Create or Edit a Training Period

Training periods help you organize training assignments by time frame and line of business.

How to create a training period

1. Go to Settings, then select Training Periods.

2. Click + New Training Period above the table.
   

3. Complete the form that appears, including the following fields:
   

   • Training Period Name
   • Lines of Business (select one or more, if applicable)
   • Description
   • Training Period State:
     • Active
     • Draft
     • Archived

    

4. When you are finished, click Save to create the training period.

How to edit a training period

1. Locate the training period in the table.
2. Under the Actions column, click Edit.
3. Make your changes, then click Save.