Activating Training Requirements from Documents

Purpose

As a Document Owner, you can activate training requirements that are added to released documents so users receive assigned training. This step ensures the correct roles complete required training linked to a released document.

Prerequisites

Installation Package: CQ Core

Product: QualityQuest

Function: Controlled Documents, Template Documents

User Profile: Standard User

Permissions: CQ Base User PSG, CQ Document Owner PSG

Record Status: Current

Requirement Status: Inactive

Instructions

1. Open the Controlled Document record.

2. Open the Training tab.

3. Click Edit from the Quick Action for the Requirement.

4. Select Active and click Save.

Example

Expected Outcome

• The Requirement now displays as Active.

• A Document Training record has been created and assigned a unique number for each Personnel assigned to the Requirement via Job function.

• The Status of Personnel Training under Document Trainings will specify:

  • Pending if training is need by Personnel

  • Overdue if training is overdue for Personnel

  • Current if training is complete for Personnel

  • NA if Personnel is no longer Active in the QMS

• Email notification is sent to personnel requiring training.

Additional Resources

ComplianceQuest

• Deactivating Training Requirements from Documents

• Recording Document Training History

• Signing off as Trainee for Document Training

• Signing off as Trainer for Document Training