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Manage Requirements

Learn how to create, edit, delete, and restore training requirements in Training Manager Web Edition.

Training Requirements Overview​

Training requirements define the mandatory training courses that personnel must complete based on their group, job roles, or other individual requirements. This section covers all essential requirement management operations.

Requirements Management Workflow​

The typical training requirements lifecycle follows this pattern:

  1. Create - Add new requirements linked to specific courses
  2. Maintain - Edit requirements as policies and regulations change
  3. Delete - Delete requirements that are no longer applicable
  4. Restore - Restore requirements if accidentally deleted

Understanding Training Requirements​

What Are Training Requirements?​

Training requirements are rules that define:

  • Which courses personnel must complete
  • Who must complete the training (based on group, job roles, individual.)
  • When training must be completed (deadlines and renewal schedules)
  • Compliance monitoring and reporting parameters

Types of Requirements​

Group and Role-Based Requirements:

  • Training required for specific job functions
  • Position-specific certifications
  • Leadership and management training

Company-Wide Requirements:

  • General safety and compliance training
  • Code of conduct and ethics training
  • Information security awareness

Assignment Rules​

Requirements can be assigned based on:

  • Job Roles - Specific positions or job functions
  • Groups/Departments - Organizational units
  • Combination Criteria - Multiple factors combined

Before You Begin​

Prerequisites

Ensure you have appropriate permissions to manage training requirements. Requirement management requires Data Administrator or System Administrator roles.

Planning Your Requirements​

Before creating requirements, consider:

  • Regulatory compliance needs
  • Organizational policies and procedures
  • Risk management objectives
  • Resource availability for training delivery

Quick Navigation​

Choose a specific task from the options below:

Best Practices for Requirements Management​

Requirement Design​

  • Clear definitions - Specify exactly what training is required
  • Appropriate scope - Target the right personnel groups
  • Realistic timelines - Set achievable completion deadlines
  • Regular reviews - Update requirements as needs change

Compliance Monitoring​

  • Regular reporting - Monitor completion rates and compliance
  • Early warnings - Run reports monthly for approaching deadlines
  • Documentation - Maintain records for audit purposes

Change Management​

  • Impact assessment - Evaluate effects of requirement changes
  • Communication - Notify affected personnel of new requirements
  • Transition planning - Manage implementation of new requirements
  • Historical tracking - Maintain records of requirement changes

Common Use Cases​

New Employee Onboarding​

Create requirements for:

  • Company orientation training
  • Safety training specific to role/location
  • Job-specific skills training
  • Compliance and regulatory training

Regulatory Compliance​

Establish requirements for:

  • Industry-specific certifications
  • Safety regulations (OSHA, etc.)
  • Professional development requirements
  • Continuing education mandates

Organizational Development​

Implement requirements for:

  • Leadership development programs
  • Skills advancement training
  • Cross-training initiatives
  • Performance improvement programs

Choose a topic above to get detailed step-by-step instructions for training requirement management tasks.