> For the complete documentation index, see [llms.txt](https://interfacing.gitbook.io/interfacing-help-files/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://interfacing.gitbook.io/interfacing-help-files/learning-and-development/managing-trainings-apps/creating-and-managing-trainings/create-new-training.md).

# Create New Training

Create and submit a new training to initiate the Training Definition workflow.

## Workflow Overview

<i class="fa-location-dot">:location-dot:</i>  **Current Task:** Create New Training

<i class="fa-user">:user:</i>  **Performed By:** Training Creator (e.g., Training Administrator, Process Owner, Subject Matter Expert)

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

***

## Completing the Form

Use the **New Training** form to define and submit a proposed training program.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

{% hint style="success" %}
For guidance on common form features and functions, see [**Working with Forms**](/interfacing-help-files/end-users/exploring-apps/working-with-forms.md).
{% endhint %}

***

{% stepper %}
{% step %}

### Provide Training Overview

Provide a high-level summary of the training program.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

* **Training Name:\*** Enter a brief, descriptive title for the training.
* **Objective / Purpose:** Describe the goal of the training and what trainees are expected to learn or accomplish.
* **Description:** Provide a detailed description, including scope, key topics, and any relevant context.

***

{% endstep %}

{% step %}

### Define Schedule, Parameters & Governance

Specify how the training is scheduled, configured, and governed.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

* **Activation Date:\*** Select the date the training becomes available to trainees.
* [**Frequency:**](#user-content-fn-1)[^1]**\*** Select how often the training must be completed.
* **Length (Hours):\*** Enter the estimated number of hours required to complete the training.
* **Deadline (Days):\*** Enter the number of days trainees have to complete the training.
* **Applicability:\*** Select how the training applies to the target audience.

{% hint style="info" %}
Depending on the selected applicability, department managers can take different actions in the [**My Department's Trainings**](/interfacing-help-files/learning-and-development/managing-trainings-apps/tracking-and-monitoring-trainings/my-departments-trainings.md) module.

* **Mandatory**
  * Managers can mark the training as **Complete** only.

* **Optional** or **Recommended**
  * Managers can mark the training as either **Complete** or **Not Applicable**.
    {% endhint %}

* **Status:\*** Select the current status of the training (e.g., Active, Inactive).

{% hint style="warning" %}
For trainees to receive the training on its activation date, the status must be set to **Active**.
{% endhint %}

* [**Priority:**](#user-content-fn-2)[^2] Select the priority level of the training, indicating its importance or urgency.
* [**Source:**](#user-content-fn-3)[^3] Select the origin or driver of the training.
* [**Training Definition Reviewer:**](#user-content-fn-4)[^4]**\*** Select the user, role, or group responsible for reviewing the training.

{% hint style="info" %}
If formal review is skipped, the **Training Definition Reviewer** is also responsible for managing any requested deadline extensions.
{% endhint %}

{% hint style="danger" %}
If expected options are missing from **Frequency**, **Priority**, **Source**, or **Reviewer**, contact your administrator.
{% endhint %}

***

{% endstep %}

{% step %}

### Define Assessment & Completion Requirements

Specify how training completion is determined and whether a formal review is required.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

* **Assessment Method:** Select the method used to evaluate completion.

{% hint style="warning" %}
Additional configuration may be required based on your selection:

* **Attendance**
  * No additional configuration is required. Completion is based solely on submission.

* **Certification**
  * The **Enter Certification Information** phase is automatically included, requiring trainees to record certification details before submission.

* **Score**
  * At least **one** [post-training assessment](#configure-phases) must be configured for trainees to complete.&#x20;
    * It must be either a **Customized** or **External Questionnaire**.
  * At least **one** item in the assessment must be evaluated.
    * **Customized Questionnaire:** Confirm evaluation for at least one question.
    * **External Questionnaire:** Confirm evaluation for the entire questionnaire.
      {% endhint %}

* **Review & Sign-Off Required:** Select to require formal review and sign-off after completion.
  * If selected, assign the responsible user, role, or group in the designated field.

{% hint style="info" %}
The **Training Execution Reviewer** determines whether each trainee has successfully completed the training or must retake it. They also manage any requested extensions.
{% endhint %}

***

{% endstep %}

{% step %}

### Configure Phases

Select the phases to include in the training. Additional configuration sections appear for each selected phase.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

{% tabs %}
{% tab title="Pre-Assessment" %}
In the **Define Pre-Training Assessment** section, select one or more questionnaires.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

{% hint style="info" %}
This assessment measures trainees' knowledge and readiness prior to instruction.
{% endhint %}

{% hint style="danger" %}
If no questionnaire is selected, the **Complete Pre-Training Assessment** phase will be skipped.
{% endhint %}

***

#### <i class="fa-square-check">:square-check:</i>  Include a Default Pre-Training Questionnaire

Select this option to use the standard system-provided questionnaire.

The predefined questions are automatically added to the assessment.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

***

#### <i class="fa-square-check">:square-check:</i>  Create Customized Pre-Training Questionnaire

Select this option to create a custom questionnaire.

A grid appears. Click **Add** to create a new question.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

<details>

<summary><mark style="color:blue;"><strong>New Pre-Training Question</strong></mark></summary>

The **New Pre-Training Question** form allows you to define individual questions for the assessment.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

1. **Define Details**

Complete the relevant fields to configure the question:

* **Display Order:\*** Enter the position of the question within the questionnaire.

{% hint style="info" %}
This field defaults to the system-assigned order based on when the question is added; modify it to change the sequence.
{% endhint %}

* **Question:\*** Enter the question or statement to be presented in the questionnaire.
* **Answer Type:\*** Select the response format (e.g., True / False, Multiple Choice, Text Value).

{% hint style="warning" %}
If **Multiple Choice** is selected, additional fields will appear to define the answer options.
{% endhint %}

***

2. **Save Changes**

When ready to save, choose one of the following options:

* **Save and Close:** Click to save the question and return to the main form.
* **Save and New:** Click to save the question and open a new form to add another.

</details>

Added entries appear in the grid, where they can be modified by clicking **Edit** ( <i class="fa-pencil">:pencil:</i> ).

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

***

#### <i class="fa-square-check">:square-check:</i>  Link External Pre-Training Questionnaire

Select this option if the questionnaire is hosted on another website.

An additional field appears:

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

* **URL:\*** Enter the web address of the questionnaire.

{% hint style="info" %}
Trainees will access the questionnaire via this link.
{% endhint %}
{% endtab %}

{% tab title="Documentation to Read" %}
In the **Define Documentation to Read** section, assign the materials trainees must review for the training.

***

#### <i class="fa-clipboard-list">:clipboard-list:</i>  Documentation Overview

Provide a summary of the documentation, including any instructions, prerequisites, or credentials required to access it.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

***

#### <i class="fa-books">:books:</i>  Rules, Documents, Processes, & Other Documentation

Use the tabs to assign either:

* **Existing Documentation** (rules, documents, or processes stored in the system)
* **External Documentation** (links to content hosted outside the system)

{% tabs %}
{% tab title="Existing Documentation" %}
Use the **Rules**, **Documents**, or **Processes** tab to assign existing documentation.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

1. **Select Folder**
   * In the **Select Folder** field, click the <img src="https://interfacing.gitbook.io/interfacing-help-files/~gitbook/image?url=https%3A%2F%2Fmanula.r.sizr.io%2Flarge%2Fuser%2F10696%2Fimg%2Fsingle-select-dropdown-1.png&#x26;width=38&#x26;dpr=4&#x26;quality=100&#x26;sign=cc3f58d3&#x26;sv=2" alt="" data-size="line"> icon to open a pop-up window displaying a tree structure of item folders. Double-click the desired folder to select it.
     * Once a folder is selected, its child items will populate the **Selected** **Objects** grid.
2. **Assign Items**
   * Mark the items you want to assign by checking the corresponding **Selected** checkbox.
   * Click **Save Changes**, or click outside the grid to automatically save your selections.
     * To cancel, click **Discard Changes**.
   * Click **Assign Selected** to finalize the assignment.
     * Assigned items appear in the **Assigned Items** grid.
       {% endtab %}

{% tab title="External Documentation" %}
Use the **Other Documentation** tab to add links to external documentation.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

1. **Enter Documentation Details**
   * **Documentation URL:** Enter the web address of the external documentation.
     * Expected Format: `http://example.com`
   * **Documentation Display Name (Optional):** Enter a user-friendly name.
     * If left blank, the URL is used as the display name.
2. **Add the Link**
   * Click **Add Documentation**.
     * The link appears in the grid and is now assigned to the training.
       {% endtab %}
       {% endtabs %}

***

#### <i class="fa-gear-complex">:gear-complex:</i>  Assigned Documentation

Manage documentation from its respective tab.

<details>

<summary><i class="fa-square-check">:square-check:</i>  <strong>Mark as Supporting Documentation</strong></summary>

To designate an item as supporting documentation, select the corresponding **Supporting Documentation** checkbox.

{% hint style="danger" %}
When an existing documentation item is marked as supporting documentation, it will not generate a training task in EPC; its purpose is only to supplement the primary content
{% endhint %}

If not marked as supporting, the item is treated as **primary documentation** and generates a training task.

</details>

<p align="center">━━━━━━━━━━━━━━━━━━━━━━━━━━━</p>

<details>

<summary><i class="fa-trash-can">:trash-can:</i>  <strong>Delete Documentation</strong></summary>

To remove an assigned item, select the corresponding **Delete** ( <i class="fa-trash-can">:trash-can:</i> ) icon.

{% hint style="info" %}
Confirm deletion by clicking **Save Changes** or clicking outside the grid. To cancel, click **Discard Changes** or **Undo** ( <i class="fa-rotate-left">:rotate-left:</i> ).
{% endhint %}

</details>

<p align="center">━━━━━━━━━━━━━━━━━━━━━━━━━━━</p>

<details>

<summary><i class="fa-eye">:eye:</i>  <strong>View or Navigate to Documentation (Existing Documentation Only)</strong></summary>

To view the full description of an assigned object, select the corresponding **Expand** ( <i class="fa-up-right-and-down-left-from-center">:up-right-and-down-left-from-center:</i> ) icon.

To navigate directly to an item, click the link in the **Link to Documentation** column.

</details>

<p align="center">━━━━━━━━━━━━━━━━━━━━━━━━━━━</p>

<details>

<summary><i class="fa-pencil">:pencil:</i>  <strong>Modify Assigned Version (Existing Documentation Only)</strong></summary>

To modify the version of an assigned object:

* Click **Edit** ( ​ ), or
* Double-click the item in the grid.

{% hint style="danger" %}
By default, all assigned objects are set to the **latest published version**.
{% endhint %}

<p align="center">━━━━━━━━━━━━━━━━━━━━━━━━━━━</p>

The **Edit Version of Selected EPC \[Object]** form allows you to specify the version of the item assigned to the training and to classify it as primary or supporting documentation.

1. **Modify Details**

Specify how the selected documentation is classified and versioned for the training.

* **Primary / Supporting Documentation:** Indicate whether the item is the primary target of the training or supporting material.

{% hint style="danger" %}
When an EPC object is marked as supporting documentation, it will not generate a training task in EPC; its purpose is only to supplement the primary content.
{% endhint %}

* **Versioning Type:** Select the versioning approach for the item.
  * If applicable, the **Current Version Until Next Published** option links to all relevant versions of the item—from the version currently in progress through the next published version.

{% hint style="warning" %}
If Specified Version is selected, an additional field will appear:

* **Version:** Select the exact version of the item to assign to the training.
  {% endhint %}

{% hint style="danger" %}
If no versioning type is selected, the training automatically defaults to the **latest published version**.
{% endhint %}

* **Link to Rule:** Click to navigate directly to the item.

{% hint style="info" %}
The message at the bottom of the form updates dynamically based on the selected versioning type.
{% endhint %}

***

2. **Save Changes**

When ready to save, choose one of the following options:

* **Previous:** Click to save changes and navigate to the previous item.
* **Save and Close:** Click to save changes and return to the main form.
* **Next:** Click to save changes and navigate to the next item.

{% hint style="warning" %}
The **Previous** and **Next** buttons are unavailable on the first and last questions, respectively.
{% endhint %}

</details>

<p align="center">━━━━━━━━━━━━━━━━━━━━━━━━━━━</p>

<details>

<summary><i class="fa-circle-plus">:circle-plus:</i>  <strong>Add or Update Description (External Documentation Only)</strong></summary>

To add or modify a description, enter text directly in the **Documentation Description** column.

</details>
{% endtab %}

{% tab title="Training Course(s) to Execute" %}
Use the **Define Training Course(s) to Execute** section to assign materials trainees must review as part of the training.

#### <i class="fa-pencil-line">:pencil-line:</i>  Format & Course Overview

Define the format and required information for the training course or course series.

* **Format:** Select the format of the training course or course series.

{% hint style="warning" %}
Additional fields may appear based on your selection.

<i class="fa-circle-check">:circle-check:</i>  **Web-Based Instructor-Led**

* **Instructor:** Select the training course instructor.

<i class="fa-circle-check">:circle-check:</i>  **Onsite Instructor-Led**

* **Instructor:** Select the training course instructor.
* [**Location:**](#user-content-fn-5)[^5] Select the location where the training course will be conducted.
  {% endhint %}

{% hint style="danger" %}
If **Web-Based Self-Paced** or **Web-Based Instructor-Led** is selected, at least one training course URL is required.
{% endhint %}

* **Training Course Overview:** Provide a summary of the course or course series, including instructions or credentials needed to access the content.

***

#### <i class="fa-chalkboard-user">:chalkboard-user:</i>  Training Courses

Add one or more courses to the training.

* **Training Course URL:** Enter the web address for the training course.
  * **Expected Format:** `http://example.com`
* **Training Course Display Name (Optional):** Enter a user-friendly name.
  * If left blank, the URL is used as the display name.
* **Add Training Course:** Click to add the link.

***

#### <i class="fa-gear-complex">:gear-complex:</i>  Added Training Courses

Manage added training courses from the grid.

<details>

<summary><i class="fa-trash-can">:trash-can:</i>  <strong>Delete Courses</strong></summary>

To delete a course, select the corresponding Delete ( <i class="fa-trash-can">:trash-can:</i> ) icon.

{% hint style="info" %}
Confirm deletion by clicking **Save Changes** or clicking outside the grid. To cancel, click **Discard Changes** or **Undo** ( <i class="fa-rotate-left">:rotate-left:</i> ).
{% endhint %}

</details>

<p align="center">━━━━━━━━━━━━━━━━━━━━━━━━━━━</p>

<details>

<summary><i class="fa-circle-plus">:circle-plus:</i>  <strong>Add or Update Description (External Documentation Only)</strong></summary>

To add or modify a description, enter text directly in the **Training Course Description** column.

{% hint style="info" %}
Once provided, users can view the full course description by clicking the corresponding Expand ( <i class="fa-up-right-and-down-left-from-center">:up-right-and-down-left-from-center:</i> ) icon.
{% endhint %}

</details>
{% endtab %}

{% tab title="Post-Assessment" %}
In the **Define Post-Training Assessment** section, select one or more questionnaires.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

{% hint style="info" %}
This assessment evaluates trainees’ comprehension and retention of the training material after its completion.
{% endhint %}

{% hint style="danger" %}
If no questionnaire is selected, the **Complete Post-Training Assessment** phase will be skipped.
{% endhint %}

***

#### <i class="fa-square-check">:square-check:</i>  Include a Default Pre-Training Questionnaire

Select this option to use the standard system-provided questionnaire.

The predefined questions are automatically added to the assessment.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

***

#### <i class="fa-square-check">:square-check:</i>  Create Customized Pre-Training Questionnaire

Select this option to create a custom questionnaire.

A grid appears. Click **Add** to create a new question.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

<details>

<summary><mark style="color:blue;"><strong>New Post-Training Question</strong></mark></summary>

The **New Pre-Training Question** form allows you to define individual questions for the assessment.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

1. **Define Details**

Complete the relevant fields to configure the question:

* **Display Order:\*** Enter the position of the question within the questionnaire.

{% hint style="info" %}
This field defaults to the system-assigned order based on when the item is added; modify it to change the sequence.
{% endhint %}

* **Question:\*** Enter the question or statement to be presented in the questionnaire.
* **Answer Type:\*** Select the format of the response (e.g., True / False, Multiple Choice, Text Value).

{% hint style="warning" %}
If **Multiple Choice** is selected, additional fields will appear to define the answer options.
{% endhint %}

* **Will This Question Be Evaluated?:** Indicate whether the question will contribute to the assessment’s overall score.
  * If <mark style="color:blue;">**Yes**</mark>, provide the correct answer for the question based on the selected answer format.

{% hint style="warning" %}
If a question is to undergo evaluation, in the **Define Post-Training Assessment** section, the **Customized Questionnaire Passing Score** (**%**) field becomes visible and mandatory, requiring a range between 1 and 100.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>
{% endhint %}

***

2. **Save Changes**

When ready to save, choose one of the following options:

* **Save and Close:** Click to save the question and return to the main form.
* **Save and New:** Click to save the question and open a new form to add another.

</details>

Added entries appear in the grid, where they can be modified by clicking **Edit** ( <i class="fa-pencil">:pencil:</i> ).

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

***

#### <i class="fa-square-check">:square-check:</i>  Link External Pre-Training Questionnaire

Select this option if the questionnaire is hosted on another website.

An additional field appears:

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

* **Will the External Post-Training Questionnaire Be Evaluated?:** Indicate whether the questionnaire will contribute to the assessment’s overall score.
  * If <mark style="color:blue;">**Yes**</mark>, enter a passing score (1-100).
* **URL:\*** Enter the web address of the questionnaire.

{% hint style="info" %}
During the training, trainees will access the questionnaire using this link.
{% endhint %}

{% hint style="warning" %}

#### Requirements for Score-Based Assessment Method

If **Score** is selected as the assessment method:

* At least **one** post-training assessment is required.
  * It must be either a **Customized** or **External Questionnaire**.
* At least **one** item in the assessment must be marked for evaluation.
  * To meet this requirement, you 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.
    {% endhint %}
    {% endtab %}
    {% endtabs %}

***

{% endstep %}

{% step %}

### Assign Trainees

Select who should complete the training. Assignment is based on the organizational structure, allowing you to target departments, roles, groups, or individual users. Additional fields appear based on your selections.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

* **Departments**: Select to assign the training to one or more departments.
  * If selected, choose the applicable departments in the designated field.
* **Roles:** Select to assign the training to one or more roles.
  * If selected, choose the applicable roles in the designated field.
* **Users:** Select to assign the training to one or more users.
  * If selected, choose the applicable users in the designated field.
* **Groups:** Select to assign the training to one or more groups.
  * If selected, choose the applicable groups in the designated field.

{% hint style="info" %}
If documentation with existing responsibilities is included, any associated departments, roles, and/or users will automatically populate in this section. You can keep these selections or modify them as needed.
{% endhint %}

***

{% endstep %}

{% step %}

### Save or Submit Training

Use the available buttons to save or submit the training.

* **Save:** Click to save the training as a draft in the **To Do** module for completion at a later time.

  → See: [Saving Forms](/interfacing-help-files/end-users/exploring-apps/working-with-forms/using-auto-save.md)
* **Submit:** Click to submit the training into the **Training Definition** workflow, routing it to the designated reviewer for [evaluation](/interfacing-help-files/learning-and-development/managing-trainings-apps/creating-and-managing-trainings/review-training.md).

***

{% endstep %}
{% endstepper %}

***

## See Also

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="image">Cover image</th></tr></thead><tbody><tr><td><strong>Training List</strong></td><td>View all submitted trainings, tracking progress through the workflow.</td><td><a href="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FNZOvD3ldHJ3i1zsvDksS%2FCR-V16-Icons-1.png?alt=media&amp;token=7c420cc4-9abf-4601-8fc3-8e9769771b27">App-V16-Icons-1.png</a></td></tr></tbody></table>

[^1]: 💡 **For Administrators:**

    * Manage the options that populate the **Frequency** dropdown in:
      * **QMS Admin Settings** > **Training Settings** > [**Frequency**](/interfacing-help-files/administration-and-configuration/configuring-application-settings/training-application-settings/frequency.md)**.**
    * Only **active** options will appear in the dropdown.

[^2]: 💡 **For Administrators:**

    * Manage the options that populate the **Frequency** dropdown in:
      * **QMS Admin Settings** > **Training Settings** > [**Priority**](/interfacing-help-files/administration-and-configuration/configuring-application-settings/training-application-settings/priority.md)**.**
    * Only **active** options will appear in the dropdown.

[^3]: 💡 **For Administrators:**

    * Manage the options that populate the **Frequency** dropdown in:
      * **QMS Admin Settings** > **Training Settings** > [**Source**](/interfacing-help-files/administration-and-configuration/configuring-application-settings/training-application-settings/source.md)**.**
    * Only **active** options will appear in the dropdown.

[^4]: 💡 **For Administrators:**

    * Manage the options that populate the **Reviewer** dropdown in:
      * **Library** > **Organization**.
    * Only **active** users, roles, and groups will appear in the dropdown.

[^5]: 💡 **For Administrators:**

    * Manage the options that populate the **Frequency** dropdown in:
      * **QMS Admin Settings** > **Training Settings** > [**Location**](/interfacing-help-files/administration-and-configuration/configuring-application-settings/training-application-settings/location.md)**.**
    * Only **active** options will appear in the dropdown.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://interfacing.gitbook.io/interfacing-help-files/learning-and-development/managing-trainings-apps/creating-and-managing-trainings/create-new-training.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.