Onboarding Packs

Onboarding Packs are curated collections of documents that are automatically assigned to new users when they join the team. Each active pack creates training assignments so that new employees receive and acknowledge required documentation as part of their onboarding.

Note

Onboarding packs are separate from document lifecycle training. Document lifecycle training is triggered when a document is approved or revised. Onboarding packs are assigned when a new user is added to the system or manually assigned by an administrator.

Open Onboarding Packs

1. On the left sidebar, select Admin.
2. In the admin sidebar under User Management, select Onboarding Packs.

The pack list displays all existing onboarding packs with their name, description, document count, status (Active or Inactive), and available actions.

Create an onboarding pack

1. On the Onboarding Packs tab, select + Create Onboarding Pack.
2. Enter the Pack Name (required).
3. Enter an optional Description (for example, “New Employee Onboarding” or “Lab Safety Orientation”).
4. Check or uncheck the Active checkbox:
   • Active packs are automatically assigned to new users.
   • Inactive packs exist in the system but are not automatically assigned.
5. Select documents to include by checking the checkbox next to each document in the list.
6. Review the selected document count shown at the bottom.
7. Select Create Onboarding Pack.

Tip

Include essential SOPs, quality policies, and safety documents. Keep packs focused on specific topics (for example, “Quality System Overview”, “Lab Safety”, “GMP Essentials”) rather than creating one large pack with everything.

Edit an onboarding pack

1. On the pack row, select Edit.
2. In the edit modal, modify the name, description, active status, or document selection.
3. Select Update.

Search within onboarding packs

Use the search bar at the top of the Onboarding Packs section to filter and find specific users or documents within a pack.

Assign a pack to existing users

Active packs are automatically assigned to new users. To manually assign any pack to existing users or groups:

1. On the pack row, select Assign Users.
2. In the assignment modal, use the search bar to find specific users, or check the checkboxes next to the users who should receive this pack.
3. You can also assign by group — select a Job Function group to assign the pack to all members of that group at once.
4. Review the selected user count.
5. Select Assign to N Users.

The selected users receive training assignments for all documents in the pack.

Delete an onboarding pack

1. On the pack row, select Delete.
2. In the confirmation dialog, select Delete.

Caution

Deleting a pack does not remove or affect existing training assignments that were already created from the pack. Only future assignments are prevented.

How onboarding packs work

1. An administrator creates an onboarding pack and marks it as Active.
2. The administrator selects which documents to include.
3. When a new user account is created, the system checks for active onboarding packs.
4. Training assignments are automatically created for the new user — one for each document in each active pack.
5. The new user sees their assigned training on their dashboard and begins reviewing each document.
6. As the user reads each document, a checkmark appears next to it indicating it has been read.
7. The Mark as Completed button remains disabled until all documents in the pack have been read. Once all documents show a checkmark, the user can complete the pack.

Practical example: Set up onboarding for a cleanroom operator

Your facility hires cleanroom operators who must read and acknowledge specific documents before they can work on the production floor.

1. Open Onboarding Packs and select + Create Onboarding Pack.
2. Name it “Cleanroom Operator Onboarding” with the description “Required reading for all new cleanroom personnel before floor access is granted.”
3. Check Active so it is automatically assigned to new users.
4. Select the following documents from the list:
   • SOP-001: Gowning Procedures
   • SOP-014: Cleanroom Behavior and Conduct
   • SOP-022: Environmental Monitoring
   • POL-003: Contamination Control Policy
   • TRN-008: Aseptic Technique Fundamentals
5. Select Create Onboarding Pack.

When you create a new user account for a cleanroom operator, these five training assignments appear on their dashboard automatically. They must read and acknowledge each document before their onboarding is marked complete. Their manager can track progress from the Training Matrix.

Permissions

Action	Required Permission
View onboarding packs	Admin role
Create or edit packs	Admin role
Delete packs	Admin role
Assign packs to users	Admin role