Training & Requirements
Set up what training is required, assign tasks, and track completion with task books.
- Requirements and training periodsHow requirements and training periods work, and who can manage them.
- Tasks (training assignments)Assigning tasks, completion methods, and who can create them.
- Task Sheets / Task BooksTemplates vs. assigned task books, how to assign one, and permission levels.
- Training documentsAttaching files/photos to training and how document review works.
- How training works: Requirements, Tasks, and EventsThe core model — how requirements are fulfilled by tasks and events, and what a fulfillment is.
- Task vs. Event: which should I use?A quick guide to choosing between a task and an event, plus how to record training that already happened.