Skip to main content

Delete Requirements

Learn how to remove training requirements by deleting them to the recycle bin in Training Manager Web Edition.

Overview​

When training requirements are no longer needed due to policy changes, organizational restructuring, or regulatory updates, you can delete them to keep your requirement list organized. Deleted requirements are moved to a recycle bin where they can be restored if needed.

Prerequisites​

Before deleting requirements, ensure you have:

  • Data Administrator or System Administrator permissions
  • Confirmation that the requirement should be removed
  • Understanding of the impact on personnel assignments and compliance

Important Considerations​

Before You Delete

Consider before deleting requirements:

  • Personnel may currently be assigned to this requirement
  • Compliance tracking and reporting will be affected
  • The action moves the requirement to recycle bin

Step-by-Step Instructions​

1. Locate the Requirement to Delete​

Use the search functionality to find the requirement:

  1. Navigate to the Requirements List page
  2. Click in the "Filter Requirements" search box
  3. Type a few characters of the Course Title associated with the requirement

Search Requirements

2. Delete the Requirement​

You have two options for deleting a requirement:

Option A: Delete from Requirements List​

  1. Select the requirement by placing a checkmark in the box next to the requirement
  2. Click the "Delete" button in the Requirements List toolbar

Option B: Delete from Requirement Detail Page​

  1. Open the requirement by clicking on the requirement row
  2. On the Requirement Detail page, click the "Delete" button

Delete Requirement

3. Confirm Deletion​

The system will ask for confirmation before proceeding with the deletion. Confirm that you want to move the requirement to the recycle bin.

Impact of Requirement Deletion​

On Personnel Requirements​

Current Requirements:

  • Personnel currently assigned this requirement will lose the assignment
  • Compliance status for this requirement will no longer be tracked
  • Training in progress may continue but won't count toward compliance
  • Completed training history remains intact

Future Requirements:

  • New personnel will not be automatically assigned this requirement
  • Existing personnel moving to roles won't receive this assignment
  • Requirement will not appear in compliance calculations

On Compliance Reporting​

Current Reporting:

  • Requirement no longer appears in compliance reports
  • Personnel compliance percentages may change
  • Dashboard metrics update to reflect requirement removal

Best Practices​

Before Deletion​

Impact Assessment:

  • Review how many personnel are currently assigned
  • Check compliance status and completion rates
  • Verify no critical compliance needs are compromised
  • Consult with compliance officers and training coordinators

Communication Planning:

  • Notify affected personnel about requirement removal
  • Update training documentation and procedures
  • Communicate changes to supervisors and managers
  • Plan for any transition or replacement requirements

Documentation:

  • Record the reason for requirement deletion
  • Document the date and scope of change
  • Maintain records for compliance and audit purposes
  • Update policy documentation as needed

Handling Special Situations​

Regulatory Requirements​

For requirements tied to regulations:

  • Verify regulatory changes support requirement removal
  • Confirm no legal or compliance obligations are violated
  • Document regulatory basis for requirement deletion
  • Plan for potential regulatory audits or reviews

Accidental Deletion​

If you accidentally delete a requirement:

  1. Act quickly - requirements go to recycle bin, not permanent deletion
  2. Follow the restore process immediately
  3. Verify restoration was successful and assignments are restored
  4. Review deletion procedures to prevent future accidents

Next Steps​

After deleting requirements:

Next: Learn how to restore deleted requirements from the recycle bin.