Training Management in Lynx

Training Management in Lynx 

Overview 

Mining companies must track employee training to ensure compliance with safety regulations and maintain a safe operating environment. In both the United States and Canada, mining operations are required to document safety training, certifications, and refresher courses for workers, contractors, and supervisors. 

Typical mining training programs include: 

  • New miner training 

  • Annual refresher training 

  • Task-specific training (when assigned new equipment or duties) 

  • Emergency response training 

  • Hazard recognition and workplace safety 

  • Equipment operation certification 

  • First aid and mine rescue training 

Training records must be documented and made available to regulators and inspectors when requested.  

The Lynx Training function allows mining companies to organize training programs, assign staff to required training, track completion status, and maintain a centralized training record for compliance and reporting. 

 

Using the Lynx Training Function  

Lynx Training enables administrators and supervisors to: 

  • Create training programs 

  • Assign employees to training 

  • Track completion and expiration 

  • Maintain records 

Training data can be assigned to employees, contractors, and operational teams across your organization. 

 

Step 1: Adding a Training Course 

To create a new training program: 

  1. Navigate to Training in the main Lynx navigation menu and select the Courses under Select Grid View. 

  1. Click Add Course

  1. Enter the following information: 

  • Title 

  • Description 

  • Duration in Minutes  

  • External URL of the Training Materials  

  • Type (Optional, Mandatory, Recurring) 

  • Optional: Users can opt in to take this course. 

  • Mandatory: Users must complete this course only once.  

  • Select “Users can complete any time”, “Users have x days to complete” or “Users have until DATE to complete”  

  • Recurring: Users must retake this course periodically. 

  • Select Due Date: “Users have x days to complete”  

  • Frequency: “Due every x months after last completion/course assignment/due date” 

  1. Click Save Course 

You can also attach supporting documents such as: 

  • Training presentations 

  • Safety procedures 

  • Certificates 

  • External training materials 

Once saved, the training will appear in the training registry. 

 

 

Step 2: Assigning Training to Staff 

After creating a training program, you can assign it to employees. 

  1. On the Edit Training Course Page scroll down to Assignments 

  1. Click Assign  

  1. Select the users, departments, and / or internal contact that require the training 

  1. Confirm Training Assignments  

  1. In the Assignments grid you can Complete Training  

  1. On the Complete Training Assignment page you can set: 

  • Due Date 

  • Completed Date 

  • Assignment and Completed Comment  

Assignments can be made to: 

  • Individual employees 

  • Entire departments 

  • Contractor groups 

  • Project teams 

You can upload course materials, documentation, or resources that are available to all users assigned to this training course. These files are shared across all assignments for this course. This ensures required training is distributed across the organization. 

You can also upload files specific to assignment completion, such as certificates, completion documents, proof of completion, or other assignment-related documentation. 

(Insert screenshot: Assign staff panel) 

 

Step 3: Tracking Training Completion 

Lynx allows supervisors to track the completion status of each training assignment under the Assignments options under Select Grid View . 

Training records include: 

  • Assigned employee 

  • Training course 

  • Completion date 

  • Assigned date 

  • Due date 

Statuses typically include Complete, Incomplete, Overdue 

 

Step 4: Set Training Notifications in Settings  

Training Notification Workflows 

Navigating to Settings>>Training displays a workflow builder for training assignment notifications. Workflows can be assigned to specific training courses to trigger notifications.  

  1. Click Add to Add Training Assignment Notification Workflow.  

  1. Select the Notification Stage: Training Assignment Overdue, Training Assignment Due, Training Assignment Completed, Training Assignment Assigned.  

  1. Select the training courses to apply to this notification workflow. 

  1. Select the users and user types to notify (all users/contacts, department heads or select specific users) 

  1. Name the workflow 

  1. Click add 

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Configuring User Permissions