Create a Curriculum

Curricula are used to organize the requirements needed to complete a specific area of training. For example, you may create a General GxP Documents curriculum as part of the Solid Dosage Specialist learner role. Each learner role can be associated with up to 60 curricula.

Create a Curriculum

To create a curriculum:

1. Navigate to Training Admin > Training Matrix > Curricula.
2. On the All Curricula page, click Create.
3. Enter the Name of the curriculum and an optional Description.
4. From the Owning Department drop-down, select the department that owns the management of this curriculum.
5. Click Save. Vault saves the curriculum in the Initiated state.

Add Training Requirements to a Curriculum

You can add up to 100 training requirements to a curriculum.

To add a training requirement to a curriculum:

1. Navigate to Training Admin > Training Matrix > Curricula.
2. On the All Curricula page, click the Name of the curriculum you want to update.
3. Expand the Training Requirements section and click Add to open the Search: Training Requirements dialog.
4. Determine whether to add an existing training requirement or create a new training requirement:
   • To add an existing training requirement, select the checkbox for the training requirement you want to add.
   • To create a new training requirement, click Create, enter the training requirement information, and click Save. Vault creates the training requirement and selects it in the dialog.
5. Select or create any additional training requirements you want to add to the curriculum by following the steps above.
6. Click Save. Vault adds the selected training requirements to the curriculum.
7. To remove an added training requirement, select Remove from the training requirement Actions menu, and click Continue in the confirmation dialog box to confirm that you want to remove the training requirement.

Add a Learner Role to a Curriculum

To add a learner role to a curriculum:

1. Navigate to Training Admin > Training Matrix > Curricula.
2. On the All Curricula page, click the Name of the curriculum you want to update.
3. Expand the Learner Roles section and click Add to open the Search: Learner Roles dialog.
4. Determine whether to add an existing learner role or create a new learner role:
   • To add an existing learner role, select the checkbox for the learner role you want to add.
   • To create a new learner role, click Create, enter the learner role information, and click Save. Vault creates the learner role and selects it in the dialog.
5. Select or create any additional learner roles you want to add to the curriculum by following the steps above.
6. Click Save. Vault adds the selected learner roles to the curriculum.
7. To remove an added learner role, select Remove from the learner role Actions menu, and click Continue in the confirmation dialog box to confirm that you want to remove the learner role.

Make a Curriculum Ready for Use

When you first create a curriculum, it is in the Initiated state. You must change a curriculum to Ready for Use before you can manually assign training assignments associated with the curriculum and before Vault can automatically send training assignments. When a curriculum is no longer applicable and should not be used to assign training, you can change its state to Retired, which cancels any open training assignments for the Learners in the associated learner roles.

To make a curriculum Ready for Use:

1. Navigate to Training Admin > Training Matrix > Curricula.
2. On the All Curricula page, click the Name of the curriculum you want to update.
3. If the curriculum is in the Initiated state, select Mark as Ready for Use from the Workflow Actions menu, and click Start in the confirmation dialog to confirm the state change. Vault changes the state to Ready for Use, enables training assignments to be sent to Learners in the associated learner roles, and sets the Periodic Review dates.
4. If the curriculum is in the Ready for Use state, perform either of the following actions:
   • To change the curriculum back to Initiated, select Move to Initiated from the Workflow Actions menu, and click Start in the confirmation dialog to confirm the state change. Vault changes the state to Initiated. Changes made to the curriculum are not in effect until you change the state back to Ready for Use.
   • To change the curriculum to Retired, select Mark as Retired from the Workflow Actions menu, enter the Retirement Reason in the dialog, and click Start. Vault permanently changes the state to Retired and cancels any open training assignments for the Learners in the associated learner roles.

Edit a Curriculum

To edit a curriculum:

1. Navigate to Training Admin > Training Matrix > Curricula.
2. On the All Curricula page, click the Name of the curricula you want to update.
3. On the Curriculum page, click Edit.
4. Edit the curriculum information as needed and click Save. Vault saves your changes.