Training Required Option

The users can assign Training Required as a custom field to a document in a working documents library. The default value is taken from the Document Type configuration. The training required option determines whether the document requires training. If it does require training, it determines whether there is an associated quiz.

The training required option is modifiable. Modification should occur when the document is in the draft stage. The requirement for training and the type of training may vary from version to version. For example, if a content change request is submitted for the purposes of reformatting the document or correcting spelling errors, there would be no need for trainees to re-train on that version of the document. In this case, the document property should be modified and the value should be set to No Training for that version.

Warning: The allowable options listed for the training required column should not be modified and no new values should be added to the list of valid values. Unwanted options can be removed. For example, if no quiz option is offered, it can be removed from the dropdown. For more information, refer to the best practices section titled Training Required Option.

The training required menu includes:

  • No Training
  • ReadAndUnderstood (the default option)
  • Quiz