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A training task designed to improve the skills and knowledge of employees, guaranteeing they understand important procedures and information regarding the document.
Owners can assign users to receive tasks automatically (training, read & understand) based on the workflow status they decide.
Creating Training Task
1. Activate the training creation.
2. Choose the initiation status and select the departments/groups/users to be assigned the training task.
3. Define the training task:
- Force Training- Use the force training option for retraining on newer revisions.
- Carry Training Tasks – If chosen, completed tasks move to the next revision. Usually used when there is no significant change that justifies completing a new training.
- Exclude Owner – If this option is selected, training tasks will not be created for the Owner of the record.
- Repeat in Months –After the indicated number of months, training tasks will be auto created for the users who completed the training.
- Due in Days –The training task will be assigned a due date calculated as the creation date plus the number of days specified in this field.
- Status to Cancel –Upon reaching this status, all open training tasks associated with the record will be canceled.
4. Assess the effectiveness of the training by creating a quiz:
- Questions to Pass –The minimum number of questions the trainee needs to answer correctly to pass the training.
- Questions to Answer – The total number of questions displayed to the trainee before finalizing the training task.
- Send Email – The quiz certificate will be emailed to the trainee/manager.