How to Conduct On-The-Job Training

You can start a training session in the On-The-Job Training section in the User Portal.

1. Open the On-the-job training section and click on Start observation.
   
   
   
   
2. The observation checklist will open. Fill in the general information about the observation.
   
   You can navigate the observation checklist as needed.
   
   
   
   
3. Next, note how the employee meets work standards. You can either skip the question or leave a comment.
   
   
   
   
4. You can also take and attach a photo to the observation checklist.
   
   
   1. If the supervisor turns on the Do not allow observers to add photos from their media gallery setting, observers can only take photos using the iSpring LMS mobile app.
      
      

   2. If the supervisor has deactivated this setting, the observer can capture and add photos from their media gallery in browser and the iSpring LMS mobile app.
      
      
      
      

      The maximum size allowed for an image is 50MB.

      
      

5. Leave feedback on the employee if the Feedback section is included in the observation checklist. Indicate their strengths and areas that need to be improved. Leave comments because they’ll come in handy when the observer and employee prepare for the next session.
   
   
   
   

6. When you finish the assessment, click Finish observation and confirm the action.
   
   

   Once an observation is finished, you won’t be able to change the answers. The results will appear on the Finished observations tab.
   
   While completing an observation, you can exit and return to it later. iSpring LMS will ask whether you want to save your answers or exit without saving.

How to conduct another observation

You can conduct multiple observations using the same observation checklist during a single OJT session. The session can last several hours or span multiple days. All completed observations are included in the session summary.

1. To conduct another observation, click New observation.
   
   
   
   
2. Complete the same observation checklist and click Finish observation. Repeat these steps for as many observations as you need during the session.

How to view finished observations

You don’t have to wait until the session is complete to review observation results.

1. Open the OJT session.
2. Go to the Finished observations tab.
   
   
   
   For each finished observation, you can see its date, time, duration, employee results, strengths, areas for improvement, and comments.
   
   To see detailed results, click View observation report.

How to view past sessions

While a session is in progress, you can review the employee’s previous sessions based on the same observation checklist.

1. Open the Past sessions tab.
2. Select a session and click View session report.
   
   

The report for the selected session will open. You can use previous results to see how the employee’s performance has changed over time.

How to Finish an OJT Session

Once you’ve completed all the observations you need, finish the session.

1. Open the OJT session.
2. Click Finish session.
3. Confirm the action.
   
   

Done! You can now review the session summary. Unfinished observations aren’t included in the session results.