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Creating a configuration type

Gear icon with a blue background, which leads to the initial step of the flow, where the type settings are configured. Graduation cap icon with a white background, which leads to the initial step of the flow, where the type settings are configured. Notebook and gear icon with a white background, which leads to the configure course type step, where the course type settings are configured. Notebook icon with a white background, which leads to the create course step, where a course is created.
Presentation icon with a white background, which leads to the plan training step, where training planning is performed. View video icon with a white background, which leads to the enable execution step, where a training is enabled for execution. Audio-visual presentation icon with a white background, which leads to the perform training step, where a training is performed.

 

Prerequisite

  • Access to the Configuration > Configuration type (TR027) menu.

 

Introduction

To use SoftExpert Training, we must create a configuration type to classify training configurations, which are organized considering teams, departments, positions, etc.

See how to create a type below:

 

Adding a configuration type

1. Access the Configuration type (TR027) menu.

2. Click on the Add icon. toolbar button to add a configuration type.

3. On the screen that will open, enter an ID # and a name.

4. If you wish, select the type that is hierarchically above this one in the Upper level configuration type field. To do so, click on the button.

5. Lastly, click on the Save and exit icon. button to save the changes.

Configuration type menu screen.

 

Conclusion

Thus, the configuration type has been created and is ready to be used!


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