Manager Access Options

The new training compliance system offers new options for email reminders and new features for managers.  As shown, there are trade-offs to giving more privileges or curtailing privileges.

ORA surveyed stakeholders in 2018 as well as took vendor input into what the manager security profile would be.

SETTING OPTIONS for MANAGERS PRO CON
Access to ADD new training requirements to their subordinates.
  • Current policy/functionality allows managers to add/assign certifications already.
  • Trainee may be prompted to complete training earlier.
  • May improve accuracy of system record and reports by setting habit for managers to be responsible for training assignments and regularly updating their subordinates' requirements.
  • May cause some confusion between if different managers have different training needs for the same subordinate.
Access to DELETE requirements (tracks)
  • May improve accuracy so fewer helpdesk emails and fewer false negatives on reports.
  • Trainees could then be assigned training earlier.
  • May reduce number of helpdesk contacts (current method of adding to teams)
  • May cause confusion between managers if they have different requirements for the same subordinate. It could create inaccuracy if manager1 removes a requirement for manager2. Currently, helpdesk checks with additional managers when asked to removed a requirement.
  • Compliance unit may not want the requirement removed. Currently, helpdesk verifies/copies the compliance unit when a requirement is removed.

Access to search full MSU users list and ADD anyone new to their subordinate list/team.

  • Trainee may be prompted to complete training earlier.
  • May improve accuracy of system record and reports by setting habit for managers to be responsible for training assignments and regularly updating their subordinates' requirements.
  • Public safety concerns have been expressed in letting so many people access entire community's records, as it can facilitate stalking.
  • May create confusing duplications in groups and reports for the manager and the trainee's other manager/s.
  • May not be as important going forward because HR feed will be bringing in more secondary & tertiary managers. HR admins are getting more informed about the importance of accurately updating EBS reporting lines. HR admins will be given more access and encouraged to learn how to update manager groups.
Access to DELETE subordinates from their team
  • May encourage managers to take responsibility for keeping their teams updated.
  • May make records more accurate faster.
  • Could delete a trainee in order to circumvent training compliance process (removing people who are not compliant, but who should be on training requirements reports).
Access to Add/Edit in-house training for subordinates.
  • Currently allowed, but not being used except for a few PI who use it to record RCR coaching, and a few units who record monthly staff meeting attendance that includes a training component.
  • Allows unit-specific training to be kept in same place as other training records.
  • May improve the documentation of in-house training, such as site-specific checklists.
  • System may allow adding only specific titles. This has not been fully explored.
  • Letting managers create their own titles could create confusion in LMS training records, especially if there are duplicate names. For example: "Lab Procedures" could mean very different content for different labs.
Ability to recommend optional courses to subordinates
  • May help managers communicate expectations to subordinates.
  • May add confusion for subordinates on what is Required by compliance unit (versus just recommended by manager)