Adding a Document Type to a Person Role

Zoom to select the document type to be added to the role.

If unchecked, the requirement will inherit the certification information that is configured in the Requirement record (Document or Course record).

If checked, the following options will display specific to the role for:

• Initial Certification
• Revision Certification
• Refresher Certification

An icon will display next to the requirements indicating role specific policies have been enabled.

If this checkbox is checked, then this requirement must be fulfilled by any person who has this role and the requirement cannot be deactivated from the Person's record. The Person Certification Status will remain Inworks unatil all Must Have requirements are fulfilled. If not checked, then any person who has this role must fulfill the requirement; however, it is considered an ad hoc requirement and can be removed from the Person's record.

This field is only visible if the Role Specific checkbox is checked.

Specify the number of days allowed for completion of the requirement. If not specified, the completion date is the day the requirement is associated with the Person record.

This field is only visible if the Role Specific checkbox is checked.

Check this option if course self training will be used for the initial training on this course.

NOTE: Once saved, the user will be able to upload a SCORM zipped file if SCORM content will be used for the Self Training.

This field is only visible if the Role Specific checkbox is checked.

Check this checkbox if trainer sign off is required for the initial training on this course.

This field is only visible if the Role Specific checkbox is checked.

Check this checkbox if a unique assessment will be attached to the initial training on this course. Also, zoom to enter an assessment under the Assessment field. For additional information on configuration, see Assessments.

This field is only visible if the Role Specific checkbox is checked.

Check this checkbox if the course or document must be attached to a training session for initial certification.

This field is only visible if the Role Specific checkbox is checked.

This is used for Document requirements only. Check this checkbox if the document must be attached to a specific Course record for initial certification.

This field is only visible if the Role Specific checkbox is checked.

Check this checkbox to require revision certification.

This field is only visible if the Role Specific checkbox is checked.

Check this checkbox if course self training will be used for the revision training on this course (if applicable).

This field is only visible if the Role Specific checkbox is checked.

Check this checkbox if trainer sign off is required for the revision training on this course (if applicable).

This field is only visible if the Role Specific checkbox is checked.

Check this checkbox if a unique assessment will be attached to the revision training on this course (if applicable). If enabled, zoom to select the assessment. For additional information on configuration, see Assessments.

This field is only visible if the Role Specific checkbox is checked.

Check this checkbox if the course or document must be attached to a training session for revision certification.

This field is only visible if the Role Specific checkbox is checked.

This is used for Document requirements only. Check this checkbox if the document must be attached to a specific Course record for revision certification.

This field is only visible if the Role Specific checkbox is checked.

If this checkbox is checked, a refresher certification is required.

This field is only visible if the Role Specific checkbox is checked.

Check this checkbox if course self training will be used for the refresher training on this course (if applicable).

This field is only visible if the Role Specific checkbox is checked.

Check this checkbox if trainer sign off is required for the refresher training on this course (if applicable).

This field is only visible if the Role Specific checkbox is checked.

Check this checkbox if a unique assessment will be attached to the refresher training on this course (if applicable). If enabled, zoom to select the assessment. For additional information on configuration, see Assessments.

This field is only visible if the Role Specific checkbox is checked.

Specify the number of days the user has to take the refresher certification.

This field is only visible if the Role Specific checkbox is checked.

Specify the number of days after the refresher interval occurs that an individual must be re-certified. If the refresher is not completed within that time frame, certification is expired.

This field is only visible if the Role Specific checkbox is checked.

Specify the number of days in advance the Person must be notified to take the refresher.

This field is only visible if the Role Specific checkbox is checked.

This is used for refresher certification only. This field specifies whether individuals must retake the training even if they have taken it in the past. The following three elements of training are evaluated: Training, Assessment, and Checklist.

Always - If selected, the person must always retake the training, no matter when it was taken in the past.

Never - If selected, the person does not have to retake the training based on if the previous training took place earlier then the time specified in Elapsed Days.

Duration - If selected, the person must retake the training using elapsed time, no matter when it was taken in the past.

Elapsed Days - The number of days which may have passed since the previous training before a user has to retake the training.

This field is only visible if the Role Specific checkbox is checked.

Check this checkbox if the course or document must be attached to a training session for refresher certification.

This field is only visible if the Role Specific checkbox is checked.

This is used for Document requirements only. Check this checkbox if the document must be attached to a specific Course record for refresher certification.

If checked, only documents in Inworks status will transfer to the Requirement tab for this role.

If checked, only documents in Prereleased status will transfer to the Requirement tab for this role.

If checked, only documents in Current status will transfer to the Requirement tab for this role.

If checked, then when new documents are created or changes to the status are checked, the documents transfer to this role as a requirement.

If unchecked, then only documents that initially transferred over to this role as a requirement when the document type was added will be included with this role. No new documents created after this transaction action will transfer to this role.