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Tutorial

Create and verify an ERP training program

Open Academy → Training & Skills → Training Program, or search Training Program. Review or filter the list for an existing program before selecting Add Training Program.

AcademyUpdated 13 October 2026Configuration-aware guidance

Before you start

Use an authorized HR or training account. Confirm the training purpose, company, trainer and any external supplier relationship. Check for an existing program before adding a duplicate. The examples below are fictional staging records.

ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.

Addresses used in this tutorial

ERP_URL is your organization’s ERP address. ACADEMY_URL is the Academy base address: staging uses https://erpstaging.nexcommand.ai/academy; production uses https://academy.nexcommand.ai. Saved record IDs and temporary draft IDs differ between installations. Course IDs and element IDs in the example are not portable to another installation.

Step-by-step instructions

Step 1 of 4

Check existing programs

Open Academy → Training & Skills → Training Program, or search Training Program. Review or filter the list for an existing program before selecting Add Training Program.

Example / selection
Training Program list
Expected result
Existing programs and the Add action are visible.
Expected URL expression{ERP_URL}/desk/training-program
Check existing programs — redacted NexCom tutorial image
Actual staging capture. Personal identity masked; the browser frame is retained. Scroll position follows the action shown.
Step 2 of 4

Complete the required program fields

Select Add Training Program. Enter a meaningful program name, select the Company link, and provide the required Description. Add trainer and supplier details when relevant; select the actual Supplier link instead of just mentioning a supplier in text.

Example / selection
DEMO — Docs Document Control; NexCommand AI LLC; DEMO Instructor
Expected result
The required fields identify the training program and its purpose.
Expected URL expression{ERP_URL}/desk/training-program/new-training-program-{TEMP_ID}
Complete the required program fields — redacted NexCom tutorial image
Actual staging capture. Personal identity masked; the browser frame is retained. Scroll position follows the action shown.
Step 3 of 4

Review the purpose and status

Confirm that Status matches the program’s real lifecycle. Describe the learning objective, assessment approach and evidence expected. Keep sample records clearly marked as demonstrations. Review trainer contacts before using invitation or email actions.

Example / selection
Scheduled; controlled document lifecycle and evidence-based assessment
Expected result
The program is ready to save. No invitation or email action is taken in this exercise.
Expected URL expression{ERP_URL}/desk/training-program/new-training-program-{TEMP_ID}
Review the purpose and status — redacted NexCom tutorial image
Actual staging capture. Personal identity masked; the browser frame is retained. Scroll position follows the action shown.
Step 4 of 4

Save and verify the program

Choose Save. Confirm that the temporary new-record URL changes to the saved program name and that its values remain visible. The Training Events link on the saved dashboard connects this program with its event records.

Example / selection
Saved program DEMO — Docs Document Control
Expected result
The native save succeeded and the saved record can be reopened. Training Program is not a submittable transaction.
Expected URL expression{ERP_URL}/desk/training-program/{RECORD_ID}
Save and verify the program — redacted NexCom tutorial image
Actual staging capture. Personal identity masked; the browser frame is retained. Scroll position follows the action shown.

Verified result

The program was created and saved through the staging UI. Its saved name, Company, trainer and description were reviewed. No production training program or external invitation was created.

Troubleshooting

Required fields must be complete before saving. A Link field must identify an existing company or supplier. If a saved record seems missing, clear list filters and check the company and permissions. Program status is different from an event’s document status and from a learner’s course result.

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