Four matrix objects
| Object | Role |
|---|---|
| Learner role | Job function on a person (multiple roles allowed) |
| Curriculum | Set of training requirements a role must complete |
| Training requirement | One item in a curriculum (read, ILT, quiz, etc.) |
| Training assignment | Runtime task for the learner |
Assignments issue only when all four are trainable and material is Effective or Ready for Training.
People and eligibility
- Learners are person records linked to vault users.
- Eligible qualification plus assigned roles required for issuance.
- Not eligible: no new assignments.
- Contractors without vault users may still get assignments; completion may be tracked offline.
Trainable and retire
Requirement type cannot change after create. Retired roles/curricula/requirements cannot return to trainable — create new records if needed.
Retire stops new assignments; open ones may cancel.
Materials
Vault document materials come from QualityDocs. Draft/review documents are not issuable until Ready for Training or Effective.
Study Training matches study/country/site; the quality role matrix does not depend on Study Training.
Admin checklist
- Define learner roles.
- Create curricula and link roles.
- Add requirements and materials.
- Assign roles on persons; set eligibility.
- After effectiveness, run issuance jobs.
FAQ
| Symptom | What to check |
|---|---|
| No assignments | Four trainable flags, eligibility, document state |
| Old SOP after revision | Update Training Assignments / Issue Training; material version |
| R&U duplicate | Matrix reads use Training, not R&U |