Training Form Tasks - Manage

To manage training form tasks, go to Admin > Tools > Learning > Training Form Management > Manage Training Forms. In the table, click the Manage link in the Tasks column for the appropriate form.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Training Forms - Manage Allows user to create and manage custom training form templates and create and assign training form tasks. This is an administrator permission. Training Forms Administration

The following options are available for the task:

  1. Copy - Existing form tasks can be copied.
  2. Edit - Existing form tasks can be edited. Note: This icon will only appear for tasks that are in Not Started status.
  3. View Form Details - Click on this icon to view pie chart details.
  4. View Details - Click this icon to view details of form tasks In Progress. *This icon will only appear for tasks In Progress.
  5. Remove - Click this icon to delete Form Tasks. Note: This icon will only appear for tasks that are in Not Started status, and do not fall under Recurring status.

Training forms can be assigned using a task or by being included in a curriculum structure. If the training form is in use in a task or is assigned to a user via a curriculum, then the delete and edit options are not available.