Training

Overview

Training lets you build training programs, deliver them to your team, and prove that people are competent to do their work. An admin or training owner creates a training in the Training Library, adds material and assessment questions, and launches it to selected employees. Each employee works through their assigned training in My Tasks, and — when required — a training manager reviews the results and signs off in the Training Verification dashboard.

This keeps a complete, audit-ready record of who was trained, what they scored, and who confirmed their competency.

Key concepts

Training statuses (Training Library)

Status	What it means
Draft	Being built. You can edit every part of it. Not yet visible to employees.
Active	Published. Content is locked and the training can be launched to people.
Archived	Retired from active use. No longer launched.

Assignee statuses (a person's progress)

Status	What it means
Assigned	Sent to the person; not started yet.
In Progress	The person has started but not submitted.
Failed	Scored below the passing score; may retry if attempts remain.
Completed	Passed the assessment; awaiting verification if required.
Verified	Manager confirmed competency. Fully done.
Retrain Required	Manager rejected; a fresh training is launched for the person.
Removed	Taken off this launch by a manager, with a recorded reason.

Instance statuses (a single launch)

Status	What it means
Active	People are still working through it.
Pending Verification	Everyone finished; waiting on manager sign-off.
Completed	Closed out.
Cancelled	Stopped early, with a recorded reason.

Key settings on a training

Field	What it controls
Passing Score (%)	Minimum assessment score to pass (default 70).
Max Attempts	How many times a person can try the assessment (default 1).
Completion Due (days)	Deadline, counted from launch. Leave blank for no deadline.
Training Manager	The person who verifies competency. Required before publishing.
Manager Verification Required	When on, completed trainees wait for sign-off. When off, the training closes automatically on completion.

How to build a training (Training Library)

1. Go to the Training Library and click New Training.
2. Enter a Title (required) and an optional Description, then click Create Training.
3. On the Details tab, set the passing score, max attempts, completion deadline, and choose a Training Manager. Turn Manager Verification Required on or off.
4. On the Material tab, add Instructions, link existing documents under Linked Documents, and add any External Links (web pages or YouTube videos).
5. On the Assessment tab, click Add Question. Choose Single Choice (one correct answer) or Multiple Choice (several correct answers), enter options, and mark the correct ones.
6. On the Assignees tab, click Manage Assignees to choose the roles and individual users who should receive this training.
7. When everything is ready, click Publish.

warning

Publishing locks the training so it can no longer be edited. Finalize the content, assessment, and assignees first. A training must have a Training Manager set before it can be published.

How to assign (launch) a training

1. Open a published (Active) training and click Launch.
2. Review the Assignees list. The list is pre-filled from the roles and users you set up, expanded to all members of those roles.
3. Use Add user or Add by role to include more people, or the remove icon to drop someone — this affects only this launch, not the saved template.
4. Click Launch. Each person receives a training task. You can then open the launch from Training Instances to track progress.

note

You can also click Add to Training Matrix to schedule a training as a recurring competency requirement for a role.

How to complete my training

1. Open the training task from My Tasks.
2. Read the Instructions, then click Start Training.
3. On the Material step, open every document and link. Each shows a green check once viewed; you must review all of them to continue.
4. If there is an assessment, answer the questions. Your answers save automatically as you go.
5. Click Submit (or Mark Complete & Submit when there's no assessment) and confirm with your electronic signature.
6. You'll see your score. If you fail and attempts remain, click Retry Assessment to try again.

How to verify competency (managers)

1. Open the Training Verification dashboard. Instances awaiting your sign-off appear in the Pending Training Instances list.
2. Select an instance to open the verification panel. Only the assigned training manager can verify.
3. Choose the employees to act on. Expand any row with View answers to review what they submitted.
4. Confirm the three competency criteria — demonstrated understanding, can perform independently, and practical observation completed — add any Manager Notes, then click Approve & Close and sign. Approved employees become Verified.
5. To send someone back, tick Reject — Retraining required and click Reject & Send to Retraining. A fresh training is launched for them automatically.

Tips

• Document and external links are pinned to the version that was effective when the training launched, so trainees always see the right material.
• A published training can be unpublished back to Draft only if no one has been launched into it yet.
• Managers can Cancel Instance to stop a launch early, or remove an individual assignee — both require a recorded reason that is kept in the audit log.