QMS STANDARDS
CONTROLLED DOCUMENT: WI-QMI-1000
BUSINESS UNIT:
QMerit Inc. 111 Pacifica, Suite 200, Irvine, CA 92618
STANDARD TYPE:
Work Instruction
PROCEDURE TITLE: Configuration; job task analysis (JTA)
AREA: Products and Services TYPE OF PROCEDURE:
Profile customer
DOCUMENT NUMBER: WI-QMI-1000 REVISION: 1.0
PROCEDURE STATUS
IMPLEMENTED
RELEASED
02/10/16
mm/dd/yy
UNLOCK DOCUMENT TO EDIT BEYOND THIS POINT
1.0 PURPOSE/SCOPE Getting the right person to the right place at the right time is a complex equation. Deconstructing the process reveals that many items are in the mix; workers’ role, workers’ competency model (s), mix of work activity types, influence of industry, service or role type, and skill level, relevant and appropriate learning materials, and the equitable analysis of workers’ assessment outcomes. It stands to reason why the last mile of work execution is often referred to as an unpredictable service abyss. Unfortunately conducting a job task analysis (JTA) is not a silver bullet; however, leveraging a JTA provides the organization with participant perspective. In an outcome-based educational environment we are focused on the outcome, for service that is the work activity type. Referencing all of your existing activity types without some form of validation will lead to potentially significant effort directed at learning materials and processes supporting work activities that are conducted once in a blue moon. 2.0 RESPONSIBILITIES 2.1 TASK RESPONSIBILITIES QMerit Inc. maintains certain policies to encourage appropriate levels of feedback for workers. It is the responsibility of QMERIT Inc. and its’ clients to implement and operate this procedure in their areas of operation and to:
Ensure that the SOP and all associated documents, knowledge databases and tools are understood and adopted. Supplement the SOP with Work Instruction as required in order to meet local market needs, Business Unit needs, regulatory requirements, customer preferences and/or proven operating and/or delivery methods.
2.2 APPROVAL / ESCALATION RESPONSIBILITIES It is the responsibility of QMERIT Inc. and its’ clients to implement this SOP Procedure Title: – Configuration; job task analysis
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QMS STANDARDS
CONTROLLED DOCUMENT: WI-QMI-1000
The QMerit Inc. CLO is the point of escalation for all matters inquired upon or contested with regards to this policy. 3.0 PROCEDURE (WI STEPS) 3.1 CONSIDERATIONS STEP WHAT 1. Competency model influencer
WHEN The perfect application of a competency model identifies skills which can be leveraged by many roles within an organization.
COMPETENCY (WHO) QMerit and client core discovery and project personnel
HOW (TOOLS) To get a complete picture regarding what a specific role does day in and day out a job task analysis is recommended.
Influencers for a competency model may include both a job task analysis output and a listing of the work activity types.
2. Relevance of work activity types
During the discovery phase of a new implementation, identify what work activities are currently being conducted in an organization.
QMerit and client core discovery and project personnel
A JTA can be leveraged to gain perspective from workers. This perspective often leads to a fine tuning of work activity types which ultimately drives learning content and training hours
3. Prioritization of learning content
Once the competency models and the work activities have been blueprinted you will need to start associating learning content
QTAS order in subject matter expert (client)
The outcome from a job task analysis identifies the difficulty, importance, and frequency of work tasks. Use this analysis report to prioritize your learning alignment.
Procedure Title: – Configuration; job task analysis
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QMS STANDARDS
CONTROLLED DOCUMENT: WI-QMI-1000
3.2 In-Practice STEP WHAT 1. Preparing analysis
WHEN It is recommended that this be conducted during the discovery phase before the final blueprint has been created
COMPETENCY (WHO) QMerit and client core discovery and project personnel
HOW (TOOLS) You may create a form within a survey using any tool. Consider it to include these major areas; applicability, difficulty, importance, and frequency. Solicit feedback using a Likert type scale, consider; very easy, easy, neither easy or difficult, difficult, very difficult. For those with applicability consider; do task, supervised task, responsible for task, N/A. Refer to section 5.O
2. Publishing survey or assessment
3. Scheduling survey or assessment
Once you have fully tested and tried out both the questions and survey/assessment
QTAS order in subject matter expert (client)
Once the assessment is published it can be scheduled for consumption. Myriad variables exist regarding who will see the assessment and how they will receive notification
QTAS order in subject matter expert (client)
Procedure Title: – Configuration; job task analysis
R-WI-QMI-1000 R2-WI-QMI-1000 R3-WI-QMI-1000 Refer to section 5.O WI-QMI-51005 configuration; assessment Refer to the following (section 5.O) WI-QMI-51002 delivery; assessment
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QMS STANDARDS
CONTROLLED DOCUMENT: WI-QMI-1000
4.0 SPECIAL DEFINITIONS THE FOLLOWING TERMS ARE REFERRED TO IN THIS STANDARD; TO VIEW THE DEFINITION OF EACH TERM PLEASE CLICK ON THE LEXICON LIBRARY LINK: LEXICON LIBRARY TERM Assessment Feedback Job task analysis (JTA) Outcome-based education QTAS Standard Operating Procedure (SOP) Topic Work instruction (WI)
5.0 ASSOCIATED REFERENCE DOCUMENTS THE FOLLOWING DOCUMENTS PROVIDE ADDITIONAL INFORMATION: DOCUMENT NAME R-WI-QMI-1000 | (screenshot) Enter JTA questions R1-WI-QMI-1000 | (screenshot) Solicit JTA feedback R2-WI-QMI-1000 | (screenshot) Analyze JTA information WI-QMI-51005 | configuration; assessment WI-QMI-51002 | delivery; assessment
LOCATION http://bit.ly/R_WI_QMI_1000_EnterJTAQuestio ns http://bit.ly/R1_WI_QMI_1000_SolicitJTAFeedb ack http://bit.ly/R2_WI_QMI_1000_AnalyzeJTAInfor mation http://bit.ly/WIQMI51005 http://bit.ly/WIQMI51002
6.0 ASSOCIATED KNOWLEDGE DATABASE THE FOLLOWING KNOWLEDGE DATABASES PROVIDE ADDITIONAL INFORMATION: KNOWLEDGE DATABASE QuestionMark V5 QMerit marked up manual
LOCATION http://bit.ly/R_WI_11000_QuestionMarkV5Marked UpManual
7.0 ASSOCIATED TOOLS THE FOLLOWING TOOLS MAY BE REQUIRED FOR COMPLIANCE TO THIS STANDARD: ASSOCIATED TOOLS QMerit Lexicon Library
Procedure Title: – Configuration; job task analysis
LOCATION http://bit.ly/QMeritLexiconLibrary
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QMS STANDARDS
CONTROLLED DOCUMENT: WI-QMI-1000
8.0 REVISION HISTORY REVISION (X.X) DATE OF LAST REVISION
1.0 02/16/16
LAST APPROVAL DATE
02/10/16
(MM/DD/YY) (MM/DD/YY)
DOCUMENT AUTHOR: Greg Lush
DOCUMENT MANAGER: Greg Lush
REASON FOR CHANGE:
SECTION / PARAGRAPH CHANGED
Revision
1.0
All
CHANGE MADE
Initial entry of document
DATE OF REVISION MM/DD/YY
02/10/16
9.0 ELECTRONIC NOTIFICATION LIST: ELECTRONIC NOTIFICATIONS VP Technical Services VP Sales VP Engineering 10.0
APPROVALS
PLEASE GO TO THE LINK BELOW FOR THE ELECTRONIC RECORD OF THE REVIEW AND APPROVAL OF THIS POLICY. LOGIN TO VIEW FIRST APPROVER NAME: GREG LUSH BUSINESS UNIT: QMERIT INC. TITLE: CLO SIGNATURE: ELECTRONIC APPROVAL
SECOND APPROVER NAME: TRACY PRICE BUSINESS UNIT: QMERIT INC. TITLE: CEO AND CHAIRMAN SIGNATURE: ELECTRONIC APPROVAL
THIRD APPROVER NAME: BUSINESS UNIT: QMERIT INC. TITLE: SIGNATURE:
DOCUMENT HISTORY SECTION: Document Created on 02/10/16 by Greg Lush Edits and URLs on 02/16/16 by Greg Lush
Procedure Title: – Configuration; job task analysis
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