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 Topic

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.