Training & Competency Tutorial

This tutorial walks through the end-to-end training workflow for both KeyUsers (rolling out training to a team) and workers (completing assigned training). It covers building the catalogue, creating roles, assigning trainings, the four delivery modes, certificate verification, and reading the compliance reports.

For the conceptual overview of what the module does, see the Training & Competency Management feature page.

Part 1: KeyUser — Set Up the Training Catalogue

Before workers can be assigned anything, the catalogue needs entries.

1. Navigate to the Training Hub in the main navigation.
2. Tap the Training Catalogue tile (KeyUser/Admin only).
3. Tap Add new training.
4. Fill in the catalogue entry:

Field	Description
Name (EN/DE)	Localized training name shown to workers
Description	What the training covers
Training type	Microlearning, Certification, Practical Assessment, or Site Induction (see Part 2)
Validity period	Days the completion remains valid before re-completion is required (0 = no expiry)
Pass threshold	For Microlearning: minimum exam score percentage
Equivalent trainings	Other catalogue entries that satisfy this requirement (Phase 36 equivalency expansion)
Slides	For Microlearning: ordered slides + inline quiz questions + final exam pool

Part 2: Choose the Right Training Type

Each catalogue entry has a trainingType that controls delivery and verification. Choose by what evidence proves completion:

Training type	Evidence	Worker action
Microlearning	Exam pass at the configured threshold	Walk through slides + quizzes + take exam in-app
Certification	External certificate (e.g. forklift license, first aid card)	Upload certificate PDF; KeyUser approves with AI extraction
Practical Assessment	KeyUser checklist tick during observation	KeyUser ticks the checklist on the worker's behalf
Site Induction	Signature acknowledgment	Walk through induction slides; sign at the end

The Record Completion CTA on the worker dashboard only appears for Certification and legacy null-type entries — for the other three types the worker taps the row to open the player and complete via the type's native flow (exam, signature, or KeyUser observation).

Part 3: Build Worker Roles

A Worker Role bundles required trainings so they can be assigned in one move.

1. From the Training Hub, tap Worker Roles.
2. Tap Add new role.
3. Name the role (e.g. "Technician", "HSE Specialist", "Site Foreman").
4. Pick an icon (the icon shows up next to the role name on every worker's My Roles & Training page).
5. Tap Required Trainings and add catalogue entries that anyone in this role must complete.
6. Save.

Now in the Assignments tile, you can assign the role to a worker — they automatically inherit every training in the bundle.

Part 4: Three Assignment Scopes

Beyond roles, there are two more ways to assign training:

• Individual Assignment — One-off assignment to a specific worker. Useful for exceptions ("This worker needs a special module that isn't part of any role"). Assign from the Assignments tile.
• Company-Wide Required — Trainings every worker in the company must complete. Configured in Settings → Training. Useful for company-wide policy training (e.g. "Code of Conduct").

A worker's My Roles & Training page shows all three categories side by side: Individual Assignments, Company-Wide Required, and one card per assigned Role with the role's required trainings expandable inside.

Part 5: Worker — Complete Trainings

When a training is assigned, the worker sees it on their My Roles & Training page (under the Training Hub or via push notification).

1. The page opens with the Fit-for-Work badge at the top — green / amber / red based on role-required completion state.
2. The status filter chip bar below the badge filters across every section in one tap (All / Required / Pending / Completed / Expiring / Expired).
3. Source labels on each row indicate where the training came from: a primary-tinted Via {Role} chip with a shield icon means this training counts toward the fit-for-work badge.
4. Tap the row to open the player or detail screen. After completion, popping back to the page refreshes the resolved training list automatically.

Microlearning completion

The player loads slides one at a time. Inline quizzes gate forward navigation — a worker can't skip past a quiz without answering. After the last slide, the exam transition screen appears; tap Start Exam to begin. Pass at the configured threshold to auto-complete; fail to enter the retry policy (configurable max attempts + cooldown).

Certification upload

For Certification trainings, tap Record Completion on the row. Upload the certificate PDF. The system extracts:

• Issue date
• Expiry date
• Certificate identifier / serial number
• Issuing body name

The worker can edit any extracted field before submitting. The completion goes to PendingApproval until a KeyUser reviews it.

Site Induction signature

The induction player walks through slides ending in a signature pad. Sign with finger or stylus, tap Submit. The signed record is the proof of induction.

Practical Assessment

The KeyUser observes the worker performing the activity, then ticks the checklist on the worker's behalf in the catalogue's assessment screen. The completion is logged with the KeyUser as evaluator.

Part 6: KeyUser — Approve Pending Certifications

When a worker uploads a certificate, the KeyUser sees a notification.

1. Open the Pending Approvals view (Notification center → tap the entry, or Training Hub → Assignments).
2. Review the AI-extracted fields and the certificate PDF side-by-side.
3. Accept, edit, or reject the extraction. All decisions log to the audit trail.
4. On approve, the completion flips to Completed; on reject, the worker gets a notification to resubmit.

Part 7: Read the Compliance Reports

Three report formats are available from Training Hub → Reports (KeyUser/Admin only):

• Compliance Matrix — Worker-by-training grid for audits and team reviews. Filter by role, status, assignment scope.
• ISO 45001 PDF — Formal export with cover, table of contents, training-by-training sections, and certificate hyperlinks. Use for regulator and client submissions.
• Excel Export — Full completion data including assignment scope and approver attribution. Use for internal analysis.

All three respect the same filter set as the rest of the module. A weekly compliance digest fires every Monday at 9:00 UTC summarizing expiring + expired + pending-approval items.

Part 8: Understand Recommendations & Auto-Closure

When the system detects a competency gap (for example, an incident root-cause analysis flags inadequate training on a topic), it generates a training recommendation. KeyUsers see these in the notification center and on the worker's profile.

A nightly sweep auto-closes recommendations once the target worker completes the recommended training (or an equivalent one, per the equivalency expansion rules). Closed recommendations stay in the audit trail of the original incident — they don't disappear.

This is the closed-loop part of the HSE system: an incident exposes a gap, the gap creates a training requirement, the worker completes the training, the system records that the gap is closed, and the incident's compliance record now reflects it.

What's Next?

• Training & Competency Management feature page — Conceptual reference covering all module surfaces
• HSE Management Tutorial — Findings, incidents, and how training recommendations are generated from incident root-cause analysis
• Team Management Tutorial — Managing user roles and feature access for training data