Assigning Training
Start
TraininG Assignment Challenge
Your recieve the Issued V1 flash report and notice that a brand new Work Instruction (WI) has been issued. Answer the questions to determine how to best assign this new training.
Next
What is your first step to determine where to assign training for this new work instruction?
Consult the documents impacted department metadata.
Consult SOP-00468 Control of Documents in the Electronic Document Management System
Consult the document responsiblities section.
The WI responsibilities section says anyone who uses the equipment must train on the document. What do you do next?
Determine which positions will use the equipment, and add the training to the POS curriculum.
Determine what persons will use the equipment, and add the training to the ADHOC curriculum.
Add the training to your DEPT curriculum.
The RACI in SOP-00468 section 9 says that work instructions should be assigned to individual contributors and front line managers in impacted areas. What do you do next.
Assign the WI to all individual contributor and front line managers ADHOC.
Consult the document responsiblities section.
Consult the document owner.
Your department is listed as an impacted department. What next?
Consult SOP-00468 Control of Documents in the Electronic Document Management System.
Consult the documents responsiblities section.
Consult the document owner.
The document owner confirms this will not be assigned in a topic specific curriculum. They say anyone who uses the equipment must train on the WI. What next?
Determine which positions will use the equipment, and add the training to the POS curriculum.
Determine what persons will use the equipment, and add the training to the ADHOC curriculum.
Add the training to your DEPT curriculum.
Best result
Well done!
You verified the document is applicable to your department and added the training to the appropriate POS (position) curricula. This allowed you to only assign training only to the learners in positions that need to use the equipment. Assigning training via POS also ensures that any new hires in those positions will also get the appropriate training moving forward.
Restart
Poor result
Try again.
You verified the training is applicable to your department and added the training to the ADHOC (individual) curricula for impacted learners. While this ensures current learners get the training they need , any future learners and new hires will not receive the training. Best practice is to assign by POS (position) or DEPT(department) whenever possible so the training carries on to future members of the team.
Restart
Poor result
Oh no! Try again.
You decided to assign this training at the DEPT (department) level. While this does ensure everyone on the team who needs the training will get it, it also sends training to folks who do not need it. As described in SOP-00468 section 9, senior leaders generally do not need to train on work instructions. There may also be other folks in your department (such as administrative assistants or coordinators) who will never use the equipment and do not need the training. We want to ensure every learner has the training they need to do their job in a safe and compliant manner, but not waste precious time assigning training that does not add value.
Restart
Questions?
Feel free to drop any questions in the course forum to your right. Or you can always email List-L&D@Tolmar.com for assistance.
Assigning Training
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Created on September 24, 2025
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Transcript
Assigning Training
Start
TraininG Assignment Challenge
Your recieve the Issued V1 flash report and notice that a brand new Work Instruction (WI) has been issued. Answer the questions to determine how to best assign this new training.
Next
What is your first step to determine where to assign training for this new work instruction?
Consult the documents impacted department metadata.
Consult SOP-00468 Control of Documents in the Electronic Document Management System
Consult the document responsiblities section.
The WI responsibilities section says anyone who uses the equipment must train on the document. What do you do next?
Determine which positions will use the equipment, and add the training to the POS curriculum.
Determine what persons will use the equipment, and add the training to the ADHOC curriculum.
Add the training to your DEPT curriculum.
The RACI in SOP-00468 section 9 says that work instructions should be assigned to individual contributors and front line managers in impacted areas. What do you do next.
Assign the WI to all individual contributor and front line managers ADHOC.
Consult the document responsiblities section.
Consult the document owner.
Your department is listed as an impacted department. What next?
Consult SOP-00468 Control of Documents in the Electronic Document Management System.
Consult the documents responsiblities section.
Consult the document owner.
The document owner confirms this will not be assigned in a topic specific curriculum. They say anyone who uses the equipment must train on the WI. What next?
Determine which positions will use the equipment, and add the training to the POS curriculum.
Determine what persons will use the equipment, and add the training to the ADHOC curriculum.
Add the training to your DEPT curriculum.
Best result
Well done!
You verified the document is applicable to your department and added the training to the appropriate POS (position) curricula. This allowed you to only assign training only to the learners in positions that need to use the equipment. Assigning training via POS also ensures that any new hires in those positions will also get the appropriate training moving forward.
Restart
Poor result
Try again.
You verified the training is applicable to your department and added the training to the ADHOC (individual) curricula for impacted learners. While this ensures current learners get the training they need , any future learners and new hires will not receive the training. Best practice is to assign by POS (position) or DEPT(department) whenever possible so the training carries on to future members of the team.
Restart
Poor result
Oh no! Try again.
You decided to assign this training at the DEPT (department) level. While this does ensure everyone on the team who needs the training will get it, it also sends training to folks who do not need it. As described in SOP-00468 section 9, senior leaders generally do not need to train on work instructions. There may also be other folks in your department (such as administrative assistants or coordinators) who will never use the equipment and do not need the training. We want to ensure every learner has the training they need to do their job in a safe and compliant manner, but not waste precious time assigning training that does not add value.
Restart
Questions?
Feel free to drop any questions in the course forum to your right. Or you can always email List-L&D@Tolmar.com for assistance.