# Issuing Retraining

The _Require Retraining_ action available for configuration on the _Person_ and _Curriculum_ objects allows Training Admins to reissue assignments for _Training Requirements_ already present within a Learner's training matrix. The action is the optimal method for issuing retraining, in lieu of Direct Assignment.



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      <p><strong>Note</strong>: This feature must be <a href="/en/lr/735720/#configuration-overview">configured</a> by a Vault Admin in Training and Study Training Vaults.</p>
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## Direct Assignment Comparison & Use Cases

Prior to 24R3, Training Admins may have used [Direct Assignment](/en/lr/52724/) to issue retraining. Once configured, the **Require Retraining** action is the optimal method for issuing retraining for:
  * CAPAs
  * Deviations
  * Learners returning from a leave of absence
  * Any other scenarios in which a Learner should receive future assignments based on the retraining assignment.

The table below illustrates the high-level differences between the **Require Retraining** action and Direct Assignment.

|  | Require Retraining | Direct Assignment |
|---|---|---|
| Issue retraining as needed | **Yes** | **Yes** |
| Issue retraining in bulk | **Yes** | **Yes** |
| Issue retraining outside of Learner's current matrix | No | **Yes** |
| Assignment [recurrence](/en/lr/4788081/) based on the retraining assignment's _Next Training Date (Recurrence)_ | **Yes** | No |
| Future assignment [automation](/en/lr/50967/#versioning-documents) based on Training Materials updates (TRIA) | **Yes** | No |
| Respects Prerequisite Training Rules | **Yes** | No |
| Respects Substitute Training Rules | **Yes** | No |

## Feature Dependencies

Issuing retraining does not depend on any other Training features beyond the baseline application [configuration](/en/lr/50960/).

## Configuration Overview {#configuration-overview}

To configure the ability to issue retraining:

  1. Within the _Curriculum_ and _Person_ objects, [create](/en/lr/43127/#assign-actions) an object action using the _Require Retraining_ object action.
  2. Configure a "Require Retraining" [user action](/en/lr/59885/) referencing the _Require Retraining_ object action within the following object lifecycle states:
      * _Curriculum_ object lifecycle: _Ready for Use_ (`available_state__v`)
      * _Person_ object lifecycle: _Eligible_ (`eligible_state__c`), or the state mapped to the lifecycle's _Eligible_ state type
  3. For the _Retraining Request User Input_ object:
      * Enable the _Display in Business Admin_ option, or configure a custom tab for Training Admins to view these records.
      * Optional: Configure the _Reason_ and/or _Reason Details_ fields with the _User must always enter a value (required)_ option.
  4. For the _Retraining Request_ object, enable the _Display in Business Admin_ option, or configure a [custom tab](/en/lr/23516/) for Training Admins to view these records.
  5. Add the _Retraining Request_ field to all applicable _Training Assignment_ object page layouts.
  6. Optional: Review the _Retraining_ _Reason_ picklist values and add any additional values your organization may use for retraining. These picklist values are the _Reason_ options presented to Training Admins when issuing retraining.
  7. Review your Vault's security configuration for Training functionality. To issue retraining, Training Admins must be assigned a [permission set](/en/lr/23647/#how_to_edit_permission_sets) with the below [permissions][1].

## Issuing Retraining

To issue retraining:

  1. Navigate to a _Curriculum_ record in the _Ready for Use_ state, or a _Person_ record in the _Eligible_ state.
  2. Select **Require Retraining** from the record's **Actions** menu.
  3. If you initiated the action from a curriculum, Vault displays the **Require Retraining** dialog on the **Select Learners** tab. Select up to 2,000 Learners and click **Next**.
  4. In the **Select Training Requirements** tab, Vault displays up to 2,000 requirements in the _Ready for Use_ state within the curriculum. Select the desired requirement(s) and click **Next**.
  5. In the **Additional Options** tab, select a **Reason** and enter **Reason Details**. These fields may be required depending on your Vault's configuration.
  6. Review all **Confirmation** tab details and click **Save** once your selections appear as expected.

Vault issues retraining assignments based on your selections when the _VT: Update Training Assignments_ job runs.

### How Vault Issues Retraining

Once a Training Admin confirms retraining for the selected Learner(s) and requirement(s):

* Vault creates one _Retraining Request User Input_ record to capture all _Selected Learners_ and _Selected Training Requirements_.
* When the _Retraining Request User Input_ record's _Fulfillment Status_ is "Issued", Vault initiates the _VT: Create Retraining Requests_ job. During this operation, Vault:
    * Creates one _Retraining Request_ record for each combination of Learner and requirement. When successful, this record's _Fulfillment Status_ is "Issued".
    * Captures any errors in the job log.
* The _VT: Update Training Assignments_ job issues retraining assignments during its next scheduled run and sets the relevant fields:
    * _Retraining Request_: The _Retraining Request_ record Vault referenced to create the assignment
    * _Creation Reason_: Retraining
    * _Creation Source_: System
* When an existing assignment must be cancelled in order to issue a retraining assignment, Vault sets the cancelled assignment's _Latest Automation Update_ field with the retraining request details.


## Limitations

Training Admins can issue retraining to up to 2,000 Learners in a single _Require Retraining_ action.

## Related Permissions {#related-permissions}

To issue retraining, Training Admins must be assigned a [permission set](/en/lr/23647/#how_to_edit_permission_sets) with the below permissions. Otherwise, Vault hides the _Require Retraining_ action.

Additionally, for an optimal user experience, Training Admins should have access to view _Retraining Request_ and _Retraining Request User Input_ records via [Business Admin](/en/lr/57307/), or a [custom tab](/en/lr/23516/). Ensure their permission set allows access based on this configuration and, when applicable, includes access to any related Tab Collections.

| Permission Label | Permissions |
|---|---|
| Admin: Business Admin Objects | Read |
| Objects: Curriculum | Read, Edit |
| Objects: Curriculum Completion Status | Read, Edit |
| Objects: Person | Read, Edit |
| Objects: Retraining Request | Read, Create, Edit |
| Objects: Retraining Request User Input | Read, Create, Edit |
| Objects: Retraining Request User Input: Object Field Permissions: _Reason_ and _Reason Details_ fields | Read |
| Objects: Training Requirement | Read, Edit |
| Objects: Training Requirement-Curriculum | Read, Edit |

[1]: #related-permissions