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Add New Requirements

Learn how to create new training requirements in Training Manager Web Edition.

Overview​

Creating training requirements is essential for ensuring personnel complete necessary training based on their group, roles, or individual needs. This guide walks you through establishing new training requirements linked to specific courses.

Prerequisites​

Before creating requirements, ensure you have:

  • Data Administrator or System Administrator permissions
  • Access to the Requirements List page
  • Clear understanding of what training should be required
  • Courses already created that will be linked to requirements

Step-by-Step Instructions​

1. Access the New Requirement Function​

Click the "New Requirement" button, which can be found in two locations:

  • Requirements List page - In the main toolbar above the requirements list
  • Requirement Detail page - When viewing an existing requirement

Click New Requirement Button

2. Select the Required Course​

On the new requirement page, the most important step is selecting which course will be required:

  1. Click the Course selection field
  2. Choose the appropriate course from the dropdown list
  3. Verify the correct course version if multiple versions exist

Select Course On Requirement Form

Course Selection

Ensure you select the correct course and version. Once personnel are assigned this requirement, they will need to complete the specified course to achieve compliance.

3. Configure Requirement Settings​

Complete additional requirement configuration fields:

Assignment Rules​

  • Target Audience - Define who needs this training:
    • Specific groups
    • Job roles
    • Individual personnel

Compliance Settings​

  • Initial Training - When initial training must be completed:

    • Immediately upon assignment
    • By Hire Date
    • By a specific date

  • New Grace Period - Time allowed after hire date before training is overdue

  • Retraining Frequency - When retraining is required:

    • One time only
    • Every X months/years
    • When course version changes

4. Save the Requirement​

Click the "Save" button to create the requirement record.

Save Requirement Form

Common Requirement Types​

Safety Training Requirements​

  • General workplace safety orientation
  • Equipment-specific safety training
  • Emergency response procedures
  • Personal protective equipment (PPE) training

Compliance Requirements​

  • Regulatory compliance training (FDA, OSHA, etc.)
  • Industry-specific certifications
  • Code of conduct and ethics training
  • Information security awareness

Skills Development Requirements​

  • Job-specific technical training
  • Professional development courses
  • Leadership and management training
  • Cross-training for operational flexibility

Next Steps​

After creating requirements:

Next: Learn how to edit existing requirements to update their settings.