Training Requirements are the criteria that Learners must satisfy to complete a curriculum.
To create a Vault Document Training Requirement:
Navigate to Training Admin > Training Matrix > Training Requirements.
On the All Training Requirements page, click Create.
In the Create Training Requirement dialog, select Vault Document Training Requirement from the drop-down and click Continue.
On the Create Vault Document Training Requirement page, enter the Name of the training requirement and enter an optional Description.
From the Owning Department drop-down, select the department that owns the management of this training requirement.
Enter the Time Allowed for Completion and select the Time Unit for Completion. Vault uses these fields to calculate the training assignment due date. For example, if you enter 14 and select Days, Vault assigns a due date of 14 days from the assignment date.
Enter the Estimated Minutes to Complete for how long you estimate Learners will take to complete the training assignment.
For the Quiz Required field, select one of the following options:
- Select No if a quiz is not required to complete the training.
- Select Yes if Learners are required to pass a quiz to complete the training assignment, and then select the Quiz Design.
Optional: Select Allow Self-Enrollment if you want to allow Learners to enroll themselves in this training requirement. The training is only available for self-enrollment if the Learner is not already enrolled in the training requirement.
For the Does this Training Requirement Recur? field, select Yes if you want the training to recur on a regular schedule, or select No if you want only one instance of this training to be assigned per Learner.
If you selected Yes, select Relative or Absolute from the Recurrence Type drop-down and enter the necessary recurrence information according to the type you selected.
Click Save. Vault saves the training requirement in the Initiated state and displays additional sections for entering training requirement information.
Expand the Training Materials section and click Add to open the Select Training Documents dialog.
Select the document checkbox for the document that you want Learners to interact with when completing this training assignment, then click Save.
Best Practice Add only one (1) training material per training requirement. Vault treats all documents under the Training Materials section as one set; therefore, every time one document is revised and sent for retraining, Vault requires retraining for all documents.Note You can add a document in any state to a Training Requirement. However, Learners can only train on steady state documents. For Draft to Effective documents, the steady state is Issued or Effective. For Draft to Approved documents, the steady state is Approved. For Initial to Final documents, the steady state is Final.
Expand the Curricula section and click Add to open the Search: Curriculum dialog.
Determine whether to add the training requirement to an existing curriculum or a new curriculum:
- To add it to an existing curriculum, select the checkbox for the curriculum.
- To create a new curriculum to add the training requirement to, click Create, enter the curriculum information, and click Save. Vault creates the curriculum and selects it in the dialog.
Select or create any additional curricula you want to add the training requirement to by following the steps above.
Click OK. Vault adds the training requirement to the selected curricula.
