Who Is This For?
Learning/Training Admins — configuring and activating training rules
QA / Administrators — ensuring prerequisites and compliance are met
Process/Department Managers — organizing assignments via groups
How to Do It?
Go to Training → Training Rules from the sidebar. Click New Training Rule in the upper-right corner.
Enter a clear, searchable Title for the training rule, then click Save.
💡Tip: Use a consistent naming pattern, e.g., “GMP Fundamentals – Production Operators”.
📎 Reference: Setting up training requirements
Tips
💡 Keep titles concise and role-specific (topic + audience) to simplify reporting.
💡 Prefer groups for recurring assignments; this reduces maintenance when staff changes.
💡 Create the rule now, then configure scope, assignees, and activation in the next steps.