10.1. New Training Instance

In the New Training form, users can create and customize the training program to align with their specific needs and preferences.

1. Training Name: This is a text field that allows users to input the name of the training. It is a mandatory field.
2. Accordions: The form includes collapsible sections, known as accordions, which each serve a specific purpose.
   • Define Details
   • Select Trainees
3. Save Form: This button allows users to save the form.
   • If saved, the form can be found in the Drafts folder of the Task Navigation Pane.
     

     **A saved form can be found in the Drafts folder if it is the initial step of a workflow, also known as a starter form. If the form is a task assigned in the middle of a workflow, it will be located in the Pending Tasks folder.

4. Submit Form: This button allows users to submit the completed form.
   • Upon submission, this form will trigger the Training Definition workflow. The assigned reviewer will be tasked with reviewing the training.

*To access additional options or perform actions related to the form, please utilize the kebab menu ( ) located in the upper rightmost corner.