# Study Training Matrix Builder The Study Training Matrix Builder is a user-friendly interface that allows an authorized user to rapidly assemble the training needs for a given _Study_ by specifying the training materials that each study team member needs to complete training on. Using an intuitive, guided process, you can build and publish a study-specific training matrix. After the training matrix is published, Vault automatically assigns training tasks to each study team member. This alleviates the need to [manually create each item in a training matrix](/en/lr/48712025/).
## About the Matrix Builder Interface {#about-the-matrix-builder-interface} The matrix builder interface contains many options for managing a Study Training matrix. To open the matrix builder from a _Study_ record, click **Manage Training Matrix** or perform the **Manage Training Matrix** action from a _Study_ record's **All Actions** menu. ### Top Bar The matrix builder's top bar appears with a colored banner to indicate whether the matrix you're viewing is live, or undergoing updates: * When a matrix is live, the **Last Published** date is the date upon which Vault began issuing assignments against the current matrix structure. A live matrix includes the **Create Matrix Update** button to access the builder's draft mode. When a matrix is already undergoing updates, the green banner additionally provides a link to access these proposed updates. * While in draft mode, you can click the link in the yellow banner to access the live matrix, or view or create proposed matrix changes. The **Publish** button activates the proposed matrix, and Vault handles new and open _Training Assignments_ during the next training automation job run. ### Learner Tabs & Filters Use the **Project Team** and **Site Staff** Learner tabs to manage records for that study's group of Learners. The records you can select are based on your Study Training Vault's [_Clinical Mapping_](/en/lr/48712025/#clinical-mappings) records for that _Training Type_ (Role or Responsibility) and _Role Type_ (Project Team or Site Staff). You must **Cancel** or **Save** your changes in one tab to begin working in the other. ### Roles & Responsibilities The right side of the page allows you to manage roles and responsibilities by clicking the **+**. Clicking on the number of _Persons_ takes you to a record list view of the associated _Person_ records. Learner Roles can appear on both the **Project Team** and **Site Staff** tabs. To determine where a role appears, set the _Learner Role_ record's _Role Type_ (`role_type__v`) field to either _Project Team_ or _Site Staff_. Vault treats null values as _Project Team_. ## Building a Matrix You can approach building a matrix in the Study Training Matrix Builder in a number of ways. The following steps outline a basic matrix setup process, which accounts for the connection's various [automations](/en/lr/651859/): 1. From an existing _Study_ record, click **Manage Training Matrix** or perform the **Manage Training Matrix** action from the record's **All Actions** menu. 2. Click the **Project Team** or **Site Staff** tab to begin working with records for that Learner type. 3. Click **Edit** in the top right of the page. 4. Optional: Toggle the **Highlight Proposed Changes** button. This option is toggled on by default and emphasizes matrix updates as you add them. 5. In the **Add Section** dialog, add a section **Name** and an optional **Description**. To filter selectable requirements based on their _Study Country_, select a **Study Country**. This option automatically names the section with the selected country's name. 6. Click **Save**. Your new section appears as a row on the left side of the builder page, and all available actions are listed under the section's **Actions** menu. * To update a section, select **Edit Section**. When editing country-specific sections, only the **Description** can be updated. * To remove a section, select **Edit Section**, then click **Remove Section**. * To adjust requirements, select **Add/Remove Training Requirement**. You can also select **Remove Training Requirement** from an individual requirement. * Hover over a requirement's name to view additional details about the related Library document, including its _Additional Information_ field. 1. Click the **Add Role + Responsibility** button. 2. In the **Search: Role + Responsiblity** dialog, select at least one record from the list, which Vault pre-filters based on the tab you're working in. 3. Click **Save**. The selected records appear as columns in the builder. 4. When you are satisfied with your list of **Training Requirements**, **Roles**, and **Responsibilities**, begin making assignment selections in the checkboxes of the matrix. Vault does not save your selections if you exit the builder without clicking **Save**. 5. Optional: When enabled, select **Send for Review** from the matrix's **Workflow Actions** menu. 6. When you are satisfied with your matrix and ready to begin issuing training assignments to Learners for this _Study_, click **Publish**. This button is not available until you make at least one checkbox selection or deselection. ## Editing an Existing Matrix The builder's draft mode allows you to update and save changes to an existing live matrix without interrupting any ongoing training activities. To do this, Vault maintains both a live and draft iteration of the matrix: * The live **Training Matrix** reflects the matrix structure Vault is currently using to manage Learner assignments. * When a live matrix is already undergoing updates, the green banner additionally provides a link to access the draft matrix. * A live matrix corresponds to a _Training Matrix Update_ record in the _Published_ state. * The draft **Training Matrix Update** contains any proposed updates to the matrix. * A given *Study* can have only one draft matrix at a time. * Once you save proposed updates in the builder, the yellow banner additionally provides a link to access the live matrix. * A draft matrix corresponds to a _Training Matrix Update_ record in the _Draft_ state. A draft matrix can also be in the _In Review_ or _Approved_ state when Study Training Matrix Review is configured in your Vault. Each type has its own unique URL you can use to share the live or draft matrix view.
### Creating & Publishing Matrix Updates {#creating-publishing} To create a draft matrix from a live matrix: 1. Select the **Project Team** or **Site Staff** tab you'd first like to edit. 2. Click **Create Matrix Update** and apply your updates. * By default, the **Highlight Proposed Changes** button is toggled on to quickly identify any changes made by other users in addition to your own. New and updated items are indicated with a blue dot and removed items additionally appear with ~~strikethrough~~ formatting or with a diagonal line, for example checkmark with a blue dot and strikeout to indicate an update with removal. * Toggle the button off to display the matrix as it will appear once published. * Click **Cancel** to discard any proposed updates and return to the live matrix. 3. Click **Save**. Repeat these steps as required for the tab you did not select in Step 1. From here, you can: * Continue applying edits by clicking **Edit Matrix Update**. In this view, clicking **Cancel** returns you to the last saved batch of proposed updates. * Select **Discard Matrix Update** to remove all proposed updates and return to the live matrix. * When [Study Training Matrix Review][1] is enabled, select **Send for Review** from the matrix's **Workflow Actions** menu, then select one or more **Reviewers** to approve or reject the proposed matrix updates. Once this workflow is complete, the matrix moves to the _Approved_ state, or otherwise goes back to _Draft_. * **Publish** the proposed updates from the _Draft_ or _Approved_ states. Once you click **Publish**, Vault activates the proposed matrix and handles new and open *Training Assignments* during the next training automation job run. ## About Study Training Matrix Review {#about-matrix-review} By default, Vault immediately applies new and updated matrix records when a Training Admin publishes a Study Training Matrix. With Study Training Matrix Review, Training Admins can send a workflow to other Vault users, providing an opportunity to review the matrix before it is published and Vault begins issuing or cancelling Training Assignments. When Study Training Matrix Review is [configured](/en/lr/505339012/) in your Vault, you may have the option to initiate this workflow from the matrix builder's Workflow Actions menu and/or complete a workflow task to confirm the matrix is ready for publication. ## Limitations {#limitations} The following limitations apply to the Study Training Matrix Builder: * Advanced training options like quizzes, prerequisite or substitute rules, and other features cannot be set up in the matrix builder. Click on a requirement's name to set those options up in the appropriate object record detail page. * Vault does not save checkbox states (checked or unchecked) upon exiting the builder. * A given _Study_ can have only one [draft matrix][4] at a time. Additionally, [automation](/en/lr/651859/) eliminates or prevents users from completing some matrix management actions, including: * Manually creating _Study Curricula_. Instead, Vault creates one _Curriculum_ per _Learner Role_ per country. * Adding _Learner Roles_ and documents to _Curricula_. * Adding documents to _Training Requirements_. Instead, when a new _Study_ document is added in Clinical Operations, the Study Training Vault creates a _Training Requirement_ with the associated document. ## Related Permissions {#related-permissions} See [Configuring the Study Training Matrix Builder](/en/lr/505339012/#permissions) for the permissions required to use this feature. [1]: #about-matrix-review [2]: #alerts [3]: #related-permissions [4]: #creating-publishing