Training & Competency

The Training module helps you manage training courses, set competency requirements by role, schedule training events, and track compliance.

Training course catalog with course details and status

Sidebar location: Compliance > Training

The Training module is organized into five tabs:

Courses Tab

Manage your training course catalog.

Creating a Course:

1. Click "New Course"
2. Fill in the form:

Field	Description	Required
Name	Course title	Yes
Description	What the course covers	No
Category	Training category (configurable)	No
Duration (Hours)	How long the course takes	No
Frequency	One-time or Recurring	No
Recurrence (Months)	If recurring, how often (1-120 months)	If recurring
Status	Active or Inactive	No
Is Mandatory	Whether completion is mandatory	No
Process	Link to related process	No
Document	Link to training material document	No

Requirements Tab

Define which job roles require which training courses. This creates a competency matrix.

• Select a Job Role
• Assign required Courses
• Set the Renewal Frequency (how often retraining is needed)
• Set the Effective Date

Events Tab

Schedule and manage training events (sessions).

Creating a Training Event:

1. Click "New Event"
2. Fill in the form:

Field	Description	Required
Course	Select which course this event is for	Yes
Training Date	When the training takes place	Yes
End Date	End date (for multi-day training)	No
Trainer	Name of the trainer/instructor	No
Location	Physical location or virtual meeting link	No
Status	Planned, Scheduled, In Progress, Completed, or Cancelled	No
Max Participants	Maximum enrollment limit	No
Notes	Additional notes	No

3. After creating the event, add participants using the "Add Participants" dialog

Training Event Detail Page:

Tab	Content
Participants	List of enrolled staff. Track attendance and completion status (attended/completed/failed/absent).
Documents	Training materials and evidence (certificates, sign-in sheets)

Calendar Tab

Calendar view of scheduled training events

A calendar view showing all training events. Navigate between months and click on events to view details.

Compliance Tab

A compliance dashboard showing:

• By Role — For each job role, which required courses have been completed and which are pending
• By Person — For each staff member, their training completion status
• Overdue Training — Highlighted rows for training that is past due
• Completion Rate — Overall training compliance percentage