To enable training on a document, access the document work space in Document Manager. Note how there is a check mark in the box labeled “Training Enabled” and I have selected myself in the Training Administrator field. These two items are what causes documents to be displayed in the Training Admin on Documents grid view. Deciding what documents you want to identify as requiring training will be up to each organization’s goals and needs. Some examples of documents on which training most likely will be needed are policies, procedures and instructions for organizations pursuing or maintaining conformance to a business management standard such as one or more of the ISO 9001 based standards for quality, environmental or health and safety management systems. It is highly likely there will be many more documents requiring training for most employees but your management team will need to identify the list. In order to enable training on a document and assign a training administrator, go to Document Manager and open up a document in the Document Work space. On the information tab, enable training and set the desired user as the Training Administrator. Click Apply to apply the changes, then open up Training Manager and find the document. You can find the document there because it has enabled training. If it hadn’t, it would not be there.
Please see the link below to watch a video about how to add a Training Administrator to a document in our How Do I Series!
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