Definitions
| Term | Description |
|---|---|
| Active | Once the training workflow is engaged, the training record status is changed to Active. |
| Available Training Items | The items that have already been added to the training system and reside in the training items list. |
| Date Trained | The date on which the trainee completed the training. |
| Enabled | When a unique training record that requires training is created, it is immediately assigned the status Enabled. If the workflow initiation method is set to automatic, the status is automatically changed to Active. |
| ER Administrator |
The ER Administrator has full control of all aspects of system configuration and maintenance. The ER Administrator can create and edit training roles and training records, and can designate the documents to be trained upon. The ER Administrator has access to all quiz results. |
| ER Auditor |
The ER Auditor monitors the training process. The ER Auditor can view but not modify all training roles and records. The ER Auditor does not initiate training. The function of an auditor role is to ensure that the training is completed as needed. The ER Auditor has access to all quiz results. |
| Expiration Date | The date on which the training associated with the training record expires. It is calculated as the Date Trained added to the Expiration Period. |
| Expiration Period | The designated time (in days) after which completed training becomes expired. The expiration period is added to the training completion date immediately upon training completion to derive the training expiration date. The Expiration Period can be assigned for a specific version of a specific training item. |
| Expired | If the training record is assigned an expiration date, the expiration process begins on that date and all dates associated with the training is cleared. |
| No Training | The training required value that signifies that this version of the training item does not require training. |
| Not Required | If a training item is submitted with a training option of No Training, the Training Record Status is set to Not Required for each trainee that has a scheduled or completed training item for a previous version. |
| Obsolete |
If a new revision of the training item that does require training is submitted to training, all Enabled or Active Training Records are set to Obsolete. Additionally, if a document or a trainee is removed from a role, the associated training records is set to Obsolete. |
| Read & Understood | The Training Required value that signifies that this version of the training item requires training but does not require completion of a quiz. |
| Quiz | The Training Required value that signifies that this version of the training item requires training and additionally requires satisfactory completion of an associated quiz. |
| Role Manager | The role manager has responsibility for the training role assigned to them. This responsibility can be implicitly designated individually or explicitly by virtue of membership in a SharePoint group which is designated as the manager. This responsibility for managing the training role may be shared amongst SharePoint users and/or SharePoint groups. |
| Selected Training Items | When a document is submitted for training, the system retains the list of roles that the associated training item is assigned to. These roles are recalled when a subsequent version of the training item is submitted. |
| Trained | Once a trainee associated with the raining ecord completes the training and provides his username and password, acknowledging that the trainee has read and understood the assigned document, the Training Record Status is set to Trained. |
| Trainee | An employee who has been added to a training role. |
| Training Due Date | Date by which the training is required to be completed. |
| Training Item | A document that is submitted to be trained upon. |
| Training Item Uniqueness | A unique combination of a training item, a version of the training item, and a trainee. |
| Training Notification | When a training workflow is initiated for a role, each trainee associated with the training record receives an e-mail notification if the trainee has not already trained on the item. The e-mail notification identifies the training item. |
| Training Required | Defines if training is required for a version of the training item and, if so, what type of training. This property is added to each source library where Employee Training is enabled. |
| Training Record | A list item that records the relationship between a training role, a trainee, and a specific version of a training item. |
| Training Record Status | The Training Record Status identifies the training item's position in the training process. |
| Training Role | A composite of trainees that require training on a common set of documents. |
| Training Task | When a workflow is initiated for a role, all training records associated with the role that have a Training Record Status of Enabled are set to Active and a training task is generated for the trainee associated with the training record if the trainee has not already trained on the item. The training task resides in the trainee's to-do list. A link to the task is provided in the training record. |
| Training Workflow Status | The Training Workflow Status identifies whether the workflow is Running or Completed. The status is set to Running as soon as the workflow initiates, and changed to Completed when the associated trainee completes the training task. |
| Workflow Initiation Method | The Workflow Initiation Method determines whether the training workflow will automatically be initiated and the status of the resulting training records. If any role associated with the training item has a Workflow Initiation Method set to Automatic, the workflow for each training record is automatically initiated. If it is set to Manual, the training record for each training record is set to Enabled to allow an administrator or a role manager to manually start the workflow. |