You can assign training on a document when authoring it, or once it's been approved/made effective.

How To Assign Training When Creating A Document:

  1. When creating a document, go to the Properties Tab
  2. Scroll down to the Trainees multi select box
  3. Select the User(s) or Groups you want to assign training to in the "Available" Column
  4. Click the right arrow to move the User(s) or Groups to the "Selected" column

How To Assign Training On An Effective Document:

  1. Find the document in either the Library OR from the Workspace > Your Documents / All Documents > Effective.
  2. Open the document by clicking on the document 
  3. Click on the "More Actions" button on the top right of the document page. 
  4. Select  "Manage Trainees"
  5. Select the User(s) or Groups you want to assign training to in the "Available" Column
  6. Click the right arrow to move the User(s) or Groups to the "Selected" column

How To Bulk Assign Training:

  1. Go to Documents> Workspace. You can assign training on every type of document, except for retired documents. You can read about how to comprehensively search for documents here .
  2. Select the documents you wish to assign training on by ticking the box beside their title. 
  3. Click the "Assign Trainees" button.
  4. Select the users you want to assign training to by selecting the box beside their name. You can search for users by their name, e-mail address or by their group. 
  5. Click the "Assign" button. You will get a confirmation message. 

Note- To select all documents/users, click the check box at the very top of the page, beside the attributes.

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