Internal employees' PTW documents in Training

The qualifications of your own employees live in the Training module; those of contractor people stay in PTW. This article explains what happens to the earlier PTW documents of internal employees.

What happens when Training is switched on?

When the Training module is switched on, the system copies the PTW documents of internal employees into the Training register.

• Only internal people who are linked to the employee register are copied.
• The copy is marked “From PTW document” on the qualification. If the PTW document kind has no qualification type yet, the system creates one.
• The document number and attachment are not copied. The attachment stays in PTW and can be opened there.
• Contractor documents are never copied.

They stay in PTW

The documents also stay on the PTW People page, marked “In Training”. While Training is on, they are read-only: they cannot be archived there and no attachment can be uploaded to them. Record changes in Training.

If the Training module is switched off, PTW works from its own documents again, and they become editable. No data is lost.

If a document that was already taken over is archived in PTW while Training is off, it does not count after Training is switched back on: the system also revokes its copy in Training (reason “D-15 szinkron”), and PTW does not accept it.

Where does PTW check competence?

• With Training on, for an internal employee linked to the register, PTW checks the Training register. If a qualification is revoked in Training, PTW does not accept it either, even if the old PTW document is still valid.
• A document added in PTW since the last take-over still counts until you take it over.
• The rule is the same as in PTW: for one kind, a document without expiry wins, otherwise the latest-expiring one counts. The issuer’s site does not matter: an employee of another site is checked the same way.
• With Training off, and for contractors and people not linked to the register, PTW checks its own documents, as before.

Taking over newer documents

On Training → Qualification types, the “PTW documents of internal employees” panel shows how many documents were taken over and how many are waiting. Use Take over PTW documents (training:manage) to take over the waiting ones. You can press it more than once: a document that was already taken over is not copied again.

If the panel reports internal people not linked to the register, link them to the employee register; their documents can then be taken over.