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Configuring the document training

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Training control is a feature to program trainings related to the documents of the category.

In order for this feature to function correctly, it is necessary for the SE Training component to be part of the solutions acquired through its organization.

 

To configure the document training function, perform the following steps:

 

1.Access the Configuration Category menu.

 

2.Select the desired category and click on the button.

 

3.In the Control tab, enable the Training section.

 

4.Then, configure the following fields:

Field

Start training after

Define if the trainings will be started right after the revision of the documents of this category is approved or after it is released.

Default severity

Select whether, by default, the severity of the trainings generated from the recorded documents will be: critical, noncritical or if there will not be a default severity.

Registering deadline for non-critical training

Fill out this field only if the "Noncritical" option was selected in the "Default severity" field. In this case, enter the number of days in which the noncritical trainings of the documents must be created.

Registering deadline for critical training

Fill out this field only if the "Critical" option was selected in the "Default severity" field. In this case, enter the number of days in which the critical trainings of the documents must be created.

Option

Checked

Unchecked

Revision requires training (default)

When creating a revision, on its data screen, the Revision requires training (default) option will be displayed as checked by the system.

The Revision requires training (default) will not be checked by the system during the creation of a new revision. If necessary, the revision manager can check it at a later time.

Publication acknowledgment equals training (Self-training)

If it is configured in the category that its documents will have training and publication acknowledgment, executing the Publication acknowledgment task will be considered as performing a training. If this option is checked and, instead of performing the Publication acknowledgment task, a training (SE Training) is performed, the system will automatically execute the publication acknowledgment.

The user must perform the document training through the SE Training component. The publication acknowledgment will not count as training.

Create self-training of the related course upon releasing the revision

A self-training of the course related to the document will be created for users with "training" permission in the document/category security, or users who have the required course for their positions, when releasing the revision for training.

When releasing the revision, the self-training will not be created for users with the "training" permission.

Restrict training record by organizational unit

The trainings related to the documents of this category may only be recorded by organizational unit. To do that, the user must have the "Create training" control enabled in the document security and be part of the unit control team of the organizational (SE Administration) whose members need training.

The trainings can be created by the users who have the "Create training" control enabled in the document security, regardless of their organizational unit.

Use specific team for new revisions

The trainings of users with permission during document revision can only be recorded by a specific team.

In the field that will be enabled, select the desired team. The members of the selected team must have permission to "Create training" in the document security.

For users who are added to the security after the document is released, the training registration will be performed by the control team of the organizational unit.

The trainings will be created by the defined organizational unit (if any) or by the users who have the "Create training" control enabled in the document security.

Only qualified instructors in the revision

When creating a revision, on its data screen, the Only qualified instructors in the revision option will be displayed as checked by the system.

The Only qualified instructors in the revision will not be checked by the system during the creation of a new revision. If necessary, the revision manager can check it at a later time.

Keep current revision training record task

If it is configured that the revision will start after the approval and there is a training to be recorded regarding the current (released) revision, the system will keep the training related to the current revision and create a new one related to the new revision that was approved.

If it is configured that the revision will start after the approval and there is a training to be recorded regarding the current (released) revision, the system will only keep the training related to the new revision that was approved, deleting the task related to the current revision.

 

5.Save the changes.

 

Refer to the Adding a training section of the specific SE Training documentation for further details on how to perform this operation.

The status of the trainings related to the category documents that have this control enabled can be monitored through the View Document X training menu.