From time to time I guarantee there will be a staff member who just doesn’t seem able to learn to use TRIM or another EDRMS. Your training method works for almost everyone else, but even multiple sessions with this person haven’t been successful. And it’s important that this person does take care of their own records. What could the solution be?
The challenge may be an inability to transfer learning to the workplace. It’s a difficulty we can all relate to in some form. Just because we have learnt a technique in the classroom we can’t always apply it when confronted with a variation back in the workplace.
Most trainers teach people to use the features of TRIM (create, search, action, relate, etc.). In your training you may also teach people to use the BCS, and participants are hopefully successful in selecting the correct titling for a range of examples. You may also be providing good advice on where these techniques will be used in daily record creation. But where transfer of knowledge is the learning difficulty the ability to “see” where the training is to be used in practical reality is lacking.
Rather than frustratingly repeating training sessions consider reviewing the critical records created by the staff member and providing specific work instructions on these. For instance, if we look at the Ministerial process, in TRIM this may involve locating the folder, making changes to an action, and adding a document. In Word this involves locating the template, and writing the response. Instead of providing the end user with disparate pieces of information on how to use TRIM and then the Word template, a person who has transfer of learning difficulties will respond better to one source of information. Training presented as one step by step guide for the whole process will assist your “difficult” student to learn and apply.
A little more time will need to be invested with this approach to training. You’ll need to learn which critical records the individual handles and the whole process of their creation. You’ll find though, that the training you’ve created will actually make learning much easier for everyone else involved in the process too.