Frequently Asked Questions: Analyze

Yes, it does. For each Client, you can specify data to be collected, analysis to be conducted, reports to be generated, currency, Difficulty, Importance and Frequency (DIF) model, etc. When you assign a Project to a Client, it automatically inherits all the Client attributes.  You can of course stop the Cascading and modify the Project attributes.

Three venues may be used to conduct the analysis: Missions, Systems, and Jobs. Once the Tasks for Missions or Systems are identified, they can be assigned to specific Jobs – in other words who will perform these Tasks.  Tasks under Missions and Systems are also referred to as Project Tasks. They can be assigned to multiple Jobs.  Tasks under Jobs are unique to each Job and referred to as Job Tasks.

Typically, a project can only be seen by the user that created or assigned to the project (Project Manager), if the project is shared with the user or if the user has administrative or Project Analysis privileges.  Several reasons may prevent a user from seeing a project:

• Validate if the project Status is set to Private. If it is, change to Public. To verify Project Status, click on the project title, and verify the Status field.
• Verify if the user is assigned to the Project under the Manager field.
• Verify if the project is shared with user under the Share with tab. If the user name is not displayed, then the user is not assigned to the same Client as the project. To assign the user to the project, click on User Accounts under ADVISOR Setup, click on user name, click on Assign Clients tab, select the desired clients and click save.
• Verify if the use has the right privileges. Click on User Accounts under ADVISOR Setup, click on user name, click on Assign Privileges tab, select Edit or Browse under Project Analysis and click save.
• Verify that the user did not hide the Project. Click on Projects under Training Analysis, click on the filter icon.  Place checkmark next to the project title and click save.

Team, Crew or Collective Tasks can be created under Project Tasks. This would allow the user to assign the same Task to multiple Jobs as well as multiple Missions and Systems, if applicable. Moreover, users can generate Master Task List Report & Master Training Task List Report for various Missions that the team undertakes (under Project Reports), identify which Jobs perform which Tasks, and identify the specific training requirements for each team member.

You can by following the steps below:

• Click on Job 1, click Project Tasks, select Tasks and Sub Tasks to be assigned to the Job and click Save. Next, click on Task Analysis to see the Tasks, click on desired Task or Sub Task. Click on Edit icon next to Task Level of Proficiency, change value and click Save.
• Click on For Job 2 and repeat the above process.

This approach allows you to assign the same Task to multiple Jobs, but vary specific attributes for each Job.

• Project Tasks, Mission Tasks and System Tasks are one and the same. Each time a Task is added under a Mission or System, it is automatically added to Projects Tasks. Project Tasks can be assigned to multiple Missions, Systems and Jobs. This implies, if the attributes of a Project Task change, then the attributes of the Task under all Missions and Systems will automatically change.

• Job Tasks are Tasks performed by a specific Job. These can be added directly under Task Analysis under a specific job or generated from Project Tasks. If a Task is added under Task Analysis under a Job, it will not appear under the Project Tasks, because it is unique to this Job. You can create a Project Task from a Job Task by placing a checkmark next to Copy Job Task to Project field and click save.

Job Tasks can also be created from Project Tasks. To generate Job Tasks from Project Tasks, click on Project Tasks under the Job, select the desired Project Tasks and click save. To maintain consistency, Job Tasks are automatically linked to corresponding Project Task, and the Cascade button is turned on.  This implies that anytime the Project Task attributes change, the corresponding Job Tasks will be automatically updated. To change the attributes in a specific Job, you can turn the Cascade off. In this case, changes made to the Project Task will no longer cascade to the Job.  You may also click the Edit button next to each field to make changes to specific fields.  This will preserve the cascading feature for other fields.

The Criterion model relies on more attributes to generate a train or no train decision. Ain addition to Task Difficulty, Importance and Frequency, the Criterion model considers whether Task Requires Immediate Action, % of Individuals Performing Task, Personnel Safety, Safety of Others, Environment Safety and Data/Equipment Integrity. If some of attributes are not defined, no results will be displayed. DIF on the other hand relies on Task Difficulty, Importance and Frequency.

Knowledge, Skill and Attitude Gap Analysis is performed under each Performance/Training or Enabling Objective as follows:

• Click on KSA Gap Analysis under a Performance/Training or Enabling Objective.
• Indicate the Current KSA Levels for the Job. In other words, how well do they know or can perform.
• If the Current of KSA Level is less than the Desired Level, training is needed. Once you click save, a Learning Objective (Teaching Point) is created to close this gap, and the background color of the KSA is changed. To view the Learning Objectives, click on the Learning Objectives that follows the KSA Gap Analysis.

Note that the KSA Gap Analysis should be completed for all Performance and Enabling Objectives under the Job.

To generate the Master Task List Report, Missions should be created and Tasks assigned to them.  

• To create Missions, click on Mission Analysis, click Add, input mission title, importance and Divide In Tasks.
• Next, assign Tasks to the Mission by clicking on the Select tab, selecting desired Tasks and click Save.

Once this is done, you should be able to create the TSRA Master Task List Report

To generate the Master Training Task List Report, Missions should be created and Tasks assigned to them.  

• To create Missions, click on Mission Analysis, click Add, input mission title, importance and Divide In Tasks.
• Next, assign Tasks to the Mission by clicking on the Select tab, selecting desired Tasks and click Save.   

Once this is done, you should be able to create the TSRA Master Training Task List Report

Train or No Train decision is recommended by ADVISOR Enterprise for each Task, Sub Task and Task Element based their Difficulty, Importance, and Frequency.  If training is recommended for a Task or Sub Task, then the Learning Objectives for the corresponding Performance or Enabling Objective are created. If no training is recommended, no Learning Objectives are created under the corresponding Performance and Enabling Objectives.

Yes, users can override all ADVISOR’s recommendations.  To override a no train, for example:

• Click on Training Requirement under the Task, Sub Task or Task Element that you wish to change.
• Click on Edit icon next to Task Training Requirement field
• Change training requirement and click Save.

The associated POs and EOs for this Task or Sub Task will change to train as well.

There is no difference.  They are equivalent to each other.  The display varies based on the taxonomy specified by the user under the Language field under Preferences field under Personalize.

There is no difference.  They are equivalent to each other.  The display varies based on the taxonomy specified by the user under the Language field under Preferences field under Personalize.

There is no difference.  They are equivalent to each other.  The display varies based on the taxonomy specified by the user under the Language field under Preferences field under Personalize.

The following steps can be used to link a Job Task to a Mission.

• Click on the desired Task.
• Place checkmark next to Copy Job Task to Project field and click Save. This will create a copy of the Job Task under Project Tasks (Repository) and link to the Job.
• Click on the Tasks Analysis under the mission.
• Click on the Select tab.
• Place checkmark next the desired Task and click Save.

If the Job Status is Private, if will not be visible in the Search function nor will it appear in selection. To change the Job Status:

• Click on the Job
• Change the Status of the Job to Public or Private and click Save.

Note: If the Limit Access to Client field is set to Yes, then the Job is only accessible to users assigned to the same Client as the job.

If the Job Status is Private, if will not be visible in the Search function nor will it appear in selection. To change the Job Status:

• Click on the Job
• Change the Status of the Job to Public or Private and click Save.

Note: If the Limit Access to Client field is set to Yes, then the Job is only accessible to users assigned to the same Client as the job.

To create a Learning objective for a specific Knowledge, Skill or Attitude: 

• Click on KSA Gap Analysis under the desired Performance or Enabling Objective
• Verify that the Current Level is less than the Desired Level. For example, if the Desired Level is Skilled, then the Current Level should be set to Semi-Skilled or Basic.  Note:  If the Current Level is equal or greater than the Desired Level, no gaps exist, and Learning Objectives will not be created.
• Click Save.  This will automatically create a Learning Objective under Learning Objectives. To view and edit the newly created Learning Objective, click on the Learning Objectives and click on the Learning Objective.

Yes, Current Knowledge/Skill/Attitude (KSA) Level can be set to blank This can be done in two ways:

• To automatically setup the Current Level of all KSAs under a Project to blank, click on the Project title, place checkmark next to the field Set Knowledge/Skill Current Level to Blank, and click Save.
• To change the Current Knowledge, Skill, or Attitude Level for a specific KSA, click on the KSA Gap Analysis under a Performance or Enabling Objective, change Current Level to Blank and click Save

Yes, you can do so by placing a checkmark next to the field Set Knowledge/Skill Current Level to Blank.  To do so:

• Click on the Project title
• Place checkmark next to the field Set Knowledge/Skill Current Level to Blank
• Click Save

Note:  This does not override the values of Knowledge, Skills or Attitudes that have been created. Only new KSAs. 

The auto generate function does not work retroactively.  In other words, if you create Sub Tasks under a Task, after you generated the Performance Objective, the newly created Sub Tasks will not appear as Enabling Objectives under the corresponding Performance Objective. To create Enabling Objectives for the newly created Sub Tasks:

• Click on Performance Objectives
• Click on the Auto Generate tab
• Click on the Update POs/EOs (Refresh icon) next to the desired Task(s)

This will occur if the Sub Tasks are assigned to the Job, but not the parent Task.  To verify, click on the Project Tasks under the Job and verify that both the Task and Sub Tasks have been selected. You can of course change as needed and click Save.

Yes.  If a new Project Task, has been added, to assign the Project Task to a Job, click on the Project Tasks node under the Job, select the newly added Task an Sub Tasks, if applicable, and click Save.

The Recommended and Current media are specified under the Training Design module. The Current Media is specified under the Delivery Options for each Group under the Group Analysis. The Recommended Media is indicated under User Recommendation under Course Summary.

In general, when a gap is identified for a Knowledge, Skill or Attitude, a Learning Objective is automatically created.  If the Learning Objectives, have been deleted, a KSA gap appears without Learning Objectives. To regenerate, the Learning Objectives:

• Click on KSA Gap Analysis
• Select Basic or Blank for Current Level
• Click Save.

Please note that the background of the Learning Objectives will be highlighted to indicate corresponding Learning Objectives have been created.

By default, ADVISOR Enterprise presents ten (10) records per page. To view the additional Tasks, click on the page numbers on the top right or bottom left section of the screen. You can adjust the number of records to display in each page as follows:

• Select Personalize
• Click on Preferences
• Click on the Options tab
• Change the value under the Items per Page field
• Click Save

Duties are major functions or areas of responsibility of the Job. You can add Duties as follows:

• Click on Job Profile (under desired job)
• Click on Duties
• Click Add
• Input the Duty title and Reference Code
• Click Save

Once Duties are added, you can link any Task to one or multiple Duties as follows:

• Click on Tasks title
• Click on Duties tab
• Select desired Duties and click Save

Note: Duties cannot be linked to Mission, System or Project Tasks.

Knowledge, Skills and attitudes (KSAs) show no gap when the Current Level is equal or greater than Desired Level. You can adjust the Current Level under the KSA Gap Analysis.  The Desired Levels can be adjusted by clicking on the Knowledge/Skills/Attitudes (KSA).

Yes.  The sequence indicates the order in which the Tasks should be presented in the reports.

The Job Training Analysis Requirements Report only presents Performance Objectives for a specific Job.  It does not include Mission, System or Project Tasks.  If a Job Task requires training, then a corresponding Performance Objective can be created as follows:

• Clicking on the Auto Generate tab for Performance Objectives
• Select Tasks with training requirement
• Click Save.

The Difficulty, Importance and Frequency (DIF) analysis indicates whether a Task should or should not be trained.  You can modify or override the DIF analysis results, as follows:

1. If the inputs for the Difficulty, Importance, and Frequency are incorrect, you can click on the corresponding Task and change these values. This, in-turn, could change training recommendations.
2. You can override the DIF recommendation as follows:

• Click on Training Requirements under the desired Task
• Click on Edit icon next to Task Training Requirements
• Change the response
• Click Save

The reasons based on the Difficulty, Importance and Frequency (DIF) model are presented under Training Requirements.  To view, click on the Training Requirements that follows the desired Task.

When System Tasks are uploaded, they are automatically stored under Project Tasks (repository).  When you are allocating Tasks to Roles, you are in fact displaying the Project Tasks list.  If you uploaded 2 or more System Tasks from Excel, and the Sequence Number of System Tasks in different Excel spreadsheets are similar, everything will get mixed.

The order in which these Tasks are presented is based on the Sequence # of each Task.  The easiest way to modify is to:

• Click on the Edit All for Project Tasks
• Drag the Sequence column next to the Task Title
• Renumber Tasks Sequence as needed (white rows).  No need to renumber Sub Tasks, they will follow the Tasks
• Click Save

The System Task Analysis spreadsheet should be imported from Import System Task.  If the node is hidden – i.e., cannot see on the screen, you can unhide. To unhide:

Select ADVISOR Setup

• Click on Clints Setup
• Click on desired client
• Click on Analysis Required
• Place checkmark next to Import System Task
• Click Save

Project, System and Job Task spreadsheets do not allow users to the override of the DIF Analysis results.  This could be done directly in ADVISOR after the data is imported by clicking Training Requirements.

It would best to use Mission Analysis or System Analysis to define the Tasks versus Job Analysis.  Under System Analysis, the Equipment (Systems) can be defined. Under each System, various tasks can be specified – i.e., Prepare, Deploy, Administer, Maintain, Diagnose, Repair and Recover.  These Tasks can then be assigned to various Jobs/Roles.  This would allow you to define the Task once and assign to multiple Jobs/Roles as needed.