Training Programs & Assignments
Training programs with completion rates, overdue assignments, and upcoming due dates. Overdue training is a compliance gap that can shut down production — regulators verify that every person performing a task has documented training for that task. Review overdue assignments and use your approved training procedure to determine the next action. Recurring-training scheduling is not available. Where enabled, training due dates can also be shown on the Quality Calendar.Training Matrix
Shows each employee against required SOP, work instruction, and quality-system training with complete, due-soon, overdue, or not-required status. Role-based training evidence proves that only qualified personnel perform GMP activities. Scan for flagged cells, then prioritize overdue training for employees assigned to active production or QA tasks.Training Records
Lists assignment status, completion dates, expiry dates, and scores for each training requirement. Training records are inspection evidence — they must be attributable, dated, and tied to the controlled document version or procedure in effect. Use search to find a person or SOP quickly during audits, onboarding, or post-revision retraining checks.Filter the training matrix
When employee-group training is enabled, administrators, QA managers, and reviewers can combine employee group, role, and training program filters. Select one value in each relevant control; all selected dimensions must match. Use Clear filters to restore the unfiltered view. The filtered summary shows the matching employees and completed assignments. It does not change the organization-wide Training Completion headline or create assignments. An empty result means no employees match those filters. Operators do not gain these management filters from this release.Create or retire a curriculum version
With employee-group training enabled, administrators and QA managers can manage curriculum versions. Reviewers can inspect the available curriculum information but cannot perform these lifecycle actions.- Open Training → Curricula and select a curriculum.
- Select New draft version when no draft already exists. Published versions stay frozen.
- Edit the draft and complete the existing publication requirements before publishing it. A draft is not an effective training requirement.
- To take a published version out of service without a successor, select that version, enter a retirement reason of at least 10 characters, and select Retire version.
Version and due-date checks
Version-specific document training requires an approved document revision. A draft or in-review revision is refused; choose the approved revision instead of treating the latest draft as effective. Read Due date separately from completion and expiry dates. Training Completion measures completed assignments, not simply the absence of overdue work.Certificates and licences (where enabled)
Where employee certificates are enabled, Operations → Certificates and licences lists external certificates and licences such as WHMIS or a forklift licence. Administrators, QA Managers and Reviewers see everyone’s certificates and can filter by status. Other users see their own. The same register appears in each employee’s training file. To add a certificate:- Select Add certificate or licence.
- Enter the certificate type, issuer, reference and issue date.
- Set Expiry to Has an expiry date, Does not expire or Unknown.
- Select Save certificate.
- Upload evidence (PDF, PNG or JPEG, up to 25 MiB) where attachments are enabled.
Expiry alerts (where enabled)
Where certificate expiry alerts and in-app notifications are enabled, the certificate holder gets an in-app notification 30 days before expiry, again 7 days before, and from the day after expiry for 30 days. Only the holder is alerted. Alerts are reminders, not a validity or competency decision. Expiry dates can also be shown on the Quality Calendar.SOP training coverage (where enabled)
Where SOP training coverage is enabled with employee-group training, Administrators, QA Managers and Reviewers can check how effective SOPs map to training.- Operations → SOP Coverage lists effective SOPs with no training program in a published version of an active curriculum. Each row shows No program or Program in no curriculum. Filter by category.
- On a document page, Training coverage counts the active people who are trained, due, overdue or need retraining, and lists the linked programs, published curricula and group requirements.