Managing a Document's Training
Opening a document version's training record displays two tabs, with tags at the top summarising the questionnaire, status, type, and category.
The Trainings tab shows summary cards (Assigned, Completed, Overdue, Missing, and Effective Date) and a table of assigned users with their Assigned On, Completed On, Due Date, Status, Roles, a Notify action, and Last Notified date.
Use Send reminders to prompt everyone outstanding, + Add Training to assign more users, and select users to Set Due Date.
Selecting users and choosing Set Due Date opens a date picker to set a common due date.
The Questionnaire tab is where the questions are configured. Set the Training completion type (Questionnaire or Read & Understood) and a Pass threshold, the number of questions required to pass, shown as a percentage (for example, 5 out of 6 questions = 83%).
Each question is added with + Add question and edited on the right: choose the Question Type (Choice or Yes/No), enter the question text, and for a choice question add options with + Add option, marking the right one with Mark as correct. Save each question with Save, and the whole set with Save Questionnaire.
How to Manage a Document's Trainings
Open the document's training and select the Trainings tab.
Review who is Assigned, Completed, Overdue, or Missing.
To adjust deadlines, select the users and choose Set Due Date.
To prompt a user, select Notify on their row, or Send reminders for everyone outstanding.
How to Set Up a Document's Questionnaire
Open the training record and select the Questionnaire tab.
Set the completion type to Questionnaire.
Use + Add question to add each question and its choices.
Set the pass threshold (the number of questions out of the total).
Select Save Questionnaire.
