Set up annual training requirements

Training Requirements (sometimes referred to as a "Training Matrix") can be set up on the Assignments tab. Re-training requirements can be based on the last trained date or on a specific calendar schedule. See the information below for each option:

Option 1 - Set the frequency to "Repeat every 1 year":

A common option for annual training is to set the Frequency for the Assignment to repeat every 1 year. In this case, the next training date is based on when the training was last completed. For example, if someone completes the training on 4/15/2017, that person will be due for training again on 4/15/2018 (i.e. 1 year from the date of their last training). The next due date is based on the date set when the status is set to "Complete". This date may be set differently (or the same) for each person enrolled in a class session. The "Initial Due Date" for the Assignment does not impact the re-training date. The "Initial Due Date" is used to provide a grace period in order to prevent the status from immediately appearing as "Overdue" for a new Assignment for which personnel have not had time to be trained on yet.

Option 2 - Set the frequency to "Repeat when course version changes":

Specific re-training dates can also be managed through course versions. For example, you may create an Assignment and set the frequency to "Repeat when course version changes". Then, on the Course Version History tab of the Course Form, set up the dates when the course version changes - such as:

Version 1: Effective Date: 1/1/2017

Version 2: Effective Date: 1/1/2018

Version 3: Effective Date: 1/1/2019

,etc.

This option allows you to pre-define the re-training dates instead of having the re-training dates vary for each individual based on their last trained date.