Configure Training Module settings

See User rights - Training Module.

Anyone who wants to create training or competency units in Nintex Process Manager must be added as Training Administrators. This can be done by adding a user's name or role, for example, Managers.

1. Go to Admin > Training > Administrators.
2. Click .
3. Click in the Add by User or Role/Responsibility field and select the required user/role from the drop-down list.
4. Click .

Process Acknowledgements enables explicit acknowledgment of process changes and removes the possibility of overlooking any details. This feature requires the stakeholder to view the process before they can acknowledge the change.

Who is required to acknowledge a process change? All process stakeholders will receive a notification to acknowledge a change to the process. This includes: Process Owner A user responsible for ensuring the process is operating effectively, and continuously improving. Not necessarily a subject matter expert, but empowered with organisational authority to approve changes as needed. / Expert A user who performs day-to-day process management on behalf of the Process Owner. This role requires detailed understanding of the process. Participants (via the roles associated with the process activities) Linked stakeholders Process Approvers A user responsible for reviewing and approving changes made by process editors. Additional approvers can be specified at the process level. (if the Process and Document Approval Add-on is enabled) Risk Owners A user who owns and manages risks that have been assigned to them by Risk Portfolio Manager. (if the Risk and Compliance Add-on is enabled)

When do I receive a process acknowledgement notification? Users who are required to acknowledge will receive an email and a notification on their My Changes dashboard as soon as a change to the process is published. Trainees will also receive an email and a notification on their My Training dashboard for any processes added to their onboarding plan which they must acknowledge.

How do I acknowledge a process change? You can acknowledge a process change directly from the email you receive or from the dashboard. Both forms of notification will indicate who made the change and what comment they left. The following options are displayed on the My Dashboard > My Changes page: View - Navigates to the process. Acknowledge - Confirms that you have read and understood the process. To acknowledge the process change you must navigate and view the process. Note: If you use the options provided in the email, you do not have to log in to Nintex Process Manager as the links provided are specific to your profile.

1. Go to Admin > Training > Process Acknowledgements.
2. Toggle the Require Process Acknowledgements setting to On or Off.

Trainees are assessed on four levels of competency, ranging from novice to expert. As the Training Administrator, your responsibility is to configure the competencies based on your organisation’s needs.

The competencies can be configured globally and edited at any time by the Training Administrator.

1. Go to Admin > Training > Competencies.

2. Select On or Off to enable or disable the setting. If you enable the setting, the Competency Levels are displayed:
   1. Click to edit.
   2. Make the required changes and click .

Promasters A Nintex Process Manager system administrator who administers a Nintex Promapp site and has rights to view and edit all areas of a Nintex Promapp site., Business Analysts A user who can create and edit all processes if not restricted by permissions, view all reports and edit Roles and Responsibilities., and Training Administrators Configures and coordinates the use of the Training Add-on, selects who will be training or competency owners, provides support and guidance for other roles, and acts as the primary point-of-contact for technical questions. can manage team tags.

Team and Location tags can be assigned to users and allows you to filter training requirements/compliance by team or location. Team and Location tags are only available when the Training Module is enabled.

Add a Team tag Go to Admin > Tags > Team. Click Add Team Tag. Type a Name and Description. Click .	Add a Location tag Go to Admin > Tags > Location. Click Add Location Tag. Type a Name and Description. Click .
Edit a Team tag Go to Admin > Tags > Team. Click to the right of the record you want to edit. Make the required changes and click .	Edit a Location tag Go to Admin > Tags > Location. Click to the right of the record you want to edit. Make the required changes and click .
Delete a Team tag Go to Admin > Tags > Team. Click to the right of the record you want to delete. Click and click Yes to confirm.	Delete a Location tag Go to Admin > Tags > Location. Click to the right of the record you want to delete. Click and click Yes to confirm.

Add Team or Location tags to users

1. Go to Admin > Users.
2. Click to the right of the user you want to add the Team or Location tag.
3. Click in the Teams & Locations field and select the tag from the drop-down list.

Promasters A Nintex Process Manager system administrator who administers a Nintex Promapp site and has rights to view and edit all areas of a Nintex Promapp site., Business Analysts A user who can create and edit all processes if not restricted by permissions, view all reports and edit Roles and Responsibilities., and Training Administrators Configures and coordinates the use of the Training Add-on, selects who will be training or competency owners, provides support and guidance for other roles, and acts as the primary point-of-contact for technical questions. can manage training tags.

Training tags are added to training/competency units to further categorise the units for an improved search. The tags are first created and then added to training/competency units.

Add a training tag

1. Go to Admin > Tags > Training.
2. Click Add Training Tag.
3. Type a Name and Description.
4. Click .

Import training tags

1. Go to Admin > Tags > Training.
2. Click on the top-right and then click Import Training Tags.
3. In the Import Training Tags dialog box, click Template to download the .csv template file.
4. Click Choose File and select the .csv file with the training tags you want to import.
5. Click Import. The import details are displayed once the process is completed and you can close the dialog.

You must refresh the page to view the imported training tags.

Edit a training tag

1. Go to Admin > Tags > Training.
2. Click to the right of the record you want to edit.
3. Make the required changes and click .

Add training tags to a training

You can add training tags when you are creating or editing training or competency units.

• To add a tag, click in the Tags field and select the tag from the drop-down list.

Delete a training tag

1. Go to Admin > Tags > Training.
2. Click to the right of the record you want to delete.
3. Click and click Yes to confirm.

Report Name	Description
Process Change Acknowledgements	Displays by process who has or has not acknowledged the most recent change to the process in a particular time period.
Scheduled Training	Displays the forthcoming training events for a selected role. The report lists by month who is supervising training for a particular training or competency unit, date of the training, and how many people are expected to complete or attend the training.
Training Records	Displays what training a person in a given role has completed or is scheduled to complete.
Training Unit Status	Displays the number of people with the following statuses for a training or competency unit: Trained Untrained Scheduled Overdue Expired