16.1.1. Execute Training

Once a training has been defined and initiated, the assigned trainees will receive a notification in their Pending Tasks, prompting them to execute the training.

They will also receive an email notification informing them of the assigned task.

Clicking on either the subject in Pending Tasks or the button in the email will direct trainees to the Execute Training form. Here, trainees encounter a structured series of steps, ensuring a methodical progression through the training material. Each step or phase is represented by an accordion, guiding trainees through the required actions.

*If the training material includes any EPC documentation, trainees can also access the Execute Training task directly from EPC. For more details on this approach, click here.

*For guidance on common form functions, please refer to the dedicated section in the manual.

1. Request an Extension: This button allows users to request an extension for the training deadline.
   • If selected, it will reveal the extension request section, where users can input a new due date and provide a reason for the extension.
     
     • Send Request: This button allows users to send the extension request to the assigned manager(s) of the training, as determined by the Training Execution Reviewer dropdown in the New Training form.
       • The assigned manager(s) will receive the New Extension Request form.
     • Cancel: This button allows users to cancel the extension request and hide the section.

   • Extension Request Status Tracking

     Trainees can monitor the status of their extension requests. There are three possible states:
     
     

     • Extension Status: Pending indicates that the extension request is awaiting approval.
       • The Request an Extension button is hidden until a decision is made.
         
     • Extension Status: Approved indicates that the extension request has been approved.
       • The Request an Extension button reappears, allowing users to send additional extension requests if needed.
         
     • Extension Status: Rejected indicates that the extension request has been rejected.
       • The Request an Extension button reappears, allowing users to send additional extension requests if needed.
         

         **Trainees can send multiple extension requests, with the status updating according to the latest request.

2. Accordions: The available accordions in this task will vary based on the configured phases and chosen assessment method for the training. The potential accordions that can appear in the form are:
   • Complete Pre-Assessment
   • Read Documentation
   • Execute Training Courses
   • Complete Post-Assessment
   • Enter Certification Information
     
     !

     Accordion Navigation and Progression:

     • If all potential accordions are included, they will appear in the order listed above.
       • If a phase is not configured or applicable, its accordion will be skipped, and the next one in the sequence will appear.
     • Initially, only the first accordion in the sequence is visible and expanded by default. Users interact with one accordion at a time.
     • To proceed, users must click the Confirm and Proceed button at the bottom of each accordion, which then reveals the next phase.
       • Before advancing, users must ensure that all mandatory fields are completed; otherwise, they will encounter prompts to fill them out.
     • Once users confirm and proceed to the next accordion, they cannot return to previous ones, ensuring a linear progression through the training.
     • The final accordion does not have a Confirm and Proceed button. Users simply complete the phase requirements and submit the training for review.
3. Comment: This field allows users to offer comments or feedback regarding the training process.
   

   **The Comment control functions similarly to a discussion board, enabling users to initiate and participate in collaborative discussions with stakeholders involved in the workflow.

4. Save Form: This button allows users to save the form. It will remain in the Pending Tasks folder.

Upon reaching the final phase of training, the Completion Date field and Training Completed button will become visible in the form.

1. Completion Date: This is a date picker that allows users to input/select the date on which they completed the training.
   

   **By default, the current date will automatically populate this field. Users, however, can modify this entry, as needed.

2. Training Completed: This button allows users to submit the completed training.
   • If selected, the assigned manager(s) of the training (as determined by the Training Execution Reviewer dropdown in the New Training form) will be tasked with signing off on the training completion.
     

     **Before submitting the training, users must ensure that all mandatory fields in the final accordion are completed.

     !

     If a passing score has been mandated for the post-training assessment, the system will verify the obtained score upon form submission. If the trainee falls short of the minimum requirement, retraining will be triggered automatically.

     • During retraining, the pre-assessment phase is automatically skipped, as its relevance diminishes with subsequent training sessions.