10.1.1. Define Details

In this section of the New Training form, users can define the details that shape the training program.

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

1. Objective/Purpose: This is a rich text field that allows users to outline the objective or purpose of the training program.
2. Description: This is a rich text field that allows users to provide a description of the training program.
3. Activation Date: This is a date picker that allows users to input/select the start date for the training program, indicating when the training will become available to participants. It is a mandatory field.
   

   !!For trainees to receive the training on its activation date, the status must be set to active.

4. Frequency: This is a single-select dropdown field that retrieves the list of active frequencies in the system. It is a mandatory field. It allows users to specify the frequency at which the training will be conducted.
   

   **Frequencies are created and managed in the Frequency section of Training Settings.

5. Length (Hours): This is a numeric field that allows users to input the total duration of the training program in hours. It is a mandatory field.
6. Deadline (Days): This is a numeric field that allows users to set the number of days within which the training must be completed from the activation date. It is a mandatory field.
7. Status: This is a single-select dropdown field that displays the list of statuses. It is a mandatory field. It allows users to select the current status of the training program.
   • Statuses: Active or Inactive.
     

     !! For trainees to receive the training on its activation date, the status must be set to active.

8. Source: This is a single-select dropdown field that retrieves the list of predefined sources. It allows users to specify the root source that is driving the training—the origin of the training.
   • Source is a higher level categorization. Source options are created in the Source section of Training Settings.
9. Priority: This is a single-select dropdown field that retrieves the list of active priority levels in the system. It allows users to assign a priority level to the training based on its urgency and impact.
   

   **Priority levels are created and managed in the Priority section of Training Settings.

10. Applicability: This is a single-select dropdown field that displays the list of training applicability options. It is a mandatory field. It allows users to specify the relevance of the training for different user groups or roles within the organization.
    • Applicability Options: Mandatory, Optional, or Recommended.
      
      *

      Department Managers & Training Applicability
      
      In the My Department’s Trainings module, department managers can oversee the training progress of their team.

      • If the applicability for a training is set as mandatory, the department manager can only declare the training as complete for the relevant trainees.
        
        
      • If the applicability for a training is not set as mandatory, however, the department manager can choose to declare the training as either complete or not applicable for the trainees.

      
      
11. Assessment Method: This is a single-select dropdown field that displays the list of assessment methods. It is a mandatory field. It allows users to select the method by which trainee performance will be evaluated.
    • Assessment Methods: Attendance, Score, Certification, and Pass/Fail.
      • If Score is selected as the assessment method, users are required to set up at least one post-training assessment. This assessment must take the form of either a customized or external questionnaire.
        

        !!Users must also ensure that at least one post-training assessment item undergoes evaluation. To meet this requirement, users must confirm when prompted by the respective radio button query, whether for an individual question in the customized questionnaire or for the entire external questionnaire.

      • If Certification is selected as the assessment method, the Certification Information accordion will be visible to trainees during the training execution.
        

        *This accordion allows trainees to enter certification details before submitting the training for review.

12. Training Definition Reviewer: This is a multi-select dropdown field that retrieves the list of users, roles, and groups in the system. It is a mandatory field. It allows for the selection of the user(s), role(s), and/or group(s) responsible for reviewing the training.
    • During the Training Definition workflow, the individual(s) selected in this dropdown will be assigned the Review Training Definition task.
13. Training Execution Reviewer: This is a multi-select dropdown field that retrieves the list of users, roles, and groups in the system. It is a mandatory field. It allows for the selection of the user(s), role(s), and/or group(s) responsible for handling extension requests and reviewing the training execution.
    • During the Training Execution workflow, the individual(s) selected in this dropdown will be assigned the New Extension Request task (if an extension is requested) and the Sign Off Training Completion task.
      

      **The reviewer will determine whether each trainee has successfully completed the training or if they need to retake it.

14. Include Pre-Assessment: This is a checkbox that allows users to add a pre-assessment to the training program.
    • If selected, it will reveal the Define Pre-Training Assessment accordion, where users can configure the pre-training assessment.
15. Include Documentation to Read: This is a checkbox that allows users to add reading material to the training program.
    • If selected, it will reveal the Define Documentation to Read accordion, where users can specify the reading materials for trainees.
16. Include Training Course(s) to Execute: This is a checkbox that allows users to add specific courses to the training program.
    • If selected, it will reveal the Define Training Course(s) to Execute accordion, where users can define the training courses to be completed.
17. Include Post-Assessment: This is a checkbox that allows users to add a post-assessment to the training program.
    • If selected, it will reveal the Define Post-Training Assessment accordion, where users can configure the post-training assessment.

*By selecting these checkboxes, users determine the phases of the training program and what trainees will be asked to review and complete.