Adding an Initial Document to Training

An initial version refers to the first major version of a document (usually the 1.0 version) that is added to a training system. All subsequent versions are referred to as revisions.

When a document is submitted to training, the user is prompted to select the training roles from a list of available roles. The document is then assigned to the selected roles.

The system retains knowledge of the list of selected roles and recalls the list each time a subsequent version is submitted to training.

At a specific stage in an initial document’s lifecycle, after the document is approved and incremented to a major version, a workflow is triggered that prompts for the training roles and then adds the document to those selected roles.

If the initial version is set to No Training, the system presents the workflow page without role selection and the document is not added to the training items list.