Training & Competency Management

The Training & Competency Management module lets you assign, deliver, and verify worker training across four delivery types — microlearning, certifications, practical assessments, and site inductions. Workers see what they need to complete on a single dashboard, KeyUsers track compliance with structured reports, and the system maintains an audit trail aligned with ISO 45001.

Accessing Training

Navigate to the Training Hub from the main navigation. The hub surfaces three management tiles for Key Users (Training Catalogue, Worker Roles, Assignments) and the My Roles & Training entry point that every worker uses to see their personal training surface.

Training Types

Each entry in the Training Catalogue has a trainingType that controls how it's delivered and verified:

• Microlearning — Slides and inline quizzes followed by a final exam, all in-app. Auto-completes when the worker passes the exam.
• Certification — External certificate (e.g. forklift license, first aid). The worker uploads the certificate PDF, AI extracts issue and expiry dates, and a KeyUser approves.
• Practical Assessment — On-the-job evaluation. A KeyUser ticks a checklist on the worker's behalf during observation; completion is recorded with the KeyUser as evaluator.
• Site Induction — Project-scoped onboarding. The worker walks through induction slides ending with a signature acknowledgment; the signed record is the proof of induction.

Built-in Training Library

QuickInspect ships with a system-wide library of 30+ ready-made microlearning trainings, available to every company out of the box. It covers the everyday safety topics most organizations need — PPE essentials, fire safety, manual handling, slips/trips/falls, ladder safety, working at height awareness, electrical safety, safe use of chemicals, noise and hearing protection, lone working, mental wellbeing, and more.

Every module in the library is:

• Exam-backed — content slides followed by a final exam, so completion is verified rather than just acknowledged
• Ready to assign — published and assignable immediately via Worker Roles, individual assignments, or company-wide requirements

Library trainings appear in your Training Catalogue alongside your own company content and count toward fit-for-work like any other training.

Worker Roles & Assignment Scopes

Trainings reach workers through five assignment paths:

• Worker Roles — A role (e.g. "Technician", "HSE Specialist") bundles required trainings. Workers assigned to the role inherit every training in that bundle.
• Company-Wide Required — Trainings every worker must complete regardless of role.
• Project — Trainings required of everyone working on a given project.
• Department — Trainings required of everyone in a department.
• Individual Assignments — One-off assignments to a specific worker, outside the role system.

The My Roles & Training page shows all three categories in one consolidated view, plus a status filter chip bar (Required / Pending / Completed / Expiring / Expired) that filters across every section in one go.

Fit-for-Work

The system computes a fit-for-work status for every worker based on the completion state of their role-required trainings. Only role-required trainings count — a one-off individual assignment does not move the badge.

There are four states, resolved in this order of precedence:

1. Pending verification — A role-required training has a completion submitted but not yet approved by a KeyUser. This outranks every other state, so approval queues stay visible rather than being masked by an otherwise-green badge.
2. Not fit (red) — One or more role-required trainings are missing, expired, or rejected
3. Fit with conditions (amber) — All trainings completed, but at least one is expiring soon (within the configured warning window)
4. Fit (green) — All role-required trainings completed and none expiring soon. Also returned when a worker has no role-required trainings at all — fitness is only as meaningful as the requirements behind it.

The fit-for-work badge appears on the worker's My Roles & Training page, on the KeyUser's worker profile, and on the Compliance Matrix report. KeyUsers can apply manual overrides via the override workflow when an external context justifies a different status.

AI Certificate Verification

When a worker uploads a Certification training's certificate PDF, the system extracts:

• Issue date of the certificate
• Expiry date (or "no expiry" if applicable)
• Certificate identifier or serial number
• Issuing body name

The extraction confidence is shown to the KeyUser during approval. KeyUsers can accept the AI-extracted values, edit them, or reject and request a corrected upload. All decisions are logged in the audit trail.

Gamification

Workers earn XP, build daily learning streaks (with a 1.5x XP multiplier after 3 consecutive days), and unlock 15 progression badges across five dimensions:

Dimension	Badges
Modules	First Steps (1) → Knowledge Seeker (10) → Knowledge Master (25) → Training Veteran (50)
Quizzes	Quiz Whiz (1) → Quiz Master (10)
Perfect scores	Perfectionist (1) → Star Student (5) → Genius (10)
Streak	On Fire (5d) → Unstoppable (10d) → Dedicated (30d)
XP	Rising Star (500) → XP Champion (1,000) → Legend (5,000)

A leaderboard ranks workers within a company by modules completed; individual workers can opt out from the leaderboard screen itself ("Hide me from leaderboard").

Training Reports

Key Users have three report types, plus a record of everything previously generated:

• Completion Reports — Full completion data including assignment scope, expiry dates, and approver attribution. Exports as PDF or Excel. Used for internal analysis.
• Compliance Matrix — Worker-by-training grid with status color-coding, role attribution, and expiry indicators. Exports as PDF only — a flat spreadsheet would lose the per-cell compliance colors that make the grid readable. Used for audits and team reviews.
• ISO 45001 Audit — Formal bundle with cover page, the worker-roles × required-trainings matrix, every completion in scope, the assessment attempt trail, fit-for-work overrides with their supersede chain, and gap-closure evidence. Generated entirely on your device — no file is uploaded to any server. Used for regulator and client submissions.
• Export History — Every report generated, by whom and with which filters.

Reports respect the same filter set used across the rest of the module — by status, by role, by department, by project, by assignment scope, by date range.

Recommendations & Auto-Closure

When the system detects a competency gap (for example, an incident root-cause analysis flags inadequate training for a specific worker on a specific topic), it generates a training recommendation. Recommendations are visible to KeyUsers in their notification center and as actionable items in the worker's profile.

A sweep runs every morning and auto-closes recommendations when the target worker has a valid completion for the recommended training — or for one you have mapped to it as an equivalent. Closed recommendations are kept in the audit trail for the original incident's compliance record.

Notifications

The training module sends a daily expiry digest by email, in the recipient's language:

• Workers receive their own upcoming and lapsed trainings.
• KeyUsers and Admins receive an escalation digest for the workers in their scope.

The digest runs each morning and uses configurable warning windows per training, so a worker is notified as each threshold is crossed rather than repeatedly for the same lapse.

What's Next?

• Risk Assessment — Connect competency gaps surfaced in incident analysis to risk assessment recommendations
• Hazardous Materials — Substance-specific training requirements link from the hazmat registry
• Team Collaboration — Managing user roles and feature access for training data