catering Costs Hotel Costs
Exam	Specify whether an exam takes place following the measure.
Exam Passed	Enable the checkbox if there was an exam and it was passed.
Exam Date	If there is an exam for the measure, set the exam date here.
Effectiveness Review Required	Enable this checkbox if an effectiveness review is to be conducted after the measure has been carried out.
Assessment	Assess the success of the measure for the respective employee here.
Comment	You can add comments here if needed.
Measure Completed/Archived	This option enables completing or archiving a measure.
Training Plan?	Shows whether this measure can be managed via training planning.
Statutory Training?	Shows whether this measure is a statutory training.
Responsible	Shows who is responsible for this measure.

Effectiveness Review

In this documentation screen, you can enter all essential content for an effectiveness review.

The training objectives in this screen are based on the training objectives of the current measure, provided the objective is marked as effectiveness-relevant.

However, you can also define your own objectives and assess them accordingly to support the overall assessment.

The final assessment overall determines the status of this effectiveness review.

The following assessments are available to you:

Status

This field shows you the status of the measure.

It shows you, for example, whether there are still unfulfilled target hours or missing evidence.

The "All evidence present" checkbox is automatically enabled when all specified evidence is marked as present.

Suggest as Standard Measure

If you have created a measure that is to be conducted regularly or repeatedly and would therefore be ideal as a standard measure, use this to suggest adopting this measure as a standard measure into the measures catalog.

The suggestions must be processed by an Administrator or HR, since only they have the necessary permissions.

Evidence / Target and Actual Hours / Training Objectives

Evidence:

	You have the option of storing scanned evidence (if it is available in PDF format) directly in Q-Matrix™. This button opens a dialog window through which you select the desired PDF file and store it as evidence.
	If a file is stored for a piece of evidence, you can view it with this button.
Document Type	Select what type of evidence this is (e.g. certificate of attendance, certificate, etc.).
File Name	Shows the file name of the file stored for this evidence.
Additional Description	Here you can specify the evidence in more detail if needed.
Evidence Required	Specify whether the evidence must be submitted (enabled checkbox) or is optional.
Evidence Completed	Enable the checkbox if the employee has provided the evidence.
Actual Hrs	How many hours did the employee spend obtaining this evidence for the assigned individual task?
Evidence Date	Enter the date on which the evidence was provided.
Individual Task	If the evidence is to be assigned to an individual task, you can specify it here.

Target/Actual Hours:

Individual Task	Define an individual task here for which you want to define a number of target hours.
Target Hours	Enter the number of target hours.
Actual Hours	Shows how many hours the employee has already fulfilled. This value is taken from the actual hours value of the respective evidence assigned to the desired individual task.

Training Objectives:

Objective ID	Define an identifier for the objective here
Training Objective	Free-text entry for the actual objective
Description	A description of the objective
Effectiveness Relevant	Specify whether the objective is effectiveness-relevant (enabled checkbox) or not