Supplemental Materials are training-optional documents a Training Admin includes in a Vault Document Training Requirement to provide context or a reference to Learners while they complete assignments for training-required materials, such as SOPs.
For example, an SOP references a job manual with 90 pages of step-by-step instructions for that particular process. A Training Admin creates a Vault Document Training Requirement, adding the SOP as Training Material and the manual as Supplemental Material. When Learners complete the SOP’s related assignment, the manual is optionally accessible directly from the assignment. This assists the Learner in completing the assignment, and increases their awareness that there is a manual available for reference when following the SOP in their day-to-day work.
Note: Supplemental Materials are supported for Vault Document Training Requirements only.
Configuring Supplemental Materials
Supplemental Materials are training-optional documents for which your organization does not collect training data for individual document versions. See About Supplemental Materials for more considerations when including them in your training matrix.
To configure Supplemental Materials:
- Add a new Supplemental Materials section to the Vault Document Training Requirement object page layout. Optionally, add the Supplemental Training Content Set field to the layout for Training Admin visibility.
- Update Training Admin permission sets to include Read, Edit, Create, and Delete permission for the Supplemental TCS-Document object.
- Review your Vault’s security and document lifecycle configuration to ensure impacted Learners have View Document and View Content permission for all Ready for Training and Steady state Supplemental Materials you plan to include in your training matrix.
Once configured, a Training Admin can add any number of Supplemental Materials to Vault Document Training Requirement records.
About Supplemental Materials
When a Training Admin adds a document from the Library to a Vault Document Training Requirement as a Supplemental Material, Vault creates a Supplemental TCS-Document record and populates it in the Supplemental Training Content Set field on the requirement. When a Learner accesses a related assignment, Vault references this record to display the materials.
Note: To prevent Learners from viewing outdated or unreleased documents, Supplemental Materials are only visible in the assignment while in the Ready for Training or Steady state.
Training Material Comparison
Supplemental Materials are always “live”, in that the documents a Learner sees at the time of viewing a Training Assignment reflects the eligible materials currently configured on the requirement. This is different from required Training Materials, a static group of version- and state-specific documents collected in a Training Content Set.
This means:
- A Training Assignment of any status (open, closed, cancelled) includes the currently-configured materials, even if that assignment was completed before the configured materials were created in the Library.
- Open Training Assignments are updated immediately upon adding, updating, or removing a Supplemental Material. This feature does not rely upon the Update Training Assignments job to deliver different documents or document versions to new and in-progress assignments.
- Learners are not automatically granted View Document and View Content permissions to Supplemental Materials included in an assignment. Your Vault’s security configuration must separately grant access to these materials in the Ready for Training and Steady states.
- Learners are able to complete the assignment task (enter their electronic signature) without clicking on or viewing Supplemental Materials.
- Updates to documents identified as Supplemental Materials for a given requirement do not trigger Training Requirement Impact Assessments. Training Admins should review Supplemental Materials when assessing impact for the required Training Materials.
- A Training Admin can add any number of Supplemental Materials to a requirement, whereas Training Materials are subject to limits.
Limitations
Supplemental Materials can only be added to Vault Document Training Requirements via the Vault UI; Supplemental TCS-Document object record migration is not supported.
See also Training Material Comparison for details on how optional Supplemental Materials are different from required Training Materials.