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Edit Existing Requirements

Learn how to modify and update existing training requirements in Training Manager Web Edition.

Overview​

Training requirements often need updates due to changing regulations, organizational policies, or operational needs. This guide shows you how to locate and edit existing requirements to keep your compliance program current.

Prerequisites​

Before editing requirements, ensure you have:

  • Data Administrator or System Administrator permissions
  • Access to the Requirements List page
  • Knowledge of which requirement needs updating
  • Understanding of the impact of changes on personnel assignments

Step-by-Step Instructions​

1. Locate the Requirement to Edit​

Use the search functionality to find the requirement you want to modify:

  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

The list will automatically filter to show matching requirements.

Search Requirements

Search Strategies
  • Search by course name for quick identification
  • Use partial course titles for broader results
  • Look for requirement names or descriptions
  • Filter by assignment criteria if needed

2. Open the Requirement Detail Page​

Once you've located the requirement:

  1. Click on the row containing the requirement record
  2. This will open the Requirement Detail page where you can make changes

Click Requirement Row

3. Make Your Changes​

On the Requirement Detail page:

  1. Modify fields as needed by typing or selecting new values

  2. Update any relevant settings such as:

    • Assignment rules and criteria
    • Compliance timing and deadlines
    • Notes and documentation

  3. Click the "Save" button to save your changes

Click Save Requirement

Common Editing Tasks​

Assignment Rule Changes​

Expanding Requirement Scope:

  • Add additional roles, groups, or individuals

Narrowing Requirement Scope:

  • Remove specific roles or groups from assignment
  • Exclude certain group, roles, or individuals

Updating Assignment Criteria:

  • Modify group assignments due to reorganization
  • Update criteria based on policy changes

Course and Content Changes​

Course Updates:

  • Change to different but equivalent courses

Impact Assessment​

Before making significant changes, consider:

Personnel Impact​

Current Assignments:

  • How many personnel are currently assigned this requirement?
  • Will changes affect personnel already in compliance?
  • Are there personnel currently working toward completion?

New Assignments:

  • Will changes create new requirements for additional personnel?
  • Are there personnel who will no longer need this training?
  • How will changes affect new hire onboarding?

Compliance Impact​

Regulatory Considerations:

  • Do changes maintain regulatory compliance?
  • Are there legal or industry requirements to consider?
  • Will changes affect audit or certification status?

Timeline Impact:

  • How do timing changes affect compliance deadlines?
  • Are there operational impacts from new due dates?
  • Will changes create training capacity issues?

Change Management Best Practices​

Before Making Changes​

Documentation:

  • Document the reason for changes
  • Plan communication strategy for affected personnel

Stakeholder Review:

  • Consult with compliance officers
  • Review with training coordinators
  • Get approval from appropriate managers

Impact Analysis:

  • Assess effect on current assignments
  • Evaluate training capacity and scheduling
  • Consider system and operational impacts

After Changes​

Communication:

  • Notify affected personnel of requirement changes
  • Update training documentation and procedures
  • Communicate new deadlines and expectations

Monitoring:

  • Track compliance with updated requirements
  • Monitor for any issues with assignment rules

Regulatory Updates​

When regulations change:

  • Update compliance requirements to match new regulations
  • Modify training content requirements
  • Adjust timing to meet new regulatory deadlines

Technology Changes​

When systems or processes change:

  • Update technical training requirements
  • Modify equipment or software-specific training
  • Add new technology training as needed

Next Steps​

After editing requirements:

  • Monitor compliance dashboards for updated requirements
  • Review training schedules to ensure adequate capacity
  • Communicate changes to training coordinators and supervisors
  • Update related documentation and procedures

Next: Learn how to delete requirements that are no longer needed.