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24.04.2026 - Release Notes

Training Requirements & Reporting allows you to define training expectations, monitor progress, and identify missing or overdue training. It ensures that only relevant training activities are counted toward completion and provides clear visibility into training status across your organization.

1. What You Can Do

With this feature, you can:

  • Mark documents as required for training
  • Define who must be trained using roles, teams, or rules
  • Set required coverage (%) for completion
  • Define training validity (once-off or recurring)
  • Track training progress across documents and programs
  • Identify training gaps at user level
  • View data in list and matrix views
  • Access audit-ready training history

2. Setting Up Training Requirements on Document Level

To set them up:

  • Enable Training Required on a document
  • Select the required trainees (roles, teams, etc.)
  • Define required coverage (default is 100%)
  • Set training validity:

    3. Programs and Events

    Training programs group related training, while events are where training happens. We have enhanced the feature such that programs and events now support more flexible configuration.

    • Materials are classified as:
      • Required Material (counts toward completion)
      • Supporting Material (informational only)
    • Only Qualification Material impacts training status

    Event editing depends on status:

    • Draft → fully editable
    • In progress → only trainers and trainees can be changed
    • Completed → read-only

    You can add or remove participants during an ongoing event, but users who have already completed training cannot be removed.

    4. Training Progress 

    Training Progress provides a high-level view of compliance.

    It shows:

    • Completion percentage (e.g. 80%)
    • Completion ratio (e.g. 8/10 trained)
    • Effective date
    • Status 

    This is available for both:

    • Documents
    • Programs

    5. Gap Analysis

    Gap Analysis helps you understand who is missing training and why.

    You can view this from two perspectives:

    • Document-based → who hasn’t completed training of a specific document
    • Program-based → who hasn’t completed a program

    For each user, you can see:

    • Last training status
    • Last event
    • Next scheduled training

    The gap analysis also has a Matrix View to provides a quick, visual overview of training status across teams.

    Tips and Best Practices

    • Use Required Material carefully, as it determines completion
    • Review Gap Analysis regularly to catch missing training early
    • Finalize training settings before documents become effective, as they cannot be changed afterward