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New and Improved Features

Product Level Change

• 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
• PMP-101207 - As an owner or coordinator, I want the ability to download or share the QR code for both mobile application and public document links
• 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

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

**Watch On-Demand Video**

Configurable: Yes

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

Existing System: 

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

Purpose: 

• Track training from document acknowledgement in the Training Management System
• View both training from document acknowledgement and TMS in LMS module

Enhanced System:

• 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 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*)

## Session Details

1. Session ID - Auto-generate

2. Session Name - Document Title - Version

3. Description - Document Description

4. Session Type - By Course

5. Location - Document Location

6. Delivery Method - Doc. Ack

7. Assign To Category - Employee

8. Employees (Release Notification Distribution Users, Additional Release Notification Users, and Groups with employee linkage)

9. Notify Trainees and instructors - - Unchecked

10. Scheduled Training Start Date - Document Release Date

11. Schedule Training End Date - Acknowledgement Due Date

12. Attachment - Final Document (*Optional*)

## Outcome Details

1. Training Completion Date - Doc. Ack - Date

2. Outcome - Complete

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PMP-101207 As an owner or coordinator, I want the ability to download or share the QR code for both mobile application and public document links

**Watch On-Demand Video**

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

Purpose: 

• Introduction of QR codes to increase mobile adoption and ease system use.

• Incorporate a QR code option to generate in the share document screen, so that end users can quickly scan and view the respective document regardless of their user login

Enhanced System:

• Provide QR code for the document public link, user can scan the QR Code and access the document without login to the application from the device camera
• Provide QR code to navigate to a document from the mobile application from the app scan feature
  • Search Document app should be enabled to navigate to the document 

Impacts: No Impact

Option to download QR Code

QR Code for Pub Link and Search Document 

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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

Purpose: 

• Provide the option to access document management metadata outside the system

• Customer can get the document data without login to the application to integrate with outside application

Enhanced System:

• Document Management Outbound API with all the Document details information
• Access the document file in binary 
• All the documents are with Final status
• Date Range of outbound will be based on document release date

Impacts: No Impact