Prerequisites

• Access to the Configuration > Document > Category (DC043) menu.
• SoftExpert Document among the solutions acquired by your organization.
• SoftExpert Training among the solutions acquired by your organization.

Introduction

Training is a means to short-term learning focused on exchanging, passing on, or recycling knowledge, skills, and attitudes related to organizational processes. 

The integration between SoftExpert Training and SoftExpert Document allows for conducting trainings using documents that provide participants with the knowledge they need. 

Next, a category with training control will be configured to create work instruction documents aimed at teaching employees how to use a piece of equipment.

Configuring a training

Watch the video below to learn how to configure training distribution in a document category:

Conclusion

Thus, simply create a document from this category. Then, a document-based training needs to be created.