Viewing and Editing a Training
An existing training is opened from the QMS Trainings list: expand a row to preview its Description, Master Training, and Linked Document Versions, then select View Details to open the full record.
The Details tab holds the core fields: the QMS Training lookup (with Edit and Add QMS Training actions), Title, Training Version, Trainer / Owner (required), Type (Read & Understood or Questionnaire), a Require Approval checkbox, the read only Status, and a Notes editor.
The Release tab holds the Require Approval setting, which controls whether the training must be approved before it can become effective.
The Document Versions tab lists the document versions the training covers, each with its status and a notes field for training notes against that version.
How to Link a Document Version
On the Document Versions tab, select Link Document Version.
Find the versions using the Search documents box and the Status and Type filters, tick each one, and select Link.
Back on the tab, add any training notes against a version and save the row with the save icon. Use the delete icon to unlink a version.
The Training Materials tab holds the files trainees work through, each listed as a link that opens the file.
How to Upload Training Materials
On the Training Materials tab, select Upload Materials.
Select Select files, choose the files to add, then select Upload Files.
Each uploaded file is listed as a link; use the delete icon to remove one.
The Questionnaire tab is where the training's questionnaire is configured. Set the Type, enter a title, and set the Pass threshold, the number of questions out of the total required to pass, shown as a percentage (for example, 6 out of 6 questions = 100%).
How to Add a Question
On the Questionnaire tab, select Add question.
Set the Question Type to Choice or Yes/No and enter the question text.
For a choice question, add answers with Add option and mark the right one with Mark as correct.
Select Save Question, then Save Questionnaire to store the set.
