Onboarding
Onboarding is used to set up a user in one place, assigning roles and the associated trainings together. The screen has a left panel for the user and roles, and a right panel listing the user's relevant document versions.
On The Left:
User
Select the person being onboarded.Current User Roles
The roles the user already holds (for example, QMS Development, QMS User, Developer, Risk Manager, HR).Assign new roles to user
A dropdown of additional roles to add, selected via checkboxes (for example, CEO, Cybersecurity Manager, Quality Manager).
On The Right:
Approved / Effective Document Versions
Listed against their category, type, and status, grouped by document. Each has a checkbox: some are pre-selected and locked (already covered), while others can be selected to assign their training. The (i) icon shows further detail.
How to Onboard a User
In the left navigation, under Training, select Onboarding.
Select the User.
Review the user's Current User Roles.
Under Assign new roles to user, select any roles to add.
In the document list, select the versions whose training is to be assigned (some are pre-selected and cannot be changed).
Select Assign Roles and Trainings (the button reads Assign Roles when only roles are selected).
