Managing QMS Training
A QMS Training is the master record for a training subject. It carries the subject's name and description, groups the Training Versions created under it, and records the QMS Documents it is associated with. It holds no training content of its own (that lives on its versions) so it is best thought of as the stable identity a training keeps while its content is revised.
The QMS Trainings tab lists these master records, each showing its ID (for example, TR-005), Name, its number of QMS Training Versions, and its number of Linked QMS Documents.
Expanding a row shows its Linked QMS Training Versions, each with the document it covers and its type.
Search with the "Search trainings or master trainings" box, edit a record with the pencil action, and add one with + Add QMS Training.
How to Create a QMS Training
On the QMS Trainings tab, select + Add QMS Training.
On the New QMS Training form, enter a QMS Training Name and a Description. The Training Version table is empty at this stage, and the Linked QMS Documents panel is locked, showing "Save new QMS training before adding QMS Documents".
Select Save New QMS Training.
Once saved, the record opens with its Details and References tabs, the (still empty) Training Version table, and the now-active Linked QMS Documents panel with + Link QMS Document. The record can also be removed here with Delete QMS Training.
How to Link QMS Documents
In the Linked QMS Documents panel, select + Link QMS Document.
In the picker, tick the document versions to associate and select Link. Only QMS documents not already associated with any QMS Training are offered, so each document belongs to a single training.
The linked documents appear in the panel, each with a remove (trash) action.
