Overview & User Guide
The ComplyFlow Training Module helps you manage workplace training and compliance in one place. You can upload courses, assign training to workers or staff, and track completion and compliance. This guide provides Staff administrators with everything needed to effectively manage online training for your workforce.
🎯 What You Can Do
With the Training Module, you can:
Upload and deliver online training (SCORM packages)
Automatically assign training based on roles, categories, or projects
Track compliance in real time using clear status indicators
Assign training in bulk to save time
Generate reports for audits and compliance checks
📚 How the Guides Are Structured
This documentation set consists of four guides designed to get you operational quickly:
1. [This Document] - Training Module Overview
You're reading it now! This provides the big picture and helps you navigate to the right guide.
2. Managing Training Courses Guide
Learn how to create, configure, and manage training courses.
Creating new courses
Uploading SCORM packages
Setting expiry periods
Managing Moodle integration
Best practices for course setup
Start here if: You need to set up new training courses or modify existing ones.
3. Assigning Training Guide
Master all methods of assigning training to your workforce (Workers and/or Staff).
Category-based assignment
Project requirements
Individual assignments
Bulk operations
Automated rules (Training Assigners)
Start here if: You have courses ready and need to assign them to workers.
4. Quick Reference Guide
Your daily companion for common tasks and quick lookups.
Status indicators
Quick task steps
Troubleshooting guide
Decision trees
Keyboard shortcuts
Start here if: You're already familiar with the system and need quick reminders.
🔑 Key Concepts
Understanding these concepts will help you use the system effectively:
Types of Training
SCORM Training: Online courses uploaded as ZIP files (up to 50MB)
External Training: Training completed outside ComplyFlow but tracked in the system
Offline / In-Person: Classroom or face-to-face training
Ways to Assign Training
Category-Based: Automatically assign training based on role or group
Project/Site-Based: Training required for specific sites or projects (e.g. inductions)
Individual: Assign training to specific people
Bulk Assignment: Assign once to many users
Training Assigners: Rules that automatically assign training when conditions are met
Compliance Statuses
✅ Compliant: Training completed and up to date
⚠️ Due Soon: Training will expire soon
❌ Non-Compliant: Training is overdue or expired
🔄 In Progress: Training has started but not yet completed
👥 User Roles & Permissions
Staff Administrator / Account Owner
Full access to create and manage courses
Assign training to all worker types
View all reports and analytics
Configure automated rules
Manage compliance requirements
Workers/Employees
View assigned training
Complete online courses
Access training history
Download certificates
Managers
View team compliance
Assign training to direct reports
Access team reports
💡 Best Practices for Success
1. Start Small
Begin with one critical training course
Test with a small group
Gradually expand once comfortable
2. Use Categories Effectively
Group workers with similar training needs
Leverage category-based assignment
Reduces manual work significantly
3. Set Realistic Timelines
Allow adequate time for completion
Consider worker schedules and availability
Set expiry alerts well in advance
4. Communicate Clearly
Inform workers about new requirements
Provide support resources
Celebrate completion milestones
5. Monitor Regularly
Check compliance dashboard daily
Address overdue training promptly
Run weekly reports
🛠️ Technical Requirements
Supported Browsers
Chrome (recommended) - version 90+
Firefox - version 88+
Safari - version 14+
Edge - version 90+
SCORM Packages
Format: ZIP file
Size: Maximum 50MB
Version: SCORM 1.2
Structure: Valid manifest file required
System Access
Valid ComplyFlow staff account
Training management permissions
Organisation administrator or training manager role
🚨 Common Scenarios & Solutions
Scenario 1: Onboarding New Employees
Create an Staff Category for the role
Assign mandatory training to the category
New employees automatically receive training
Monitor completion within 14 days
Scenario 2: Annual Certification Renewal
Set course expiry to 12 months
Configure 90-day expiry warning
Use Training Assigners for auto-renewal
Track renewals via Expiry Report
Scenario 3: Project-Specific Requirements
Create a Site/Project in the system
Add training requirements to the Site/Project
All project Workers receive training
Monitor via Project Compliance view
Scenario 4: Compliance Audit
Run Compliance Matrix report
Filter by date range needed
Export to Excel/PDF
Archive for audit trail
Ready to Begin?
Start with the Managing Training Courses Guide to set up your first course, then
move to the Assigning Training Guide to get training delivered to your workforce.
Keep the Quick Reference Guide bookmarked for daily use.