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.
Note
Training & Competency Management is available to users with Standard, Key User, and Admin roles. Free-tier users have read-only access to their own assigned trainings.
Accessing Training
Navigate to the Training Hub from the main navigation. The hub surfaces three management tiles for KeyUsers and Admins (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.
Worker Roles & Assignment Scopes
Trainings reach workers through three 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.
- Individual Assignments — One-off assignments to a specific worker, outside the role system.
- Company-Wide Required — Trainings every worker must complete regardless of role.
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:
- Fit (green) — All role-required trainings are completed and not expired
- Fit with conditions (amber) — All trainings completed, but one is expiring soon (within the configured warning window)
- Not fit (red) — One or more role-required trainings are missing, expired, or rejected
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.
Tip
Trainings that count toward fit-for-work are visually marked on the worker's training list — the Via {RoleName} source-label chips render with a primary tint and shield icon, so workers can see at a glance which rows the fit-for-work badge above is computed from.
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 of the leaderboard from their profile.
Training Reports
KeyUsers and Admins have access to three structured report formats:
- Compliance Matrix — Worker-by-training grid with status color-coding, role attribution, and expiry indicators. Used for audits and team reviews.
- ISO 45001 PDF — Formal export with cover, table of contents, training-by-training sections, completion history, and certificate hyperlinks. Confidential watermarking applied. Used for regulator and client submissions.
- Excel Export — Full completion data including assignment scope (Role / Individual / Company-Wide), expiry dates, and approver attribution. Used for internal analysis.
Reports respect the same filter set used across the rest of the module — by status, by role, 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 nightly sweep auto-closes recommendations when the target worker completes the recommended training (or an equivalent one, per the equivalency expansion rules). Closed recommendations are kept in the audit trail for the original incident's compliance record.
Notifications
The training module emits notifications via the unified notification dispatcher:
- Training expiry warnings (Worker + KeyUser) — Configurable warning windows per training
- Pending approval reminders (KeyUser) — When a Certification has an unreviewed certificate upload
- Recommendation creation (KeyUser) — When an incident or assessment generates a new training recommendation
- Weekly compliance digest (KeyUser) — Monday 9:00 UTC summary of expiring, expired, and pending-approval items
All notifications appear in the in-app notification center, are mirrored to the device's push notification surface, and respect the worker's per-channel opt-out preferences.
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