Adding a Training Role

To add a training role:

1. Select Roles from the quick launch bar
2. On the Roles screen, click Add new role link
3. Enter a title for the role in the Role textbox
   CAUTION:
   Select the role title carefully. It should be meaningful and cannot be modified once it is created.
4. Optionally:
   • Select training items from the available items list.
     • Select one item at a time and click Add after each selection

     or

     • Hold down the Ctrl button, select multiple items, and click Add button
   • Enter the trainee(s) in the Trainees textbox. separate multiples values with a semicolon)
     • Type in the user id(s) and click verification icon ()

       or

     • Click the lookup icon () to search for the user id(s).
5. Enter the role manager(s) in the Managers textbox. Select from either a SharePoint user or a SharePoint group. Separate multiple selections with a semicolon.
   • Type in the user id(s) and click verification icon ()

     or

   • Click the lookup icon () to search for the user id(s).
6. Select a Workflow Initiation Method from the menu. The options are Automatic or Manual with Automatic being the default. The workflow initiation method is defined in more detail in the section titled Workflow Initiation Method.
7. Click Save