How do I add training requirements?

Owned by Ann Ivey
Last updated: Feb 10, 2024

Click the expand (>) controls to view detailed instructions for adding Training Requirements

Assign Training Items to Users

  1. Click Info on a [Document | General Training Item]

  2. Manage Training

  3. Assign Additional Users

  4. Select users

  5. Assign Training Requirement for Selected Users

  6. Add Training Requirement for Users

image-20240204-033206.png
Assign Training Items to Users

Assign Training Items to Training Profiles

  1. Define Training Profiles

  2. [Add | Edit] Training Profile

  3. Add [Document | General ] Training Requirements

  4. Select [Documents | General Training Items ]

  5. Add Selected [Document | General ]Training Requirements

  6. Add Training Requirements to Profile

image-20240204-035239.png
Add Training Items to Training Profiles

Assign Training Profiles to Users

  1. Define Training Profiles

  2. Click Manage Training on a Training Profile

  3. Assign Additional Users

  4. Select users

  5. Assign Training Profile for Selected Users

  6. Add Training Requirement for Users

 

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