Training FAQ

Once a training unit is created, does it have to be scheduled or will it automatically be assigned to the roles associated with it?

It will have to be scheduled, but users will automatically be assigned as 'Trainees' and will be listed for that training unit under the Trainees tab.

If the training cycle is set to monthly or annually, will it automatically create the follow-up training unit instances based on that timeframe? What happens if the previous training was not completed by users?

The recurring training will not be scheduled automatically, it will become overdue. This is the same for the scenario of a training not being completed the first time, it will remain overdue.

I can't seem to find the Competency Unit training type, does that still exist?

Competencies is a separate configuration that you must enable under Admin > Training. Once enabled, you can edit the levels and see the menu item to create a competency unit.

What is the difference between deleting a training versus closing a training?

If a training has already been started or partially completed, you're not able to delete the training only close the training. However, if you have a training / onboarding that hasn't been started yet, you are able to fully delete that record.