Best Practices When Multiple Training Activities are Related to a Curriculum Document Set for Recurrence

This linked document provides considerations for determining the best way to organize Curriculums when more than one Training Activity is related to a Curriculum Document set for a Recurrence based on Document Revision.

When a Curriculum is set for a Recurrence based on revision of the Curriculum Document, all Training Activities within that Curriculum are automatically versioned, even if some are intentionally set as “No Assignment” after Recurrence.   The previous versions of all Training Activities are also automatically closed.

Training Compliance percentages can be negatively impacted by “Unassigned” Training Activities, even where the choice not to assign them was intentional.   Therefore, use of the "No Assignment" option needs to be considered with caution.

If you have multiple Training Activities that are related to a document such as an SOP, but either the frequency of assignment or the assignees are different, you may need them to be in separate QM10 Curriculums.