Training Management

Module

Overview

Unifize’s Training Management module ensures that employees are always trained to the latest version—automatically. It links training assignments to document lifecycles, ensuring that nothing falls through the cracks when an SOP changes.

Key Features and Benefits

Each feature in Training Management ensures continuous compliance, faster rollouts, and complete traceability.

Feature	Benefit
Auto-assignment of training upon document release or revision	Ensures employees are always trained to current procedures
Role and department-based training groups	Streamlines large-scale assignments by team, site, or function
Embedded quizzes and version-linked tracking	Validates comprehension and ensures alignment to document versions
Real-time training status by user or group	Enables managers to monitor and intervene before gaps emerge
Timestamped records for audit and compliance	Proves who was trained, on what, and when
Revision-triggered re-training logic	Eliminates manual follow-ups when SOPs are updated

Included Processes

Training Management operates through modular processes that define, assign, and verify role-based training.

Process	What it does
Training Module	Houses course content, document links, and quiz requirements
Training Record	Tracks assignment, completion, and acknowledgment by the user
Training Group	Defines cohorts based on role, department, or site
Quiz Question	Stores individual assessment items for training modules
Quiz Question Template	Reusable structure for building new quizzes

Role Permissions

Training Management supports both content administrators and frontline learners. This table clarifies what each user type can do—ensuring the right people can assign, track, and complete training without bottlenecks or compliance gaps.

Action	Full	Limited	Free
View assigned training	✅	✅	✅
Assign training based on roles or groups	✅	❌	❌
Create and managing training modules	✅	❌	❌
Link documents to training	✅	❌	❌
Monitor completion status by user or department	✅	✅	❌
View quiz results and pass rates	✅	✅	❌
Complete assigned training	❌	❌	✅
Acknowledge training completion	❌	❌	✅
Participate in training record comments	✅	✅	✅
Trigger retraining based on document revision	✅	❌	❌

Licenses and Entitlements

The licensing structure ensures each user has the right level of control—whether authoring training, managing completion, or participating.

Full	Create training content, assign records, track compliance
Limited	Monitor and validate team-level completions
Free	View training content and complete assignments