Two issuance paths
| Path | Behavior |
|---|---|
| Update Training Assignments (scheduled) | Scans matrix; one assignment per ready requirement per eligible learner |
| Issue Training | Queues one ready requirement only |
Cancel, recurrence, and retraining stay on scheduled jobs. Direct assignment is a separate creation source.
Ready to issue
All of:
- Trainable role, curriculum, requirement, person eligibility;
- Person has role and eligible qualification;
- Material Effective or Ready for Training;
- No open assignment for that requirement (Issue Training).
Otherwise skip that learner or requirement.
Learner completion
- Notification when assignment is Assigned.
- Open My Learning.
- Complete by requirement type: read/sign, ILT, external proof, OJT, quiz.
Completion stays on the assignment for audit.
Administrator actions
| Action | Typical entry |
|---|---|
| Matrix catch-up | Update Training Assignments or nightly job |
| Urgent single requirement | Issue Training on requirement |
| Retrain / cancel | Scheduled jobs or admin actions per config |
After document effectiveness, issuance often runs the same week.
FAQ
| Symptom | What to check |
|---|---|
| Issue Training no-op | Not ready, ineligible, open assignment exists |
| Contractor cannot sign | May be by design; offline tracking |
| Duplicate assignments | Schedule vs manual Issue Training rules |