Adding Roles for Training Requirements to a Document

If a document requires employees to be trained, the training requirements can be set up in the Document record under the Certification Information link using roles. Each employee who is assigned the specified role in the system will receive notification that they must read the document and sign-off on the requirement. Any time new revisions are issued for the document, the employee will receive notification to read and sign-off on the new , if revision training is required. The document training history for each employee can be viewed from the employee's Internal Actor record in User Management.

Inworks Documents

1. From the Document record tree, expand the Certification Information and click the Requirement Changes link.
2. Click the Change Requirement button.
3. Click the Add + link.
4. Zoom and select the role that needs to be trained on the document.
5. Choose one of the following options from the Role Specific drop down:
6. No - The Document Certification Information settings will be applied to this role.
7. Yes - All Certification Information settings specific to this role can be specified by clicking the + icon next to role.
8. Policy Only - Certification Information settings specific to this role, except assessments, can be specified.
6. Click the Save button.
   Result: The role has been added to the requirement changes for the document.

Current Documents

1. From the Document record, in the document tree on the left side of the record, expand the Certification Information and click the Roles link.
2. Click Action > Add.
3. Zoom and select the role(s) that needs to be trained on the document.
4. Choose one of the following options from the Role Specific drop down:
5. No - The Document Certification Information settings will be applied to this role.
6. Yes - All Certification Information settings specific to this role can be specified.
7. Policy Only - Certification Information settings specific to this role, except assessments, can be specified.

5. Enable the Activate Now checkbox.
6. Click the Save button.
   Result: The role has been added to the requirement changes for the document.

Expired Documents

For expired documents, the Certification Information > Roles link displays a list of roles that were linked to the document when it was Current.

See Also

Configuring Work Group Access

Adding Categories to a Document Record

Deleting Categories From a Document Record

Adding References to a Document

Adding Attachments to a Document

Adding Distribution Lists to a Document

Updating Distribution Statuses for a Document

Adding Revision Notes to a Document

Viewing Changes for a Document

Viewing a Document's History

Comparing Different Builds of the Same Document Revision

Reviewing a Document

Adding Attributes to a Document

Deleting Attributes From a Document

Viewing the Bill of Material

Document End User Steps

Document Other Actions