What Training manages
Training keeps a role-based matrix and issues the materials, classes, and evaluations a person must complete, with a completion record. It is used together with QualityDocs. Vault documents are the source of document training materials.
Study Training is the same application aimed at clinical trials. It matches curricula by study, country, and site. The quality role matrix does not depend on that connection.
The four matrix records
A learner receives a training assignment only when all four of these records are in a trainable state.
| Object | Meaning |
|---|---|
| Learner role | A job or function on a person. One person can have several roles |
| Curriculum | The set of training requirements a role must finish |
| Training requirement | One item in a curriculum. The curriculum is complete only when every requirement under it is satisfied |
| Training assignment | The task the learner actually does: read and sign, attend class, provide outside evidence, complete an on-the-job evaluation, or take a quiz |
The type of a requirement cannot be changed after it is created. A role, curriculum, or requirement that has been retired cannot be made trainable again. If it was retired by mistake, create a new record. Leaving the trainable state stops new assignments. Assignments that are already open are cancelled.
Who receives training
The learner is a person record, not the user account itself. One person points at one user. The system considers issuing an assignment only when training eligibility is Eligible and a learner role is already assigned. Ineligible or blank eligibility does not issue.
A learner without a vault account, such as a contractor, can still receive matrix assignments. Those assignments do not start a completion workflow. A training administrator follows the open ones.
When assignments are issued
Update Training Assignments checks the matrix on a schedule. When all four records are trainable and the material is in a trainable document state (Effective, or Ready for Training), it issues one assignment per requirement. If any piece is missing, that requirement is not issued.
A requirement in the ready state can Issue Training immediately. That action queues learners who are already on the matrix and Eligible for this requirement only. It does not scan the whole vault. An open assignment is not issued again. Cancellation, recurrence, and retraining stay on the scheduled job.
A document becomes issuable material after it is Ready for Training or Effective. An impact assessment can be started earlier. An unfinished assessment does not block those document states. See the controlled document lifecycle.
A direct assignment is a separate creation source. It is not one of the four reasons: matrix update, document update, recurrence, and retraining.
Completion
After an assignment moves to Assigned, the learner is notified and completes it according to the requirement type: read and sign, attend class, submit outside evidence, complete an on-the-job evaluation, or take a quiz. The completion stays on the assignment for inspection.
Where to start
| Goal | Article |
|---|---|
| Roles, curricula, requirements | Configure the matrix |
| Issue and complete | Issue training and complete assignments |
| When documents are issuable | Controlled document lifecycle |
Administrators use requirement and assignment lists; learners use My Learning. Update Training Assignments is usually scheduled or admin-driven.
FAQ
| Symptom | What to check |
|---|---|
| No assignment after new effective SOP | Run matrix update; material must be RTF/Effective |
| Learner without vault user | Contractors may get assignments; offline completion |
| vs Study Training | Quality matrix independent; clinical vault configures Study Training separately |