In this article, you will learn...

  • How to track certifications and qualifications in Tulip
  • How to prevent operators from using apps if they do not have the correct qualifications

With the Tables feature, you can manage operator permissions alongside your work instructions and training materials. 

This means that:

  1. When an operator completes a training procedure, you can update their qualifications
  2. When an operator opens up a set of work instructions, you can require certain qualifications before continuing through the app.

In this tutorial, we will look at one way to set up a skills matrix in a Table. Then, we will show how to update it at the end of a training app. And, we will show how to review an operator's certifications before allowing them to open an app.

This is an intermediate level tutorial. Before using this tutorial, you should be familiar with the Overview to Tables and use this guide to building your first Table.

Setting Up The Skills Matrix

You should be able to use one Table for your skills matrix. In Tulip, create a new Table and name it "Skills Matrix".

Each table record will be determined by an operator badge ID. This is the operator's unique ID within Tulip.

Next, you will need to add fields to the table. These will depend on your training processes, but we commonly see these fields:

  1. Has an operator achieved a certain certification- yes/no?
  2. How many times has an operator completed a certain process?
  3. How many times has an operator failed a specific test?

Let's imagine that you run a furniture making operation. You might be measuring:

  1. Whether a person has a certification to use the surface planer or not.
  2. The number of times that an operator has created a specific product
  3. The number of times an operator has taken a safety quiz and failed

To create these three fields, you could add three fields to the Table:

  • planer_certification (boolean)
  • coffee_table_completions (number)
  • advanced_hand_tools_quiz_fails (number)

Here's what that looks like:

And here is a sample record:

Now you are ready to update the table via a training app.

Updating Training History

Now, imagine that you have a training app that helps an operator learn how to use the surface planer. At the end, after they have answered a few questions, you want to update their certification status to "true".

In the app, this means that you would create logic that would determine if the operator had answered questions correctly. 

If they successfully answered the questions, you would then want to accomplish the following:

  1. Load their record from the skills matrix
  2. Update the status of "planer_certification to "true"

First, create a record placeholder called "Active Operator".

Then, add the two statements shown above to a trigger that fires when the operator presses the complete button.

  • "Table Records" "Load Record" by ID: "App Info" "Badge ID" into: "Active Operator"
  • "Data Manipulation" "Store" data: "Static Value" "boolean" "yes"
  • location: "Table Record" "Active Operator" "planer_certification"

When an operator completes the app, the "planer certification" value will be updated in the table.

Accessing Certifications in Work Instructions

When an operator attempts to open a specific app, you may want to check their credentials before allowing them to proceed.

To do this, you will want to use two triggers on the first "Next" button in the app. That way, the operator cannot proceed past the first step.

The first trigger should load the operator's record from the Skills Matrix table.

The second trigger should check whether a certification exists before allowing an operator to proceed.

Before setting up the triggers, create a record placeholder called "Active Operator", like above.

Then, add a "Next" button and edit the trigger. The first trigger should look like this:

The second trigger should look like this:

IF

  • "Table Record" "Active Operator" "planer_certification" "is false"

Then

  • "Show Error" "Static Value" "text" (any text here)

ELSE

Then

  • "Go To Step" "Next"
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