Trainings — Workflow
Overview
The Trainings workflow supports registering trainings and recording completion for collaborators through assignments. It provides a consistent way to maintain training records and attach proof documents (certificates) when required.
For the user-facing screen involved in this feature, see: Transactions.
Roles involved
-
Human Resources (HR) / Administrators
- Register and maintain trainings.
- Assign trainings to collaborators and manage completion records.
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Collaborators
- Provide proof documents when required by policy (for example, certificates), typically through HR.
Status lifecycle
Trainings and assignments may use Active/Inactive states, depending on configuration.
Info
For system-wide status guidance, see: Status
Workflow
Workflow steps
- Create or update a training record
- Assign a training to a collaborator
- Add completion details and proof documents
- Maintain training and assignment records over time
Create or update a training record
HR creates a training with a code, name, and duration. Trainings can be updated as needed and deactivated when they should no longer be used for new assignments.
Assign a training to a collaborator
HR links a collaborator to a training through an assignment. This establishes the collaborator–training relationship used for reporting and tracking.
Add completion details and proof documents
If applicable, HR records a completion date and uploads one or more proof documents (for example, a certificate). Files can be replaced or removed when needed.
Maintain records over time
As policies or requirements change, HR can update training records, adjust assignments, and deactivate outdated items while retaining historical information for reference.
Setup & dependencies (Optional)
- Collaborators must exist in SARA before trainings can be assigned.
- If proof documents are required, define an internal policy for acceptable file types and retention.
Exceptions & operational notes (Optional)
- Proof documents are optional unless required by your organization’s policy.
- Deactivating a training prevents new assignments, but existing assignments remain available for reporting.