First, navigate to Competency > Training Courses > Create Course tab.
There are a total of four steps to complete when creating a new training course.
Step 1 of 4 provides the following fields of which, only the Name is required to move to the next step:
The system Training Objective Types (Controlled Documents, Equipment, Materials and Reagents) are not editable and they allow linking the course to a specific record. Other training objective types can be added but they won’t provide a field to link the course to an object here.
Instructions on how to manage this configurable look-up field can be found by clicking this LINK.
The second step is to add trainers to the training course. The Trainers field uses a smart search tool. When a user starts to type in this field, it searches the trainers within the company selected on the previous step. It does not allow a user to add free text information here.
Contacts have to be linked to a company and must be declared as ‘trainers’ for the system to find them and list them in this step. The section below describes Setting Contacts as Trainers of a Company.
Once a company is added to the system, it should become available in ‘Step 1 of 4’ without need of any special settings. If there are known trainers within that company who will deliver any of the courses created, they should be declared as trainers within their Contact record.
1. Navigate to Laboratory Management > Contacts > Search Contacts and find the person or create a New Contact in the adjacent tab
2. In the contact's General tab, locate the field, Company
3. If it's empty, start typing the name of the company and click it when it appears below; the search-as-you-type field will offer matches in a dropdown list
4. Click the tab, **Other**, in the contact's record
5. Click the edit (pencil) icon under Contact Type and select the type, Trainer
Next, an address for the training course can be added. All fields apart from Training Country accept free text. Clicking Training Country opens a dropdown list to allow the user to scroll and select the country required.
Training Details can be entered in this last step. This field accepts free text as well and it can be left blank. Clicking the button, Create Training Course completes the process.
The new course will appear on screen after clicking Create Training Course. Its fields will remain editable until it’s inactivated. The Set as Inactive option is found in the Actions dropdown menu and triggering it, removes the course from the list of options when scheduling training events.