Training Requalification

Training Requalification allows administrators to set up automatic requalification periods for completed training records. When a requalification period is configured, the system calculates the next requalification due date and can automatically trigger re-training when the period expires.

What You Can Do

• View all training records with their completion status
• Filter records by document and completion status
• Set requalification intervals (in days) for completed training
• View calculated next requalification dates
• Identify training records that are due or overdue for requalification

Accessing Training Requalification

1. Navigate to Admin in the sidebar.
2. Select the Training Requalification tab.

Filtering Training Records

Use the filter controls at the top to narrow down the training records displayed:

Filter by Document

Select a specific document from the dropdown to show only training records associated with that document. Select “All Documents” to show records for all documents.

Filter by Status

Option	Description
All Training Records	Show all records regardless of completion status
Completed Only	Show only records that have been completed
Pending Only	Show only records that have not been completed yet

Training Records Table

The table displays the following columns:

Column	Description
User	The user’s full name or email
Document	The document title associated with the training
Status	Completion badge (completed, in_progress, or pending)
Completed Date	When the training was completed (if applicable)
Current Requalification Period	The configured requalification interval in days, or “Not set”
Next Requalification Date	Calculated date when requalification is due
Actions	Requalification badge indicator

Setting a Requalification Period

You can only set requalification periods on training records that have been completed.

1. Find the completed training record in the table.
2. Click the settings icon (gear) in the Current Requalification Period column.
3. Enter the number of days for the requalification interval.
4. Click Save.

The system will:

• Store the requalification interval on the training record.
• Calculate the next requalification date by adding the interval to the completion date.
• Display the next requalification date with a calendar icon.

Common Requalification Intervals

Interval	Days	Use Case
Annual	365	Standard SOPs, quality policies
Semi-annual	182	Critical procedures, safety protocols
Quarterly	90	High-risk processes, rapidly changing procedures
Monthly	30	Specialized equipment operation

Tip

The default requalification period when creating a new interval is 365 days (annual). Adjust based on regulatory requirements and the criticality of the document.

How Requalification Works

1. A user completes training on a document.
2. An administrator sets a requalification interval (e.g., 365 days) on the training record.
3. The system calculates the next requalification date (completion date + interval).
4. When the requalification date approaches or passes, the system can trigger a new training assignment.
5. The new training record is flagged as a “Requalification” (shown with a blue badge).

Note

Training records created as requalifications are distinguished from initial training with a “Requalification” badge in the Actions column.

Editing a Requalification Period

1. Click the settings icon on a training record that already has a requalification period set.
2. Modify the number of days.
3. Click Save to update.
4. The next requalification date is recalculated automatically.

To cancel an edit without saving, click Cancel to revert to the current value.

Refreshing Data

Click the Refresh button in the top-right corner to reload all training records with the latest data from the server.

Permissions

Action	Required Permission
View training requalification	Admin role
Set requalification periods	Admin role

Caution

Setting very short requalification periods (e.g., less than 30 days) may result in excessive re-training assignments. Consider the operational impact before configuring short intervals.