Add 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 the document is submitted to training, the user is prompted to select the training role(s) from the list of available roles. The document is assigned to the selected role(s). The system retains knowledge of the selected role(s) and recalls them each time a revision is submitted to training.

When the document is transitioned to the training stage of its lifecycle, a copy of the document is published to the training documents library and a workflow is triggered. The triggered workflow prompts for the training roles and adds the document to the selected training role(s). The format of the document that is copied to the training documents library is based on the format the administrator selected for publishing for the document type.