Statuses
These are the statuses a trainee of a training can have. A status marked Optional is not used on every record.
| Status | Who acts | What happens | Signature | Article |
|---|---|---|---|---|
| 1Not Started | Trainee Users | The trainee is assigned to the training. | — | Complete a training assigned to you |
| 2No Progress | Trainee Users | No material is completed yet. | — | Complete a training assigned to you |
| 3In Progress | Trainee Users | — | — | How a training works |
| 4Completed, Not ApprovedOptional | Training Responsible Users | The trainee marked the material complete with a signature. A Training Responsible User approves it, or rejects it with a reason. Both are signed. | Yes | Approve or reject a training completion |
| 5Completed | — | The training is finished for this trainee. | — | Approve or reject a training completion |
Roles
Your system role and your place in the training decide what you can do: whether you are a Training Coordinator (for all groups, or for its group when Group Wise Configuration is on), a Training Responsible User named on it, or one of its trainees.
System roles — set for each user
- Administrator
- A system role. Creates, edits, archives and deletes trainings, and names the Training Coordinators.
- Supervisor
- A system role. Opens trainings and each trainee's history.
- Regular User
- A system role. Sees no Add New on the Trainings list unless set up as a Training Coordinator.
- Read Only User
- A system role. Cannot create or edit trainings.
Training roles
- Training Coordinators
- Set under Settings & Master › Training Coordinators, for all groups or, with Group Wise Configuration, per group. Create, edit, archive and delete trainings.
- Training Responsible Users
- Named on the training. A trainee in Completed, Not Approved shows them Approve and Reject buttons.
- Trainee Users
- Assigned to the training as trainees.
Who can do what
These are the permissions the Permissions page shows, under Learning Management System › Settings & Master › Permissions.
| Your system role | Training roles | ||||||
|---|---|---|---|---|---|---|---|
| Action | Administrator | Supervisor | Regular User | Read Only User | Training Coordinators | Training Responsible Users | Trainee Users |
| Create a training How to: Create a training | Yes | No | No | No | Yes | Not a role on the training for this action | Not a role on the training for this action |
| Edit a training | Yes | No | No | No | Yes | Yes | No |
| Read and Understood How to: Complete a training assigned to you | No | No | No | No | No | No | Yes |
| Approve or reject a completion How to: Approve or reject a training completion | No | No | No | No | No | Yes | No |
| Complete Training or Retrain How to: Record a trainee's completion (Complete Training) Listed under Bulk Actions on the Trainees tab. | No | No | No | No | Yes | Yes | No |
| View a trainee's history | Yes | Yes | No | No | Yes | Yes | No |
| Set To Archived | Yes | No | No | No | Yes | Yes | No |
| Delete | Yes | No | No | No | Yes | Yes | No |
The Permissions page shows the same matrix as ticks and crosses. It also lists actions this page leaves out, such as Export, Restore, Active, View Files, Add Files, Delete Files, Post Remarks, Download report, Download Files and Change Statuses, and it has a column for Task Responsible Users, the people a task names.
If something is different
- You cannot create a training. You are not an Administrator or a Training Coordinator. See Create a training.