Introduction
This guide will walk through a step-by-step setup using import templates for process setup where possible. We've created a number of import templates from our best practice training tracking system that can be used to speed up a Training Tracking configuration.
The process templates are attached to this document and will be referenced in the instructions below. Please download all process templates now and save them someplace accessible.
As you step through the instructions, the import order is important because of reference dependencies that exist between processes; one process must exist first because it is referenced by a second process.
Import Process: Training Type
Top Menu >> Setup >> Add a process group
Group: Training Tracking
Top Menu >> Setup >> Import a process
Process: Training Type
Group: Training Tracking
Then click Next.
Click Choose File, select the Training Type.xml file that was downloaded, and click Next.
Click Finish.
Click the Workflow tab.
Click Trash on the New Status row.
Import Process: Training Topic
Top Menu >> Setup >> Import a process
Process: Training Topic
Group: Training Tracking
Then click Next.
Click Choose File, select the Training Topic.xml file that was downloaded, and click Next.
Click Finish.
Click the Workflow tab.
Click Trash on the New Status row.
Import Process: Training Role
Top Menu >> Setup >> Import a process
Process: Training Role
Group: Training Tracking
Then click Next.
Click Choose File, select the Training Role.xml file that was downloaded, and click Next.
Press Finish.
Click the Workflow tab.
Click Trash on the New Status row.
Import Process: Employee Training Profile
Top Menu >> Setup >> Import a process
Process: Employee Training Profile
Group: Training Tracking
Then click Next.
Click Choose File, select the Employee Training Profile.xml file that was downloaded, and click Next.
Click Finish.
Click the Workflow tab.
Click Trash on the New Status row.
Import Process: Training Record
Top Menu >> Setup >> Import a process
Process: Training Record
Group: Training Tracking
Then click Next.
Click Choose File, select the Training Record.xml file that was downloaded, and click Next.
Click Finish.
Click the Workflow tab.
Click Trash on the New Status row.
Configuration Adjustments
Top Menu >> Setup >> Employee Training Profile >> Fields tab >> Fields (Training Records)
Drag a Reference field to the left side of the Training Topic field.
Select Process form.
Field: Training Record
Process: Training Record
Click Finish.
At this point, all the process configuration is complete. The next steps will be to setup Table fill and Fulfillment.