Summary
Training Categories are roles or job types. If your organization's trainings vary based on roles or job types, then this feature will be of great benefit to you. They are an OPTIONAL piece of the QM Training tab, however they do require some minimal configuration.
Step 1: Hover over the Configuration tab at the far top-right of any grid-page and click 'Training' in the drop-down.
Step 2: Click 'New' and fill out the information on the Training page.
Step 3: Click 'Add New Attributes' to begin adding training requirements. You can search for the various Training Requirement attributes by typing "Training Required" in the Search ID or Name field.
Step 4: Add the requirement by clicking the "+" button on the attribute tile.
Step 5: Click 'Save'.
Step 6: In the Applied Attributes tab, click any attribute tile. Then click Edit Rules at the bottom of the tile.
Step 7: Go to the Default Value (YesNo) field and set it to "Yes" or "No" based on whether the training is Required, then click Save.
Step 8: Click 'Save' when finished adjusting values.
Next step: Employee Training Management in QM PART 3