Isn’t it tough as your company grows and you add Techs to know who is and isn’t qualified to do what?
I know it was tough for us. And I know it’s tough for people who call me for advice.
That’s why I recommend to them and now to you the use of the following forms to help you.
The first form is a Training Tracking Sheet which is used for every class or whenever you cover a task at length even if it’s in the field. You know the famous “On the Job Training.” Here’s a sample of this first form:
Training Class Tracking Sheet
NOTE: One of these forms is to be filled out for each training session attended or in the field task being trained.
DATE OF THE SESSION: ________________________________________________
SPECIFIC PROGRAM OR TASK BEING DEMONSTRATED:
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
NAME OF PERSON SUPERVISING THE SESSION:
______________________________________________________________________
WHAT THE PERSON BEING TRAINED HAS LEARNED:
______________________________________________________________________
NAME OF THE PERSON BEING TRAINED:
______________________________________________________________________
INITIALS OF PERSON BEING TRAINED:
______________________________________________________________________
What this form will do for you is catalog what Techs do and don’t know. This will allow you to coach or hold accountable a Tech on why they didn’t do a task the right way or by pulling out this sheet and refreshing their memory.
If a Tech has been trained and they demonstrate in front of you that they know how to do a task but don’t do it or do it right in the field, it’s no longer a training issue. It’s a discipline issue!
Question: How do you remember who you trained on what?
Answer: Either put this form in their personnel file or in a training looseleaf binder so you have proof on what you trained them on.
Question: What else should you do once you know who you trained and what you trained them on?
Answer: Make sure the Dispatcher [also known as the DSR] knows which Tech is approved to do which tasks
Here’s what I used at my company and have been sharing with clients. It’s called a “Skills List per Tech for Use by the Dispatcher”. Long name…powerful form.
Skills List Per Tech for Use by the Dispatcher
Note: Scale 0 to 5. Zero is not qualified and a 5 is the most qualified
| Tasks | Al | Rich | Marty | Irv |
| Plumbing Service | ||||
| Sewer and Drain | ||||
| Plumbing Installation | ||||
| Water Filter Service | ||||
| Warm AirHeating | ||||
| Hot Water Heating | ||||
| Steam Heating | ||||
| Domestic Hot Water | ||||
| Electric Hot Water | ||||
| Gas Piping | ||||
| Air Conditioning Service | ||||
| Air Conditioning Installation |
Today, really good dispatch software helps you do this automatically by either allowing you to release a Tech to do a certain task or not.
Get these powerful forms to work at your company and use all the technology you can to make it even better and watch your Techs abilities rise with accountability and enjoy their increased productivity as the Dispatcher is empowered to move the right person to the right job.