Manage Training Requirements

Manage Training Requirements allows administrators to create new requirements and categories. After making a requirement, tie it to an existing category or create a new category via the Manage Categories page. Update existing requirements and categories or edit requirements and categories and provide localization. You can deactivate or reactivate requirements and categories and delete the ones that are not in use.

Create and Manage Requirements

Create Requirement in the Manage training requirements page allows you to create a requirement, assign an existing category or create a new category on the flow, and specify requirement description.

Creating a requirement

  • To create a requirement, go to Admin > Tools > Learning > Learning Preferences > Manage Training Requirements > Create requirement.
  • In the Create requirement dialog box, enter a category name in the Requirement category field. While entering a category name, the Requirement category field identifies whether the category already exists or is a new one. If the category name is a new one, it provides an option to create a new category. Click on the new category name to create a new category instantly. Alternately, you can create a category via Manage requirement categories page. See Create and Manage Categories.
  • Enter requirement description in the Training requirement description field.
  • Turn on the Add Translation toggle to translate the Training requirement description texts with available translations in the portal. Turning the toggle off results in your translations getting lost.
  • Click Save.
  • Search for the newly created or existing requirements via the Search option in the Manage training requirements page.

Managing a requirement

In the Manage training requirements page, you can search for a requirement, edit, activate, or deactivate a requirement by using the following features:

  • Search by keyword - Search for a newly created or an existing requirement or category by entering the name in the search field and click Enter to perform a search.
  • Requirement Id - This field displays the requirement Id which is assigned to a new requirement after its creation. Click on the sort icon beside Requirement Id to sort by numerically ascending order or recently added requirement.
  • Training requirement description - This field displays the training requirement description. Click on the sort icon beside Training requirement description to sort by alphabetically ascending order or recently added requirement.
  • Requirement category - This field displays a list of categories assigned to the requirements. Click on the sort icon beside Requirement category to sort by alphabetically ascending or descending order.
  • Status - This field displays the status of requirements. The following options are available in the Status column:
    • Active - The Active toggle can be turned off and on to deactivate or reactivate a requirement. When the toggle is turned off, it returns a message, "By making this requirement inactive, it cannot be used for future training assignments. Assigned trainings already using this reason will stay the same until changes are made." Click Update to continue. When a toggle is turned on, it returns a message, "By making this requirement active, it will be an available option to use for training assignments." Click Update to continue.
    • Edit - Click Edit to open the Edit requirement dialog box where you can edit the Requirement category, Training requirement description, and change Add Translation setting.
    • Delete - Click Delete to delete a requirement. A requirement once deleted, cannot be recovered. Click Yes, Delete to continue.

Create and Manage Categories

Create Category in the Manage requirement categories page allows you to create a category.

Creating a category

Click Create Category to open Create Category dialog box. In the Requirement category field, add a brief description. Turn on the Add Translation toggle to translate the Requirement category texts with available translations in the portal. Turning the toggle off results in your translations getting lost. Click Add.

In the Manage requirement categories page, you can search, edit, activate, or deactivate a category by using the following features:

  • Search by keyword - Search for a newly created or an existing category by entering the name in the search field and click Enter to perform a search.
  • Category Id - This field displays the category Id which is assigned to a new category after its creation. Click on the sort icon beside Category Id to sort by numerically ascending order or recently added category.
  • Requirement category - This field displays the list of categories assigned to the requirements. Click on the sort icon beside Requirement category to sort by alphabetically ascending or descending order.
  • Status - This field displays the status of categories. The following options are available in the Status column:
    • Active - The Active toggle can be turned off and on to deactivate or reactivate a category. When the toggle is turned off, it returns a message, "By making this category inactive, it cannot be used for future training assignments. Assigned trainings already using this category will stay the same until changes are made." Click Update to continue. When a toggle is turned on, it returns a message, "By making this category active, it will be an available option to use for training assignments." Click Update to continue.
    • Edit - Click Edit to open the Edit category dialog box where you can edit the Requirement category and change Add Translation setting.
    • Delete - Click Delete to delete a category. A category once deleted, cannot be recovered. Click Yes, Delete to continue. Note: Once a category is assigned to a requirement, it cannot be deleted. It can only be deleted if the associated requirement is deleted before it.

Modification history

For portals with multiple languages enabled, if the translation of the description is modified, the Modification History panel displays the change.

The Modification history shows the following changes:

  • History Id
  • Effective Date
  • Change Type
  • Description
  • User