Training

Training covers two things: competency records (who's trained on what, and when it expires) and a content-delivery LMS (author courses with lessons and a quiz, assign them, and record completions automatically). Worker licences and certifications are a separate register — see worker credentials.

Record a completion

1. Add courses to the catalog first (Courses button): title, category, and how many months a completion stays valid (0 = no expiry). Courses carry a regulatory standard, including MSHA Part 46 (surface/aggregate) vs. Part 48 (underground & metal/nonmetal). The catalog can also be bulk-loaded from a spreadsheet via import.
2. On Training & competency, 📷 scan the paper training certificate (photo or PDF): the AI prefills the trainee, completion date and trainer, and lower-confidence fields are flagged for a double-check. The course itself is always a manual pick from the catalog.
3. Fill in the rest of Record a completion — site, course, trainee (from your roster), trainer, evidence — and click Record completion. The expiry is computed from the course's validity.
4. A record with a stored certificate shows a 📄 link in the Cert column — click it to view the original document.

Deliver a course (LMS)

1. Go to Course authoring, pick a course, and add lessons and an optional quiz (questions with a passing score). Save course content — the course is now deliverable.
2. Assign the course to workers.
3. Workers open My training, read the lessons, and take the quiz. Passing (or acknowledging a quiz-less course) records the completion automatically — it flows straight into competency, expiry, and the role matrix. A failed quiz can be retaken.

Role matrix and gaps

Define a role training matrix — the courses each role requires — then view each worker's status per course: valid / expiring / expired / missing.

What happens automatically

• A record within 30 days of expiry flags expiring soon (amber); past expiry it flags expired (red). Both are picked up by the escalation sweep, which notifies the certificate holder.
• Training expiry dates also appear on the compliance calendar and its .ics feed.
• An expired or expiring record shows a Raise CAPA button — one click opens a retraining corrective action, and the row links to it.

Related

• Worker credentials & licences — External licences and certifications alongside internal training
• People — The roster training records attach to
• Vaccinations & TB screening — Another per-worker qualification tracked over time
• Controlled documents — Policies requiring real-user acknowledgment, like training