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New and Improved Features

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PMP-101176
PMP-101176
PMP-101176 - As a training management user, I want the ability to view assigned Document Acknowledgements with statuses in any employees' training history record in TMS to provide a more complete view of training completed, overdue, and assigned

Configurable: Yes

  • Title: Integrate Document Management And LMS
  • Public/Private: PrivatePublic
  • Default: Yes

Existing System

  • There is no option to track training from the document acknowledgement

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  • Provided option to integrate Document Management and LMS module
  • By default, the configuration to integrate Document Management and LMS is turned on 
  • Integration will happen for the document when the "Is Acknowledgment Required?" field is enabled selected in document release
  • Once the document is released a Course and Session will be created with the user selected in "Release Notification Distribution" and "Additional Release Notifications Groups" 
    • As LMS is based on Employee, session will be assigned as per User and Employee mapping.
  • User can't change the details of Course, Session and Outcome created from Document Management integration in LMS module
  • Outcome will be updated automatically when the user acknowledges a document 

Below is the information for Course and Session creation and outcome update as per document acknowledgement. 

## Course Details:

  1. Course ID - Auto-generated

  2. Course Title - Document Title - Version

  3. Description -- Document Description

  4. Category - Doc. Ack

  5. Location(s) in which the course is available - Doc. Location

  6. Duration - 1 Hrs.

  7. Attachment - Final Document (*Optional*)

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  1. Training Completion Date - Doc. Ack - Date

  2. Outcome - Complete

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Configurable: No

  • Title: NA
  • Public/Private: NA
  • Default: NA

Existing System

  • There is no option to generate QR Code to access document from mobile device

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PMP-101178
PMP-101178
PMP-101178 - As a system admin, I want an outbound API for Document Management available so that metadata can be easily consumed by other systems outside

Configurable: No

  • Title: NA
  • Public/Private: NA
  • Default: NA

Existing System

  • There is no option to export final document metadata outside the system using an outbound API

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