🚀 Common Tasks - Quick Steps
Creating a Training Course
Training Courses → Add Training Course
Enter: Name, Code, Type, Expiry
Upload SCORM or enter Moodle ID
Save
Assigning to a Category
Configuration → [Category Type] → Select Category
Training Courses (Test) tab → Add Training Course (Test)
Select courses → Set Mandatory → Save
Assigning to Individuals
Workers → Select worker → Training tab
Assign Training → Select courses
Checking Compliance
Training → Report
Filter by Project/Category/Worker
Export report if needed
📋 Assignment Methods Comparison
Method | When to Use | Notes |
Category | Same role = same training | Automatic for new joiners |
Site/Project | Project-specific requirements | Ensures compliance |
Individual | Unique requirements | Precise control |
🔢 Key Limits & Settings
Setting | Limit/Range | Default | Notes |
SCORM file size | Max 50MB | ZIP format only | |
Course name | 255 characters | Use clear, descriptive names | |
Expiry period | 1 month - 10 years | 12 months | Or "No expiry" |
Alert period | 7-365 days | 30 days | Before expiry |
Due date | Up to 2 years ahead | 30 days | From assignment |
🎯 Decision Tree: Which Assignment Method?
Need to assign training?
├─ Same training for all in a role?
│ └─ YES → Use CATEGORY assignment
│
├─ Specific to a project/site?
│ └─ YES → Use PROJECT assignment
│
├─ Based on conditions/rules?
│ └─ YES → Create TRAINING ASSIGNER
│
└─ Individual requirements?
└─ YES → Use INDIVIDUAL assignment
📝 Course Types Explained
Type | Use For | Features | Integration |
CF courses | CF courses | Auto-sync, quizzes | Full LMS integration |
SCORM | Package-based | Self-contained, trackable | Upload ZIP file |
Offline | Classroom | In-person training | Manual recording |
🚨 Troubleshooting Quick Fixes
Problem | Quick Fix | If That Doesn't Work |
Can't see course | Check filters/status | Check permissions |
Assignment failed | Verify worker active | Check category membership |
SCORM won't upload | Check file size (<50MB) | Verify ZIP format |
Duplicate assignments | Check categories & projects | Review assigners |
No notifications | Check email settings | Verify worker email |
Report empty | Adjust date range | Check filters |
Sync not working | Manual sync button | Check Moodle connection |
📧 Notification Triggers
Event | When Sent | Recipients | Can Disable? |
New assignment | Immediately | Worker | No |
Due reminder | 7 days before | Worker | Yes |
Overdue | 1 day after due | Worker + Manager | Yes |
Expiry warning | Per course setting | Worker + Admin | No |
Completion | Upon passing | Worker + Admin | Yes |
Failure | Upon failing | Worker + Admin | Yes |
📈 Report Types
Report | Shows | Best For | Export Format |
Assignment Overview | All assignments | Daily management | CSV, Excel |
Competency Matrix | Status grid | Quick visual check | PDF, Excel |
Expiry Report | Upcoming expiries | Planning renewals | CSV, Excel |
Online Training > Report | Finished training | Audit trail | CSV, PDF |
Non-Compliance | Overdue/failed | Follow-up actions | CSV, Excel |
🔗 Quick Links Reference
Need to... | Go to... |
Create course | Training Courses → Add |
Assign training | Multiple options (see methods above) |
Check compliance | Reports → Competency Matrix |
View completion records | Training → Reports |
Configure categories | Configuration → Categories (OCF only) |
Set up automation | Training Assigners |
View Worker training | Workers → [Worker] → Training |
Export data | Any list view → Export button |
Configure alerts | Training course → Edit → Alert settings |