Record Information
Notes: Active users with license, access rights, and privileges to this form even though they are not owners, approvers, or creator of the document, they can view, and download controlled, deleted and audit trail files in the file repository or upload files. Permissions are granted in Permissions Management (Users).
Training Definition Record
The training definition record allows you to make the following definitions:
The Evaluation Method field offers a variety of options to select from. However, if you choose "N/A," the minimum score field will be disabled, and the Auto Approval Field will automatically change to "Yes".
If Auto Approval is "Yes", completion is automatically evaluated as pass.
The source link field allows you to add links for articles, papers, research papers, blog posts, or others. The field validates URLs for HTTPS.
The video link field allows you to add links from platforms like YouTube, Vimeo, Google Drive, and OneDrive. The field validates URLs for HTTPS.
Tips
All fields with * are required to be filled.
If in the field a value you want to add doesn't appear in the list, simply click on the external link icon
, which will redirect you to the related form.For the training number, it is recommended to use different numbers for each created record. However, if you need to use the same training number, you must ensure that the revision id is different. This ensures that the trainings are unique and can be traced for their changes over time.
The Supersedes Training field is automatically filled in when the record is duplicated.
The Record Version Control functionality in the system is a critical component for maintaining efficient training versioning. This functionality ensures seamless version transitions by automatically updating the superseded training to an obsolete status when the current record is set to Active. This action triggers a cascading effect on all older versions associated with the training.
To view the meanings of the icons, please click here.
Creation Section
Notes: The default owner of the document is the person who creates it, also known as the Owner. However, the ownership can be changed to another user if needed.
This section allows you to select the ownership of the document.
The Created By field cannot be changed, as the system automatically adds the creator of the record.
The Created Date field cannot be changed, as the system timestamp when the record was created.
Revision & Storage Section
The default revision date of the training is the date when it was created. However, the revision date can be changed by another if needed. If you want to change the day, you must select a day prior to the current one.
This section allows you to choose review and store conditions.
Comments Section
After saving the training definition record, a new section titled Comments will appear.
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