Setting Up Training Topics for Clinical Training

Administrators set up training topics for clinical training so that they can associate the topics with versions of training plans. For more information about associating topics with versions of training plans, see Creating Versions of Training Plans.

Administrators can associate a single topic with multiple training plans. Also, users can manually add to sites the training topics that administrators create. For more information, see Changing Training Topics for Clinical Sites.

After you publish a version of a training plan with associated topics, you cannot change the field values (except for the value in the Obsolete Date field) for those topics in the Training Topics view of the Administration - Clinical screen. If you change the field values for a topic in the Training Topics view of the Administration - Clinical screen after you associate the topic with an unpublished version of a training plan, then the changed values are reflected in the topic for that version of the training plan.

To set up a training topic for clinical training

1. Navigate to the Administration - Clinical screen, then the Training Topics view.

2. In the Training Topics list, create a new record and complete the necessary fields as shown in the following table.

   Field	Comments
   Name	Type the name of the training topic.
   Category	Select the type of training applicable to the training topic.
   Role	Select the roles of the users who must complete the training topic. To select a role, click the select button in the field to open the Contact Roles dialog box, click New (the plus (+) icon) to select the Role field in the dialog box, and then select a value from the drop-down list for the Role field. Click OK after you select all of the appropriate roles for the training topic. If you do not select any roles, then all contacts for the clinical sites that are associated with the topic must complete the topic.
   Description	Type a description of the training topic.
   Mandatory	Select this field to indicate that completing the training topic is mandatory.
   Duration	Type an estimate of the numeric value for the time that is needed to complete the training topic.
   Duration Unit	Select the units of time that apply to the numeric value that you enter in the Duration field.
   Created Date	Displays the date and time that you create the training topic.
   Obsolete Date	Select the date and time that the training topic is inactive. If you populate this field for a topic after publication of a training plan that contains this topic, then the topic is deleted from the site to which it is published. Before you can delete a topic, you must populate this field for the topic and then save the topic record. You can delete only the topics that are not yet associated with published plans. If you want to indicate that the training topic is again active, then clear this field. You cannot add an obsolete training topic to a training plan. If you add a training topic to a training plan before the topic is obsolete, then the topic remains on the training plan.