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Document X training

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Through this menu, it is possible to view the status of trainings related to documents with the "Training" control configured in their category. Document training can be performed both through SE Training and the Publication acknowledgment, according to the configurations performed in the category. Through the field located in the upper right part of this menu, it is possible to alter the document search view between:

Vision

Description

Details

Displays the information of the trainings related to the documents as a listing.

TNA X employee matrix

Displays the information of the trainings related to the documents as a matrix.

 

Specific buttons:

Click on the arrow located next to this button and select the desired option to view the electronic file, view the electronic file with markup and view the digital signature data of the document selected in the list of records.

Click on the arrow located next to this button and select the desired option to view the data screen of the document, of its revision or of the training related to it. Refer to the specific documentation of the SE Training component for more information about the training data screen.

Click on this button to load SE Analytics, so that the result obtained in the search can be analyzed.

Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search the parameters that may be used in the configuration of new reports.

Click on this button to view the TNA x employee matrix in full screen mode. This button will only be enabled if the search is in the "TNA X employee matrix" vision.

Click on this button to download the electronic file of the document selected in the list of records. In order to successfully perform this operation it is necessary to have the "Save locally" control enabled in the security of the document that is being revised. If the type of file configured in the category of the selected document is "Complex", by clicking on this button, the container folder structure will also be exported. By default, the system does not download files simultaneously when the sum of their sizes is higher than 4GB.

 

If necessary, use the filters described below to locate the desired records through specific information. To use them, go to the Search filters panel and click on the button to add them.

 

When the title of the document is translated, the language of the translation will be displayed on the data screen.

 

Document X training
Attributes
Document
Document - Advanced
Keyword
Revision
Employee
Employee - Advanced
Training
Training - Advanced

 

After you complete the necessary filters, click on the Search button on the Search filters panel or press ENTER on the keyboard to perform the search. The result will be displayed on the right-side of the view screen.