Assigning Training on a Document

Marking a New Document As a Training Item

When documents are first created in the application, they must be marked as a training document if users need to train on the item:

This setting can be confirmed at the document level, in the document viewer and the training cap icon will be visible on the right hand panel:

Assigning Users to Train on a Document

At the document level, click on the training cap icon:

A slider box will appear on the right. There will be two options listed, training challenge questions and manage assigned trainees:

Training Challenge Questions

Training challenge questions are a great way to assess effectiveness of your training content and to reiterate key points or document key affirmations to satisfy a legal or compliance requirement. For training challenge question information, please click here.

Manage Assigned Trainees

To add users to train on the document, or to manage the trainees results, click the manage assigned trainees tab:

On the manage trainees slider, you can see all information pertaining to training on this item:

1. User/Role Assignments: Add users and/or roles from this dropdown that need to be assigned to train on the item.
2. At Risk/Past Due Training Compliance: Click here to see all users with a training compliance of at-risk or past due for the item.
3. Group Actions: When selecting more than one assignee, the group actions choices are to make selected users compliant, force selected users to retrain, or remove selected users. 
4. Export: Training information can be exported here.
5. Add/Remove Columns: Add or remove columns to the trainee full table.