Purpose
This guide explains how to assign training courses to workers, employees, and contractors through various methods including categories, projects, and individual assignments.
Prerequisites
Training courses already created in the system
Access to worker/employee/contractor profiles
Understanding of your organisation's category structure
Understanding Assignment Methods
ComplyFlow offers multiple ways to assign training:
Method | Best For | Scope |
Category-Based | Role-specific training | All Workers or Staff in a category |
Project-Based | Project requirements | All Workers (and Staff, optional) on a project |
Individual | Specific person needs | Single worker |
Category-Based Assignment
Assigning to Staff Categories
1. Find the course you want to edit and select View/Edit
2. Navigate to the Course > Course Assignment > Staff Categories
3. Select the category from the dropdown (multiple selection allowed)
4. Select Save Assignment Configuration
Result: All current and future Staff user in this category receive the training
Assigning to Contractor Worker Categories
1. Find the course you want to edit and select View/Edit
2. Navigate to Course > Course Assignment > Worker Categories
3. Select the category from the dropdown (multiple selection allowed)
4. Select Save Assignment Configuration
Assigning to Plant Categories
1. Find the course you want to edit and select View/Edit
2. Navigate to Course > Course Assignment > Plant Operator Competency
3. Select equipment/plant category (e.g., "Forklifts", "Cranes")
4. Select the category from the dropdown (multiple selection allowed)
5. Select Save Assignment Configuration → Anyone assigned to operate this plant type will require the training
Tip: Use categories for training that applies to all Workers in a specific role or using specific equipment
Project-Based Assignment
Site/Project training is suited best to training completed before attending Site → for inductions that need to be completed when signing into Site (see
Adding Training Requirements to Projects
1. Find the course you want to edit and select View/Edit
2. Navigate to Course > Course Assignment > Sites Select your project
3. Select the Site/s from the dropdown (multiple selection allowed)
4. Select Save Assignment Configuration
Project Compliance Filters
This feature is only available to CF Admins. Please reach to support@complyflow.com.au for assistance.
For more specific requirements:
In the project, go to Compliance Filters
Create a new filter:
Name: e.g., "High-Risk Work Training"
Conditions: Role = "Electrician"
Required Training: Select relevant courses
Save the filter
Result: Only workers matching the filter criteria need the training
Individual Assignment
Assigning to a Single User
1. Navigate to Workers or Staff
Staff: Go to Staff > Staff list
Worker: Go to Suppliers > Workers > Worker List
2. Search and select the Worker or Staff
3. Select View
Worker List
Staff List
4. Go to the Training tab and select course(s) from dropdown
Staff: Select View > Settings > Online Training/Inductions
Worker: Select View > Compliance Settings > Online Training/Inductions
5. Select Assign Online Training
Assignment Notifications
Automatic Notifications
System sends notifications for:
New assignment (immediate)
Reminder (7 days before due)
Overdue notice (1 day after due)
Expiry warning (based on course settings)
Completion confirmation
Running Reports
1. Navigate to Training > Reports
2. Set filters:
Entity
Status
Training
Company
Site
Person Status
Date Range
3. Select Done
4. Select Download CSV to export as CSV/Excel
Competency Matrix View
1. Navigate to Reports > Competency Matrix (see Competency Matrix)
2. Select view by using the Filter option
By Type (Worker or Staff)
By Course (Online Training)
By Site/Project
By Category
3. Color coding:
Green: Compliant
Yellow: Due soon
Red: Overdue/Expired
Grey: Not required
Best Practices
Assignment Strategy
✅ DO:
Use categories for role-based training
Set realistic due dates (consider worker schedules)
Send advance notifications for mandatory training
Use projects for site-specific requirements
Review and update assigners quarterly
❌ DON'T:
Over-assign (causes training fatigue)
Set same due date for all training
Ignore completion rates
Forget to remove outdated assignments
Assign without notification
Troubleshooting
Common Issues | Solutions |
Worker can't see assigned training |
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Duplicate assignments appearing |
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Auto-assignment not working |
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