Training Versions

A Training Version is the training people actually complete: a specific, versioned piece of content created under a QMS Training. It sets how the training is taken, by reading and acknowledging a document, or by answering a questionnaire, which document versions it covers, the materials to work through, and, for a questionnaire, the questions and the pass mark.

The Training Versions tab lists them with ID, Title, Version, Status (such as Draft or Approved), Type (Read & Understood or Questionnaire), Effective Date, Trainer, and the number of Documents covered. Search and filter with the Trainings Status and Training Type menus, view a row with the eye action, and add one with + Add Training Version.

A new version is created on the New Training form, which has a status bar and the tabs Details, Release, Linked Documents, Training Materials, and Questionnaire. The stages depend on the Type: a Read & Understood training runs Draft → Consulting → Effective, while a Questionnaire training adds a review and approval step, running Draft → Consulting → In Review → In Approval → Effective.

Details

Sets the core fields:

• QMS Training
  the master training this version belongs to, chosen from a lookup (with an Edit action once set).

  

• Training Version
  the version number.

• Title
  generated from the training and version.

• Trainer / Owner (required)
  the person responsible for the training.

• Type
  Read & Understood or Questionnaire. This drives both the stages above and whether the Questionnaire tab is available.

  

• Require Approval
  when ticked, the version must be approved before it can become effective, which is what adds the In Review and In Approval stages.

  

An Effective Date, the read-only Status, and a Notes editor complete the tab. Select Save New Training to create the version as a Draft.

Release

Holds the Require Approval setting and the Effective Date. These are locked until the version has been saved, before that, the tab shows "Save new training first".

Linked Documents

The document versions this training covers. Select Link Document Version, tick versions in the picker, and select Link; only documents defined under the version's selected QMS Training are offered. Each linked version shows its status, a Training Notes field (edited with the pencil), and a remove action.

Training Materials

The files trainees work through. Select Upload Materials, choose files with Select files, and select Upload Files. Each uploaded file is listed as a link, with a remove action.

Questionnaire

Available only for a Questionnaire training; for a Read & Understood training the tab is greyed out.

Set the Title and a Pass threshold , the number of questions, out of the total, needed to pass, shown as a percentage that recalculates as you change it (for example, 3 out of 5 = 60%).

How to Add a Question

1. Select + Add question, set the Question Type to Choice or Yes/No, and enter the question text.

   

2. For a choice question, add answers with + Add option, reorder them with the arrows, and mark the right one with Mark as correct (it then reads Correct).

   

3. Select Save Question for each question, then Save Questionnaire to store the set.