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.
How to Add a New Employee
Step 1: Hover over the Configuration Icon and click Training.
Step 2: Click New and fill out the information on the Training page.
Step 3: Click the Add New Attributes sub tab to add training requirements.
- You can search for the various Training Requirement attributes by typing "Training Required" in the Search ID or Name field and clicking the plus '+' icon.
Step 4: Click Save.
Step 5: In the Applied Attributes tab, double click any attribute tile. Then click Edit Rules at the bottom of the tile.
Step 6: Click the Default Value (Yes/No) field.
Step 7: Toggle on Is Required based on whether the training is Required.
Step 7: Click Save.
Next step: Employee Training Management in QM PART 3