Tracking Training Completion

Who Is This For?

Training/Learning Admins — tracking organization-wide progress
QA / Administrators — overseeing compliance and escalations
Process/Department Managers — checking team-specific completion

How to Do It?

Option 1: From the Organization Training

Go to Training → Organization Training from the sidebar.
Use the in-list search box or sort by column headers to locate records.
Check the Organization Training Status panel for:
- % completed of assignments
- Total completed, pending, and overdue records
- Average completion time and total overdue count

💡Tip: Filter by status (Completed, Pending, Overdue) to focus on what needs attention. Use this overview for audits and management reviews to demonstrate training effectiveness.

📎 Reference: Setting up training requirements

Option 2: From the Training Rules list

For rule-specific insights, go to Training → Training Rules.
Use search or sort to find the rule you want to review, then open it.
Inside the rule, view:
- Training Matrix — per-user status per document
- Training Records — detailed entries with status and due dates

💡Tip: Use the matrix to quickly identify who is pending on which document.

Troubleshooting missing or unexpected records

Confirm the source document is Effective or For Training.
Ensure the training rule is Active and has at least one user or group assigned.
If a document was recently updated, new records may generate based on your rule and retraining settings.
For targeted checks, compare the Organization Training view with the rule’s Training Matrix to isolate scope differences.

📎 References:

Tips

💡 Investigate spikes in Overdue by checking the rule’s Timing and Retraining settings.
💡 Prefer groups for assignments; when staff changes, updates to the group auto-refresh who must train.
💡 If records didn’t generate, confirm the document is Effective or For Training and the rule is Active with assignees.