Create Training Material from your model

You can use your business process model to create training material rather than using a word processing application such as Microsoft Word. 

This approach is much quicker to produce training materials and much easier to manage changes, especially if you have many different courses or materials using the same or similar content and or formats. 

To use your model to create training materials, you must first have a licence key with this feature enabled and correct prerequisite library configuration set for your model. Please contact support if you would like assistance to enable this feature.

This knowledge base article is intended for advanced Holocentric Modeler users who are also experienced training designers. It outlines key steps required to create training material using Holocentric Modeler. To learn more, contact us to register interest in attending a training course on this area of interest. 

Training Needs Analysis

The process related data captured in Holocentric can be used to massively simplify and accelerate the conduct of training needs analyses (TNA).

Typically, for example, a TNA involves labouriously interviewing managers and other key stakeholders regarding who does what in order to analyse what competencies are required. This typically can take days to perform.

With Modeler, simply run a report to identify who does what. This takes about five minutes. 

Job Descriptions

The process related data captured in Modeler can also be used to massively simplify and accelerate the production of job descriptions.

Typically, for example, developing job descriptions is like conducting a Training Needs Analysis. It involves labouriously interviewing managers and other key stakeholders regarding who does what, then summarising and organising the details into job description. This typically can also take days to perform.

With Modeler, simply run a report to identify who does what. Then summarise these details into job descriptions. Not only is it massively quicker but its more accurate and comprehensive as it’s based on the “one source of truth”.

Structure your training course

You can define a training course structure by creating a series of hierarchical items that reflect the structure of orthodox training courses. These items are:

  •  Training “Suites” that are made up of a number of different but related courses. A suite of courses can also be referred as a curriculum
  • Training “Courses” which are the actual courses themselves making up a curriculum and 
  • Training “Modules” which are the components or chapters making up a course

 

Create a Training Suite Item

Step Action Result
1. Right click the Root Catalog A Context Menu will display
2. Hover over New Knowledge Base A Context Sub-Menu will display
3. Click Training Suite A blank Create Training Suite item will display
4. Enter a name for the item (mandatory)

Enter an alias name for the item (optional)

Provide a brief description of the item (optional but recommended)

Click the OK button
The Training Suite item will be created and added to the library

 

Create Training Course

Step Action Result
1. Right click a library item (generally this will be the Training Suite item the course is a part of) A Context Menu will display
2. Hover over New Knowledge Base A Context Sub-Menu will display
3. Click Training Course A blank Create Training Course item will display
4. Enter a name for the item (mandatory)

Enter an alias name for the item (optional)

Provide a brief description of the item (optional but recommended)

Click the OK button
The Training Course item will be created and added to the library

 

Create Training Module

Step Action Result
1. Right click the Root Catalog A Context Menu will display
2. Hover over New Knowledge Base A Context Sub-Menu will display
3. Click Training Module A blank Create Training Module item will display
4. Enter a name for the intem (Mandatory)

Enter an alias name for the item (optional)

Use the radio buttons to select for the module to be included or not included in Facilitators and Participants Guides

In the Module Resources field enter the details of any additional training resources not included in Facilitator Notes” items within the module (optional)

In the Module Duration field enter the estimated duration of the module

The Resources field is auto-populated from data in the Resources field in Facilitator Notes items within the module

In the Description field, enter a description of the module (optional but highly recommended)

Click the OK button.

The Training Module item will be created and added to the library

 

Incorporate Processes into your training course

By taking a model based approach, you can reuse the processes and supporting material already created to populate your training course material.  

Create a SINGLE Process Diagram or Process Step Catalog

Sometimes you need to provide specific training related guidance and do not wish to modify the description of the business process or process step. You can achieve this using Process Diagram Catalogs and Process Step Catalogs.

Step Action Result
1. Right click the Root Catalog A Context Menu will display
2. Hover over New Knowledge Base A Context Sub-Menu will display
3. Click Process Diagram Catalog. The Create Process Diagram Catalog item will display
4. Click the ellipsis icon for the Business Process Diagram field and select the relevant BPD from the list that display

Enter the name of the BPD in the Name field

Enter an alias for the PDC if required

The Description field will auto-populate from the description field in the BPD when the Apply button is clicked

Click the OK button. The PDC will be created and saved.
The PDC will be created and saved.

Follow the same steps above to create Process Step Catalogs. 

Note: You can create Business Process Diagrams Catalogs automatically for all Business Process Diagrams using the Synch PDCs (Process Diagram Catalogs) script found under the Training Scripts and Reports menu

 

Populate Process Diagram Catalogs With Process Step Catalogs

You can automatically assign process step catalogs to the relevant process diagram catalog by running the Populate all PDSCs with PSCs script found under the Training Scripts and Reports menu

 

Incorporate Training Content

Specialised items are available to incorporate training content that supports the principals of instructional design.  These Modeler items are:

  • Training “Concepts” - these are used to build content such as learning outcomes, training audience, pre-requisites and course duration etc
  • Facilitators Notes – these are used to give instructions to the facilitator. These are pre-formatted only to print in facilitators guides not in participants guides and
  • Training Activities – these are used to detail practice activities designed to reinforce the learning
  • Facilitators Notes - this notes provide directions to the course facilitator. They are automatically excluded from the participants guide. 

You can create these items by clicking the appropriate menu item. 


Generate Training Materials

 Training materials are generated using the standard Modeler report generator.

Step Action Result
1. Click the Report Generator icon in the Tool Bar Page 1 of the Word Report Wizard will display
2. Click the required report

Click the Next button
Page 2 of the Word Report Wizard will display
3. Click the Next button.

The upper field describes the default folder the Word document will be saved in. If necessary, change this by clicking the ellipsis icon for the field and select the appropriate folder

The lower field describes the location of the template that will be used to generatethe Word document. This will be set up by the Modeler Configurator and in normal circumstances should not be adjusted
Page 3 of the Word Report Wizard will display
4. Click the Next button.

Specify the name of the course – this detail will be used in the document according to the template

Specify the version of the document – this detail will be used in the document according to the template
Page 4 of the Word Report Wizard will display.
5. Click the Next button. The document will begin generating. The time this takes will depend on several factors, the main one being the size of the document

When the document generation is complete, page 5 of the Word Report Wizard will display
6.

To view the document, click the “Show report output” check box

Click the Finish button.
The Word document will display.

 

GENERATE Facilitators Guides and ParticipANTS Guides

Facilitator's and participant's guides are generated using the standard Modeler report generator. To generate these documents, please follow the steps outlined above to generate training materials.