---
pdfexport: true
alias: tutorials-traineescenario
timetoread: true
tutorial: full
description: "This documentation outlines how to set up a trainee scenario where an employee learns under the supervision of an experienced"
---

# Trainee Scenario

The Trainee Scenario is common across industries in which some employees are considered trainees (apprentices) and thus can only work under the supervision of a more experienced (trainer) employee.

This tutorial will show you how to use the Trainee Scenario.

## Overview

This document will guide you through the setup of a scenario where you can configure an **Employee** as a Trainee for a **Certification**. The **Certification** in question will later allow the **Employee** to work on any given **Resource** that requires the **Employee** to hold the **Certification**. This scenario will allow another **Employee** to act as the Trainer and supervise any operations performed on the **Resource** while the Trainee does not yet hold the **Certification**.

!!! note
	After successfully obtaining the **Certification**, the employee no longer requires supervision.

## Scenario Setup

To enable trainees for a specific **Certification**, follow the steps described on the table below:

| **Step Number** | **Step**                              | **Description**                                                        |
| --------------- | ------------------------------------- | ---------------------------------------------------------------------- |
| **1**           | **Create the Employees**              | You need at least one Trainer and one Trainee.                                                                      |
| **2**           | **Create the Certification**          | Set a specific property in the **Certification** to allow trainees. |
| **3**           | **Assign Certification to Employees** | Set adequate **Certification** configurations for each **Employee**.    |
| **4**           | **Configure the Resource**            | Set adequate personnel requirements for a **Resource**.                 |

Table: Steps to setup the trainee-related Entities

After the setup of these entities is performed, you can proceed with assigning **Certification** to **Employees**, as Trainer or Trainee, and at the selected **Resource**. The steps below will help you to create the adequate scenario:

## Step 1: Create the Employees

The following diagram shows you the relationships between **User** and **Employee**. You need a Critical Manufacturing MES **User** associated to your system user account and you must have an **Employee** associated to that **User** to perform operations on **Resources**.

```mermaid
graph LR
    Main[Employee] === A1[User]
    A2[Resource] -.- N1[Resource Personnel Requirements] -.- A3[Certification] --- Main

classDef mermaid_title color:#000, fill:#fafafa, stroke:#fafafa, stroke-width:0x, font-size:100%, font-weight:200;
classDef mermaid_start color:#000, fill:#fafafa, stroke:#fafafa, color:#fafafa, stroke-width:0x, font-size:100%, visibility: hidden;
classDef mermaid_businessdata color:#000, fill:#65CDE8, stroke:#65CDE8, stroke-width:0px, font-size:100%;
classDef mermaid_nonbusinessdata color:#000, fill:#B7DEE8, stroke:#B7DEE8, stroke-width:0px, font-size:100%;
classDef mermaid_entity color:#000, fill:#FB9F53, stroke:#FB9F53, stroke-width:0px, font-size:100%;
classDef mermaid_entitylinked color:#000, fill:#FCD5B5, stroke:#FCD5B5, stroke-width:0px, font-size:100%;
classDef mermaid_context color:#000, fill:#B9CDE5, stroke:#B9CDE5, stroke-width:0px, font-size:100%;
classDef mermaid_optional color:#000, fill:#B7DEE8, stroke:#65CDE8, stroke-width:1px, font-size:100%, stroke-dasharray: 5 5;
class Main mermaid_entity
class A1,A2,A3,A4,A5,A6,A7,A8,A9,A10,A11,A12 mermaid_businessdata
class N1,N2,N3,N4,N5,N6 mermaid_nonbusinessdata

click Main "../../userguide/business-data/employee"
click A1 "../../userguide/administration/security/users"
click A2 "../../userguide/business-data/resource"
click A3 "../../userguide/business-data/certification"
```

Begin by creating the **Users** and **Employees** for the scenario where you have one Trainer and one Trainee. Considering a situation where there are no system objects created and you are starting from a clean system. First of all, create the **User** for the Trainer by going to the **Security** entity in the **Administration** menu, accessing the Users section, and creating a new **User**, which in this case is the Services User you see below:

![Create the Trainer User](../../images/trainee_01_user_trainer.png)

!!! info
	If users already exist, you can also use an existing system user as a Trainer, provided that **User** has an appropriately associated **Employee**.

Now create an **Employee** to associate to the **User** you just created. Go to the **Employee** entity in the **Business Data** menu and create a new **Employee**:

![Create the Trainer Employee](../../images/trainee_01_employee_trainer.png)

After the Trainer is created, create the **User** for the **Employee** that will be the Trainee:

![Create the Trainee User](../../images/trainee_01_user_trainee.png)

![Create the Trainee Employee](../../images/trainee_01_employee_trainee.png)

After all user-related objects are created, move to the **Certification**.

## Step 2: Create the Certification

Navigate to the **Business Data** menu, select the **Certification** entity and create the new **Certification** that will be assigned to the **Employees**.

![Create a new Certification](../../images/trainee_02_certification.png)

Several properties must be configured in the **Certification** to allow trainees:

| Property | Description |
| --| ----- |
| **Allow Manual Grants** | Whether you can manually grant the **Certification** to **Employees**. |
| **Enable Trainees** | Whether trainees will be allowed for this **Certification**. |
| **Trainee by Default** | Whether new **Employees** that are assigned the **Certification** will be set as Trainee By Default. |
| **Training Maximum Duration** | Set the time period that will be used when assigning the **Certification** to an **Employee**. |

Table: Relevant properties to allow trainees for a given Certification

Set the **Allow Manual Grants** and **Enable Trainees** flags as `true` and select a value of 2 days for the duration of the training period:

![Configure Certification to allow trainees](../../images/trainee_02_certification_trainees.png)

!!! info
	For more information, see [Create Certification](../../../userguide/business-data/certification/create_certification.md).

Select **Create** to move to the next step.

## Step 3: Assign Certification to Employees

With all objects now created, assign the **Certification** to both **Employees**. Open the **Certification** you created, navigate to the **Employees** section in the **Details** view and select **Assign** located on top of the grid:

![Assign Certification to Employees - Start](../../images/trainee_03_certification_assign_button.png)

Select both **Employees** from the list of available entries and select **Next** to continue.

![Assign Certification to Employees - Employees](../../images/trainee_03_certification_assign_employees.png)

In this section you can configure the **Certification** assignment for both **Employees**. Ensure that the Trainer and Trainee are configured accordingly:

### Trainer

Set the **Granted** flag to `true` and then set the **Employee** as a Trainer for this **Certification**. Since the process is manual, the current date will be set as the certification date.

!!! warning
	Setting an **Employee** as Trainer for this **Certification** is an individual process, meaning that it does not automatically make the **Employee** a Trainer for any other **Certification**.

![Assign Certification to Employees - Trainer](../../images/trainee_03_certification_assign_trainer.png)

### Trainee

Since we configured the **Certification** to allow manual grants, proceed to granting the **Certification** to the **Employee** and set the Trainee flag as `true`. Notice that the **Valid To** value has been automatically set with the date as `Certification Date + Training Maximum Duration`, indicating the proper validity of the **Certification** assigned to the **Employee** that is set as Trainee.

!!! warning
	After this period expires, if the Trainee status of **Certification** is not changed (unsetting the **Trainee** flag), the **Employee** will not be allowed to check-in at a **Resource** that requires this **Certification** for operation.

![Assign Certification to Employees - Trainee](../../images/trainee_03_certification_assign_trainee.png)

After this step is completed, these are the contents of the **Employees** section of the **Certification**:

![Assign Certification to Employees - Employee list](../../images/trainee_03_certification_employees_list.png)

!!! info
	For more information, see [Assign Employees to Certification](../../../userguide/business-data/certification/assign_employees_certification.md).

## Step 4: Configure the Resource

In the **Resource**, configure it to require the **Certification** you just configured for operations.

Navigating to the **Business Data** menu, select the **Resource** entity and open the **Resource** you want to configure. Navigate to the **Personnel** section in the **Details** view and select **Manage** located on top of the grid:

![Configure the Resource - Start](../../images/trainee_04_resource_personnel_button.png)

Several properties must be configured in the **Resource** to set personnel requirements including the need for a **Certification**:

| Property | Description |
| --| ----- |
| **Enable Check-In** | Must be set to allow other options for personnel requirements on this **Resource**. |
| **Restricted** | Whether the **Employee** performing check-in must select the position in which the **Employee** is checking-in. |

Table: Relevant properties to allow personnel requirements for a given Resource

Set the **Enable Check-In** and **Restricted** flags as `true` and continue to the next section.

![Configure the Resource - Check-In](../../images/trainee_04_resource_personnel_checkin.png)

Add a new **Certification** by selecting :material-plus: in the left section. Select the **Certification** you created and set the following values in the other fields:

* Quantity (set as `1`) - the number of required **Employees** that hold the **Certification**.
* Allocation (set as `1`) - configures the percentage of working time that is allocated to each **Employee**. A value of `1` indicates 100% allocation.
* Allocation Type - used for Scheduling purposes, not important for this tutorial, leave it with the default value.
* Exclusive (set as `false`) - indicates whether the **Certification** should be used exclusively by a single **Employee**. If you set this as `true`, the value for Allocation will be set as `1`.

!!! info
	For more information, see [Manage Personnel](../../../userguide/business-data/resource/manage_resource_personnel.md).

![Configure the Resource - Personnel Requirements](../../images/trainee_04_resource_personnel_requirements.png)

Select **Update** to close the wizard and move on to the next step.

## Scenario example

Consider that the Trainee is undergoing training for the **Certification** that was assigned above. To continue training, the Trainee is required to perform operations on a **Resource**.

### From the point of view of the Trainee

The Trainee is logged into the system and navigates to the **Resource View** of the **Resource** configured above. Since the **Resource** is set as restricted to specific **Certification** holders and requires check-in to be operated, the Trainee selects **Check-In** on the top ribbon:

![Check-In at Resource - Certification](../../images/trainee_05_resource_checkin.png)

!!! note
	The **Certification** has the indication that it requires a signature of a Trainer for proper check-in, thus fulfilling the personnel requirements configured above.

Select the **Certification** and proceed to the next step, since there are no other **Employees** checked-in. When attempting to complete the check-in process, a window will be displayed requiring a signature from a defined Trainer for that **Certification** in that **Resource**:

![Check-In at Resource - Trainer Signature](../../images/trainee_05_resource_checkin_sign.png)

After the signature (biometric, password or PIN) is entered, the Trainee can continue with the process.

### From the point of view of the Trainer

After a Trainee is logged into the system (with proper authentication from the supervising Trainer), a Trainer can manage the Trainee using the **Manage** operation, accessible through the **Area View** or directly through a **Resource**.

![Check-In at Resource - Certification](../../images/trainee_05_resource_areaview_manage.png)

!!! info
	Using the **Area View** provides the extra advantage to check-in or check-out multiple **Employees** at multiple **Resources** in the **Manage Resources Trainees** wizard.

![Manage Resource Trainees - Select Resource](../../images/trainee_05_resource_manage_resource.png)

In this wizard, a Trainer can manage which of the trainees is logged into a specific **Resource** and perform check-in/check-out operations by selecting/deselecting the flag next to the Trainee.

![Manage Resource Trainees - Manage Trainees](../../images/trainee_05_resource_manage_trainees.png)

!!! info
	For more information, see [Manage Trainees](../../../userguide/business-data/resource/manage_resource_trainees.md).

## Trainee Check-ins at Maintenance Activity Orders

If there is an active Maintenance Activity Order that requires check-in (the property Restrict Check In is set to `true`), when an Employee is checking-in using a Certification for which they are a Trainee (the property Is Trainee is set to `true`), the identification and electronic signature of a valid certified Trainer (with state as `Active` or `Grace Period` and Is Trainer set to `true`). Note that if the Trainer has the property Require Clock-In set to `true`, the Trainer must be Clocked-In.