Purpose
This guide helps staff administrators create, configure, and manage online training courses in ComplyFlow.
Prerequisites
Staff account with training management permissions
Access to the Client portal
Account Owner or Staff/Worker Training management role(s)
SCORM package(s)
A SCORM package is a standardised, self-contained ZIP file containing eLearning content (HTML, media, etc.) that allows it to be easily shared and tracked across different Learning Management Systems (LMS)
Accessing the Training Module
1. Log in to the ComplyFlow Client portal
2. Navigate to Training from the main menu
3. You'll see the training course management dashboard
Creating a New Training Course
Step-by-Step Process:
1. Select Add Course on the training courses page
2. Fill in the required fields:
Course Name: Enter a descriptive name (e.g., "Site Safety Induction")
Course Configuration:
Expiry Period: Set how long the certification is valid:
Options range from 1 month to 10 years
Select No Expiry if permanent
3. For SCORM Packages:
Click Upload SCORM Package
Select your .zip file (max 50MB)
Wait for upload confirmation
4. Select Save Course
Success Indicators:
Training course created successfully message appears
Course appears in your training course list
Course ID is generated
Editing Existing Training Courses
1. Navigate to the Training Courses list
2. Find the course you want to edit
3. Select Edit > Edit Course
4. Make your changes:
Update course details
Modify expiry settings
Assign to Categories, Sites/Projects (as required) → see Assigning Online Training
Upload new SCORM package
5. Select Save Course
Warning: Changing expiry periods affects all future completions but not existing ones
Managing Course Settings
Configuring Expiry and Alerts
Expiry Period Options:
1, 3, 6, 12 months
2, 3, 4, 5, 10 years
No expiry (permanent certification)
SCORM Package Management
Uploading a SCORM Package:
Ensure file is in .zip format
Maximum size: 50MB
Must be SCORM 1.2
Previewing SCORM Content:
Select Preview next to the course name
Test the course flow
Verify completion triggers work
Viewing Course Details
1. Click on the course name or select View
2. You'll see:
Complete course information
List of assigned categories/projects
Course Status Management
You can check the status of your courses by going to Training > Report > Online Training Report.
Understanding Course Statuses:
Completed: Course finished and valid
Expired: Course completed but expired and must be retaken
Not Done: Course not yet completed
Common Tasks Quick Reference
Task | Location | Action |
Create course | Training Courses | Select Add Course |
Upload SCORM | Add/Edit Course | Upload SCORM Package and select Save Course |
Change expiry | Edit Course | Select from Expiry Period dropdown |
Preview course | Course List | Select Preview |
View assignments | Course Details | Click course name → Assignments tab |
Check completions | Course Details | Click course name → Results tab |
Export data | Training Courses | Select Download CSV |
Need Help?
Course won't save: Check all required fields are filled
SCORM not uploading: Verify file is under 50MB and properly zipped
LMS sync failing: Check Course ID and integration settings
Can't see course: Check your permissions and organisation filter