Registering a training
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Prerequisites:
- Access to the My Tasks > Execution > Training registration menu.
- Document created from a category with training control.
- Users with the "Training" control enabled in the security list of the document or category.
Introduction
After creating a document from the category with training control, the Training registration task will be generated for the user to register a training based on the document.
In the previous step of the flow, the “CAT013 – Training material” category was created with training control, and a document was created in it. In this article, as an example, the created document will be used to register a training.
See how to execute a training registration:
Create training
1. Access the My Tasks > Execution > Training registration menu.
2. In the second quadrant, locate and select the document in which you wish to register a training.
Use the Training registration > Status filter in the first quadrant to filter the documents by the employees that were not evaluated or failed the training. Use the other advanced filters to easily locate the desired record.
3. After selecting the document, in the list of records of the third quadrant, the users that have the Create training control enabled in the security of the record are displayed.
4. Select the users who will be the participants of the training.
5. Then, click on the 
button on the third quadrant.
6. Select the desired option:
- Add training planning: The system will display the screen to add a training to the planning step for the selected users.
- Add training execution: The data screen to add a training directly to the execution step for the selected users will be displayed.
Watch the video in the Initial training planning configurations article to learn how to configure the training data screen.
7. After filling out the data screen, save the record.
- After saving, the users and the document will no longer be displayed in the list of pending records.
- The deadline to execute this task is configured in the training configuration in the category of the document to which the training will be created. Note that it is possible to configure different deadlines for critical and noncritical trainings.
- If the Revision requires training option is checked in the document revision, whenever it goes through a revision, this task will be sent to the responsible parties.
- If the Keep current revision training record task option is checked in the document category, and it is configured that the revision will start after the approval, and there is a training to be recorded regarding the current (released) revision, the system will keep the training related to the current revision and create a new one related to the new revision that was approved. If this option is not checked, the system will only keep the training task related to the new revision that was approved, deleting the task related to the current revision.
- When the training is invalidated, cancelled, or the participant is not approved, this task is generated again for the planning or execution team to become aware of the fact that the user needs a new training.
- If the user has already participated in the training and has been approved, and the training has not been invalidated or cancelled, the last conducted training will be taken into consideration.
Conclusion
Now that the training has been created from the document, the next step is to continue planning the training in SoftExpert Training.