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Adding Files to the Training Library


You can add reference materials associated with the training course to the Training Library.

This task is a step in Process of Adding Materials to a Training Library.

To add a file to the Training Library

  1. From the application-level menu, choose Navigate > Site Map > Administration - Training > Training Library.
  2. In the Training Library list, perform one of the following:
    1. Click New File, and in the Choose File dialog box, navigate to the file and click Open.
    2. Click New URL, and in the Add URL dialog path, enter the path and then click Add.
  3. In the new record, add a descriptive name for the Training file or URL in the Title field.
  4. Complete the remaining fields in the More Info form, and save the record.

    Some fields are described in the following table.

    Field
    Comments

    Author

    Author of the file you are storing.

    Auto Update

    When selected, the check box indicates that the library file is automatically updated as changes to the file occur.

    Description

    A brief description of the item.

    Distribution Method

    Intended method for distributing the file, such as email, direct mail, and so on. For informational purposes only.

    Expiration

    A date after which the file automatically becomes unavailable to Training Library end users.

    An expired file listing is visible to administrators but not to end users.

    File Name

    The name of the file to be placed in the Training Library, without the filename extension. Click the select button to navigate to the file. The extension appears in the File Type field. The file size automatically appears in the read-only Size field.

    The File Name may also be referred to as Attachment Name.

    File Type

    The extension of the filename of the item, such as .doc or .txt. Automatically populated when you fill in the File Name field.

    Internal

    If the check box is selected, then the item is available only to employees.

    Launch

    Intended method by which the material is launched, for example in-line, new window, and so on. For informational purposes only.

    Literature Type

    The purpose or category of the item. The default value is Training Literature. Other values may include Technical Reference Material, White Paper, and so on.

    Local

    Selecting this check box indicates that the file resides on a local file system.

    Organization

    The document ownership. This value facilitates inquiries about updates or other maintenance.

    Release

    The date when the item becomes visible and available to end users. Before this date, only administrators see the listing and can access to the item. Useful for preventing distribution before appropriate conditions are met.

    Size

    Automatically populated. The size of the file in bytes.

    Title

    A text field that you can use to enter the name of the item you are storing.

    Type

    Automatically populated to reflect the type of file (URL or a file).

Siebel Training Guide