Which training settings can I change?

Last reviewed · Part of Training administration

The Training module settings are grouped into five categories. Administrators open them from the gear icon at the top right of the Training Programs page:

Module Toggles

Setting Default Description
Enable Training module False Master switch — shows/hides the Training nav item
Enable mandatory tracking True Enables mandatory training compliance tracking

Workflow & Approval

Setting Default Description
Require workflow approval for requests False Routes training requests through multi-level approval

Automation

Setting Default Description
Auto assign skills on close True Auto-creates skill records on training closure

Notifications & Reminders

Setting Default Description
Default reminder frequency days 3 Default reminder frequency for new programs
Default reminder start days before 7 Default days before start to begin reminders
Certificate expiry reminder days 30 Days before certificate expiry to start notifications
Mandatory overdue notify manager True Also notify employee's manager for overdue mandatory training

Closure Gates

Setting Default Description
Require assessment before close False Blocks Close action until all participants are assessed
Require certificate before close False Blocks Close action while a completed participant has no certificate number

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