Prerequisites:

• Access to the Configuration > Document > Category (DC043) menu.
• SoftExpert Training must be part of the solutions acquired by the organization.

Introduction

A training is characterized by a short-term learning method, with the intention of exchanging, transmitting, or recycling knowledge, abilities, and attitudes related to organizational processes. It may be formal or informal, with objectives such as career development, specialization, recycling, and more. 

In SoftExpert Document, the training can be performed through documents from a certain category. Thus, through the integration with SoftExpert Training, it is possible to configure that certain participants are trained by specific documents, which deliver the necessary knowledge for their formation.

In this article, to start the flow example, we will configure a category with training control, which will be used to create work instruction documents to train employees regarding the use of equipment.

Configuring a training

Watch the video below to learn how to configure the training distribution in the document category:

Conclusion

Now, simply create a document in this category. When creating the document, remember to select the category with configured training control.

Once a document with training configuration is created in the category, the Training registration task will be generated. Thus, the next step is to register the training in the document.