Training Page

The Training page for quality system documents and other controlled documents (including templates) shows the people who require training on the document. People assigned training can complete the training after the quality system document reaches the Released state.

Document Center Administrators and Quality Managers can view the training list and generate reports. Document Center Administrators can configure training and complete training for one or more assignees on this page.

Important: This app stores personal data in some settings. To follow good personal data management practices, Business Administrators might need to edit these settings to remove personal data, such as names, email addresses, and phone numbers.

To access this page:

  1. Open the required quality system document or document template. See Opening a Quality System Document or Opening a Document Template.
  2. In the navigation pane, click Training.

This topic describes:

This page discusses:

Columns

Personal information columns only show values for rows that list people.

Column NameDescription
NameName of the organization, member list, or person. For an organization or member list, you can expand the name to view the list of persons.

Click the name to open that item.

TypeThe type of item on this row.
StatusThe person's training status:

StatusDescription
<blank>There is no status.
AssignedThe person has been assigned.
In ProgressThe person has indicated that they have started the required training.
CompletedThe person has completed the training.

For a member list or organization:

StatusDescription
AssignedAt least one person has been assigned training, and none of the persons have started training.
In ProgressAt least one person has started training. If some of the persons in the member list or organization have completed training, still shows as In Progress until everyone has completed the training.
CompletedEveryone in the member list or organization has completed the training.

% CompleteSpecifies how complete the training on the document is. Training assignees update their own completion progress on this page or on the My Trainings page.
Due DateThe date training should be completed by. For a member list or organization, this date applies to all persons in the list or organization and cannot be changed for any of those persons.

The background of this column is color-coded:

ColorDescription
RedShows if the progress is less than 50% complete or the due date has passed.
AmberShows if the progress is more than 50% complete, but not finished, or has not been started and today is within 10 days of the due date.

Your Business Administrator can change when this page shows amber or red for this column.

Completed DateThe date training was actually completed on.

If training was completed after the due date, the background shows in red.

MandatoryShows Yes or No. For an organization or member list, this value applies to all persons in the list or organization and cannot be changed for any of those persons.
CommentsAdditional information about training required for this specific organization, member list, or person.
OrganizationThe organization associated with the training.
EmailThe person's email address.
Work PhoneThe person's work phone number.

Filters

You can select a view from the menu on the page toolbar.

View NameDescription
AllShows all trainees.
AssignedShows only those trainees that have been assigned.
In ProgressShows those trainees who have entered progress, but not completed, the training. That is, those people with a % complete greater than 0 and less than 100.
CompletedShows only those trainees who have completed the training.

Actions/Toolbar Commands

Action NameDescriptionFor More Information
Add TraineeSearches for and adds organizations, member lists, and persons to the list of trainees. For a template, you can only add organizations and member lists.

In the search results, you can choose mandatory or optional for the Training Required column. You can also edit the list of trainees to change this value.

Note: This action is available for Document Center Administrators only.
Adding Trainees
Assign Training
Note: This action is available for Document Center Administrators only.
Assigns the training to the selected person, organization, or member list. If you assign training to an organization or a member list, all people in that organization or member list are assigned training. A notification is not automatically sent to those trainees. You must select Send Notifications to notify trainees.

The document shows in the person's My Documents list, with the Training Completion column color-coded, and in the Training Documents category.

Note: You can also edit the table to change the value of the Training Status column to Assigned.
Note: This action is not available for training for a template.
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Generate ReportCreates a Trainee Assessment Report and adds it to the list of reference documents. You can view the report on the Reference Documents page tab in the Content category.
Note: This action is not available for training for a template.
Trainee Assessment Report
Send NotificationSends a notification to users who have been assigned training, but have not yet completed it. The notification includes a link to the document.
Note: This action is not available for training for a template.
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Remove TraineeRemoves the selected items from the list. Click OK to confirm.

If the person was also added in an organization or member list, they are not removed from that location.

Note: This action is available for Document Center Administrators only.
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Enable Edit Toggles into edit mode. In edit mode, you cannot edit rows if the training status is complete. If you mark training as complete, you must also enter a comment.
Note: This action is available for Document Center Administrators only.
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Disable Edit Toggles into view mode.
Note: This action is available for Document Center Administrators only.
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Complete Training Completes training for this document.

A Document Center Administrator can complete training for assignees. If an organization, member list, or business unit is added as a training assignee, the Document Center Administrator can select that assignee and complete training for all members at once.

Completing Training