| Overview |
The Training Options page allows you to modify the following:
| • | Training Types |
| • | Training Priorities |
| • | General Fields |
You can change the data set by selecting an available option in the drop list.
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Training Types |
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Training types can be assigned to Training forms for classification purposes.
For each Type you can define a different set of rules, which are applied when implementing a Training item.
Training types can be included as criteria for automatic signoff workflow assignment.
To modify Training types, select the Training Types option from the drop list.
Training Type options will be available when defining the Training form in Omnify Desktop (General tab).
To add a Training type, click the Add toolbar button.
This will present the New Type dialog box.
When defining a type, you can set the following fields/options:
| Name |
Training type label/identifier |
| Description |
Description of Training type |
| Number Prefix |
Prefix to be used for the Auto Number scheme |
| Autonumber Group |
Auto Number scheme to be used for the Training type |
Once all fields/options are set, click the Apply or Add button to create the Training type.
To modify a Training type, click the Edit hyperlink in the Actions column.
This will present the Edit Field dialog box.
Once the desired changes are made, click the Update button to save the changes.
To remove a Training Type, click the Remove hyperlink in the Actions column.
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Training Priorities |
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The Training Priorities option allows you to define a list of Priorities that are used to define and classify the importance of training items.
To modify Training Priorities, select the Training Priorities option from the drop list.
Priorities options will be available when defining the Training form in Omnify Desktop (General tab).
To add a priority, click the Add toolbar button.
This will present the New Priority dialog box.
When defining a priority, you can set the following fields/options:
| Name |
Priority label/identifier |
| Description |
Description of priority |
Once all fields/options are set, click the Apply or Add button to create the priority.
To modify a priority, click the Edit hyperlink in the Actions column.
This will present the Edit Field dialog box.
Once the desired changes are made, click the Update button to save the changes.
To remove a Priority, click the Remove hyperlink in the Actions column.
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General Training Fields |
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Training forms can contain up to 10 custom fields on the General page.
To modify custom training fields, select the General Fields option from the drop list.
General/Custom fields created on this page will appear as fields on the General page of the Training item.
To enable a custom field, specify a field name in the Name column.
Then click the Enable checkbox.
When defining the field, you can define the field value type to be either User Edit or Pick List.
Once the fields are defined, click the Save Settings toolbar button.
For Pick List fields, you can define the field values by clicking the Set Values hyperlink.
This will launch the Field Values dialog box.
To add values, type the new value in the New Value field and then click the Add button.
Note: you can specify multiple values to be added at once using a semi-colon as a delimiter.
To remove values, select the entries in the Values list and click the Remove button.
You can change the order by selecting the entries and clicking the Move Up and Move Down buttons.
You can sort the list alphabetically by clicking the Sort button.
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