When creating work reports, it is important to have categories for the various tasks apprentices perform, in order to track their progress. However, different trades have different categories; for example, a sheet metal apprentice doesn’t have the same tasks as a painting apprentice. In this document, we will go through how to create OJT (on-the-job training) categories and mapping those categories to various trades.

PLEASE NOTE: The ability to add OJT Categories have been moved to Admin > References > Labor Categories  Adding Categories

1. First, to add an OJT category, go to Admin > References. The reference lists are fields which contain lists of information such as apprentice types, statuses, etc.
2. Click on Labor Categories.
   
   
   
3. You should now see a list of all the OJT categories available for all trades. To add a new OJT category, click Add Value.
   
   
   
4. Enter all necessary information. When you are finished, click Save Value.
   
   • Regarding the sort order, you can have multiple values of the same place in the mapping, as long as each is mapped to a different trade. For example, you can have two categories with sort order 1, but if one is mapped to Electrical apprentices and one goes to Fabrication, you will not cause a problem with OJT reporting.

Your category has now been added.
 Adding Sub-Categories

1. Navigate to Admin  References.
2. Click on OJT Sub-Categories.
   
   
   
3. The sub-categories are used for further distinction between different OJT categories. To add a new sub-category, click Add Value.
   
   
   
4. Enter all necessary information. When you are finished, click Save Value.
   

The sub-category is now available.
Setup System to Map Categories
Before we map OJT categories to specific trades, you should make sure that your system enables you to do so.

1. Navigate to Education  Settings.
   
   
   
2. On the bottom of the Education Settings, make sure Define labor categories per apprentice type is checked.
   
   
   
3. Click Save Settings.

Mapping Categories to Trades
Now we will map them to various apprentice types.  If you have not added apprentice types yet, go to Apprentice Type Reference List (under Admin  References) and add the necessary apprentices types.

1. Navigate to Education  Settings  OJT Mappings.
   
   
   
2. Choose the apprentice type you wish to use, and click Proceed.
   
   
   
3. Click Add Category.
   
   
   
4. Type in the name of the OJT category. As you type, category names will appear which match what you enter.
   
   
   
5. Select the category you want and click the plus button.
   

The category will now appear in the OJT mapping for that specific trade.