Manual Workflow Initiation for a Training Record

To manually initiate training for a specific training record with the status Enabled:

  1. Select Training Matrix from the quick launch bar
  2. Select Trainee Training Records
  3. Click Show Results
  4. Click OK to confirm and continue

    Or

    Click Cancel

    Enter filter criteria and click Show Results

  5. Select Start Training Workflow from the training record’s context menu
    Tip: If a training record is associated with a training document that has a quiz assigned and if the quiz has not yet been approved, the system displays a warning indicating that it is unable to start the workflow because the quiz has not been approved.
  6. Click OK