Create a Training Requirement

Training Requirements are the criteria that Learners must satisfy to complete a curriculum.

Vault Document Training Requirements

To create a Vault Document Training Requirement:

1. Navigate to Training Admin > Training Matrix > Training Requirements.

   

2. On the All Training Requirements page, click Create.

   

3. In the Create Training Requirement dialog, select Vault Document Training Requirement from the drop-down and click Continue.

   

4. On the Create Vault Document Training Requirement page, enter the Name of the training requirement and enter an optional Description.

   

5. From the Owning Department drop-down, select the department that owns the management of this training requirement.

   

6. Enter the Time Allowed for Completion and select the Time Unit for Completion. Vault uses these fields to calculate the training assignment due date. For example, if you enter 14 and select Days, Vault assigns a due date of 14 days from the assignment date.

   

7. Enter the Estimated Minutes to Complete for how long you estimate Learners will take to complete the training assignment.

   

8. For the Quiz Required field, select one of the following options:
   • Select No if a quiz is not required to complete the training.
   • Select Yes if Learners are required to pass a quiz to complete the training assignment, and then select the Quiz Design.

   

9. Optional: Select Allow Self-Enrollment if you want to allow Learners to enroll themselves in this training requirement. The training is only available for self-enrollment if the Learner is not already enrolled in the training requirement.

   

10. Optional: If this training requirement uses LearnGxP content, select LearnGxP on the left panel and select the LearnGxP checkbox.

    

11. For the Does this Training Requirement Recur? field, select Yes if you want the training to recur on a regular schedule, or select No if you want only one instance of this training to be assigned per Learner.

    

12. If you selected Yes, select Relative or Absolute from the Recurrence Type drop-down and enter the necessary recurrence information according to the type you selected.

    

13. Click Save. Vault saves the training requirement in the Initiated state and displays additional sections for entering training requirement information.

    

14. Expand the Training Materials section and click Add to open the Select Training Documents dialog.

    

15. Select the document checkbox for one or more documents that you want Learners to interact with when completing this training assignment, then click Save.

    

16. Expand the Curricula section and click Add to open the Search: Curriculum dialog.

    

17. Determine whether to add the training requirement to an existing curriculum or a new curriculum:
    • To add it to an existing curriculum, select the checkbox for the curriculum.
    • To create a new curriculum to add the training requirement to, click Create, enter the curriculum information, and click Save. Vault creates the curriculum and selects it in the dialog.

    

18. Select or create any additional curricula you want to add the training requirement to by following the steps above.

19. Click OK. Vault adds the training requirement to the selected curricula.

    

External Training Requirements

To create an External Training Requirement:

1. Navigate to Training Admin > Training Matrix > Training Requirements.

   

2. On the All Training Requirements page, click Create.

   

3. In the Create Training Requirement dialog, select External Training Requirement from the drop-down and click Continue.

   

4. On the Create External Training Requirement page, enter the Name of the training requirement and enter an optional description.

   

5. From the Owning Department drop-down, select the department that owns the management of this training requirement.

   

6. Enter the Instructions for completing the training assignment. Ensure that you include all relevant details such as time, place, prerequisites, and, if necessary, a description of the proof of completion.

   

7. Optional: Enter the Training Link where Learners can access external training materials or courses. Ensure that you enter the full URL, for example, https://www.veeva.com.

   

8. For the Proof Required field, select Yes if Learners are required to upload proof that they completed the training assignment. Select No if Learners are not required to upload proof of completion.

   

9. For the Verification Required field, select Yes if training completion must be verified by a manager or Training Admin before the training assignment can be set to Complete. Select No if verification is not required.

   

10. Enter the Time Allowed for Completion and select the Time Unit for Completion. Vault uses these fields to calculate the training assignment due date. For example, if you enter 14 and select Days, Vault assigns a due date of 14 days from the assignment date.

    

11. Enter the Estimated Minutes to Complete for how long you estimate Learners will take to complete the training assignment.

    

12. For the Quiz Required field, select one of the following options:
    • Select No if a quiz is not required to complete the training.
    • Select Yes if Learners are required to pass a quiz to complete the training assignment, and then select the Quiz Design.

    

13. Optional: Select Allow Self-Enrollment if you want to allow Learners to enroll themselves in this training requirement. The training is only available for self-enrollment if the Learner is not already enrolled in the training requirement.

    

14. For the Does this Training Requirement Recur? field, select Yes if you want the training to recur on a regular schedule, or select No if you want only one instance of this training to be assigned per Learner.

    

15. If you selected Yes, select Relative or Absolute from the Recurrence Type drop-down and enter the necessary recurrence information according to the type you selected.

    

16. Click Save. Vault saves the training requirement in the Initiated state and displays additional sections for entering training requirement information.

    

17. Expand the Curricula section and click Add to open the Search: Curriculum dialog.

    

18. Determine whether to add the training requirement to an existing curriculum or a new curriculum:
    • To add it to an existing curriculum, select the checkbox for the curriculum.
    • To create a new curriculum to add the training requirement to, click Create, enter the curriculum information, and click Save. Vault creates the curriculum and selects it in the dialog.

    

19. Select or create any additional curricula you want to add the training requirement to by following the steps above.

20. Click OK. Vault adds the training requirement to the selected curricula.