Workflow Initiation Method

When a document is submitted for training, a training record is created for each member of a role or role(s) to which the document is assigned. The training records are added to a training matrix. The training matrix employs a workflow to manage the status of the training record, create training tasks, and notify the trainee that training is required. Each training role contains a workflow initiation method that specifies whether the training workflow is manually or automatically initiated when the document is submitted for training.

All training records are created with an initial status of Enabled.