Who Is This For?
All Users / Learners – completing assigned training
People Managers – helping team members locate their assignments (view-only)
QA / Administrators – verifying user status and notifications (context)
How to Do It?
Step 1: Check your email inbox for training notifications
Training notifications are emailed automatically when a new training record is created for you. Open the email and follow the link to your assignment.
📎 Reference: Updating Profile and Notifications
Step 2: View your assigned training records
You can access your training from two places inside SimplerQMS.
Option 1: My Work Dashboard (quick actions)
Option 1: My Work Dashboard (quick actions)
Click My Work in the sidebar.
Look for Training view under the Assigned to me column.
📎 Reference: Using the My Work Dashboard
Option 2: My Training (full overview)
Option 2: My Training (full overview)
Go to Training > My Training in the sidebar.
Review the list of assigned training records and their Status.
📎 Reference: Searching and Filtering Records
Step 3: Read and acknowledge the training record.
Each training record is connected to a document or template you must review.
From My Work, select the relevant Training record.
Review the document preview that opens.
Read the document carefully to complete the learning requirement.
Click Mark as Completed at the bottom of the document preview.
Choose Approve and Sign, then enter your SimplerQMS username and password to apply your electronic signature.
💡Tip: If the document opens in a separate viewer, scroll through all pages to ensure the system records your review.
💡 Tip: When document training is triggered by a document update, the training details include a Changes in this version summary highlighting what has changed, so you can quickly identify the updates requiring your attention.
📝 Troubleshooting: Can’t find your training?
📝 Troubleshooting: Can’t find your training?
Check Training > My Training for a full list.
Review Profile and Notifications to ensure you receive emails.
If the issue persists, contact your QA/Admin to verify your access.
Tips
💡 Use My Work Dashboard for quick actions; use My Training for a complete overview and status checks.
💡 If you’re interrupted, you can return anytime via Training > My Training to finish and sign.
💡 Keep your notification settings up to date so you don’t miss new assignments.
💡When a new document is added to an existing training rule, you only need to complete the new training record for that document. You don’t need to repeat training you’ve already signed off on.