- Quality Basics: Training Admin
When you first create a training requirement, it is in the Initiated state. You must change a training requirement to Ready for Use before it can be used to create training assignments. When a training requirement is no longer applicable and should not be used to assign training, you can change its state to Retired, which cancels any open training assignments associated with the training requirement.
To change the state of a training requirement:
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Navigate to Training Admin > Training Matrix > Training Requirements.
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On the All Training Requirements page, click the open the training requirement you want to update.
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If the training requirement is in the Initiated state, select Mark as Ready for Use from the Workflow Actions menu, and click Start in the confirmation dialog to confirm the state change. Vault changes the state to Ready for Use and allows it to be used to send training assignments.
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If the training requirement is in the Ready for Use state, perform either of the following actions:
- To change the training requirement back to Initiated, select Move to Initiated from the Workflow Actions menu, and click Start in the confirmation dialog to confirm the state change. Vault changes the state to Initiated. Changes made to the training requirement are not in effect until you change the state back to Ready for Use.
- To change the training requirement to Retired, select Mark as Retired from the Workflow Actions menu, enter the Retirement Reason in the dialog, and click Start. Vault permanently changes the state to Retired and cancels any open training assignments associated with the training requirement
