Manage Facilitated Training

Facilitated training allows Vault Admins and Training Admins to grant Learners completion credit for training assignments. You can use facilitated training to manage training assignment completion for both Vault Learners and External Learners.

Facilitated Training for Vault Learners

You can mark training assignments complete in bulk for Vault Learners once Vault automatically creates their training assignments based on their Learner role. For example, you may need to add completed assignments to a Learner’s record for training they have completed in the past. You can create a Facilitated Training record and select the automatically-created training assignments for which to give completion credit.

Facilitated Training for External Learners

You can mark training assignments complete for External Learners who cannot access Vault to complete their training assignments. External Learners could be contractors, external employees, temporary employees, or other Learners outside the primary organization who do not have access to Vault.

Using facilitated training, you can create External Learner records that do not reference a user account, yet still function with Quality Basics: Training. Vault still issues training assignments to External Learners but does not assign them workflow tasks. After training is held, you can create a Facilitated Training record and select the training assignments for which to give completion credit.

Because training assignments for External Learners are not included in any workflows, there are no automatic notifications for overdue training. We recommend that Training Admins monitor open training assignments for External Learners using the Quality Basics: Training reports and dashboards.

Complete a Facilitated Training Assignment

Complete the following steps to complete a training assignment using facilitated training:

1. Navigate to Training Admin > Training Matrix > Training Requirements or Curricula and open the relevant training requirement or curriculum.
2. Expand the Facilitated Training section and click Create.
3. On the Create Facilitated Training page, enter the Reason for the training assignment and select the Completion Date.
4. Click Save. Vault saves the facilitated training and opens its record.
5. In the Training Assignments section of the facilitated training record, click Add.
6. In the Search: Training Assignments dialog, find and select the training assignments you want to mark as Complete through the facilitated training. Add, remove, or edit the filters to refine your search.
7. Click Save.
8. If necessary, continue to add relevant training assignments within the facilitated training record.
9. When you are done adding all relevant training assignments, select Submit Facilitated Training from the Workflow Actions menu and click Yes in the confirmation dialog to confirm that you want to submit the training. Vault moves the facilitated training briefly to the Requested state and then to the final Completed state and changes the status of all associated training assignments to Complete.