SCOPE: everything in progressdocs/training-coverage.md · build 40bb41bdb460

SCOPE Training: what each role learns

19 lessons in all. Everyone starts with Getting around, then follows their role's lessons in order. Click a lesson to see what it covers.

Try it: https://scope-training-gamma.vercel.app/learn. Pick a role; no invite is needed for now.

(does it) marks a step where the person does the real thing on the real screen, and the lesson checks that it was saved. Everything else is a guided look or a question.

Driver: 6 lessons, about 39 minutes

Getting around (5 min)
  • The home screen and the "Needs your attention" box
  • Opening their own driver file, and what green, amber and red mean
  • Getting back with Home
  • Where Tasks are
  • What the DVIR and Report incident buttons are for
The daily DVIR (8 min)
  • Pre-Trip or Post-Trip
  • Picking a truck and entering the odometer
  • Mark remaining OK, and when it is honest to use it
  • Signing the inspection
  • Submitting a DVIR, and what happens with no signal (does it)
Found a defect (7 min)
  • Marking a line FIX
  • Minor, Major or Out of service
  • Writing what they saw
  • Submitting a DVIR with a defect (does it)
  • The repair goes to the shop without them telling anyone
Report an incident (8 min)
  • Choosing what happened
  • Why a near miss is worth reporting
  • Who it happened to, a title and a description
  • Where it happened, and an optional photo
  • Submitting the report (does it)
Your cards and courses (6 min)
  • Sending in a renewed medical card, with a sample file offered (does it)
  • The card shows as pending until their supervisor checks it
  • Marking a late course done (does it)
Your tasks (5 min)
  • Opening a task to read what was asked, why and by when
  • Marking it done (does it)

Supervisor: 6 lessons, about 43 minutes

Getting around (6 min)
  • The dashboard, and Tasks as the place to start each shift
  • What is waiting for their signature
  • The strip of numbers
  • Opening Reports, and getting back with Dashboard
  • What a supervisor can start that a driver cannot
Your crew at a glance (6 min)
  • Opening the watchlist
  • What red, orange and yellow mean
  • Spotting an expired medical card
  • Spotting a driver with repeated camera events
  • Opening a person's row to see the evidence
An observation (9 min)
  • Choosing who they watched
  • Mark all Safe, then changing the one line that was unsafe
  • Why an Unsafe line always needs a corrective action
  • Setting the follow-up
  • Signing and submitting (does it)
Investigate an incident (9 min)
  • Finding a new incident in the queue
  • Making themselves the owner
  • Choosing a root cause category and writing the cause
  • The difference between what happened and why it happened
  • Saving the investigation as owner (does it)
  • Where a corrective action is raised (pointed out, not done)
Ask for input (8 min)
  • Opening an investigation they own
  • Sending a request to a colleague (does it)
  • A scripted colleague answers in about 10 seconds
  • Accepting the answer (does it)
  • Why an investigation cannot close while a request is out
Sign off finished work (5 min)
  • Why finished work waits for a second person
  • Signing it off (does it)

General manager: 4 lessons, about 25 minutes

Getting around (6 min)
  • A dashboard across several yards
  • Narrowing to one yard with the Site box
  • The date filter
  • The Sites table, comparing yards
  • Opening Reports, and getting back with Dashboard
The scorecard (6 min)
  • The three groups in the strip of numbers
  • What red means on Actions
  • Opening a number to see the rows behind it
  • What the Training percentage counts
What is overdue, and how old (6 min)
  • The Corrective actions chart under Analytics
  • How old the late actions are
  • Reports filtered to Corrective actions, then Overdue
  • Downloading the CSV
Site documents (7 min)
  • A yard's own page
  • Adding a renewed permit, with a sample file offered (does it)
  • Why the expiry date matters: the reminder 60 days ahead

VP: 4 lessons, about 25 minutes

Getting around (6 min)
  • The same lesson as the general manager's
Every site at once (6 min)
  • The Sites table
  • Finding the yard that holds all the overdue actions
  • Root cause and Incident trend under Analytics
The rates (7 min)
  • What TRIR and DART count
  • Why one injury on 13 people reads about 10 against an industry 4.5 to 5.5
  • Why DART can be zero when TRIR is not
  • Opening a rate to see the case behind it
Sign off an investigation (6 min)
  • Opening an investigation someone else finished
  • What must be there before it can close
  • The two confirmations
  • Closing it with their name and the date (does it)

Not covered yet

  • The maintenance supervisor's screens: the shop queue, assigning and signing off repairs
  • Training administration: classes, renewals and assignment rules
  • COFI, the financial dashboards
  • Offline capture on a tablet

How far it has been tested

  • Clicked through on screen: the driver's Getting around and The daily DVIR
  • Save checked in the database, not yet on screen: closing a task, sending and accepting a request for input, taking an investigation, signing off work, marking a course done, closing an investigation, filing a site document (without the file upload)
  • Not yet run at all: a DVIR with a defect, an incident report, an observation, and the card and permit file uploads
  • A pointer in the untested lessons may land on the wrong thing or use different wording from the screen
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